Stephen Berton Email & Phone Number

Adelaide, South Australia, Australia

I work alongside a team of specialists dedicated to supporting individual and complex lending, savings and investment needs.We work with executives and professionals, entrepreneurs and business owners, family offices and global citizens.Our dedicated team of investment, research and markets specialists are committed to providing sophisticated clients with.

Adelaide, South Australia, Australia

Singapore

• Lead role in origination and execution of event-driven corporate and structured finance transactions regionally. Oversee the acquisition of new clients and expand share of wallet/return on equity for existing client.
• Top of Singapore coverage team league table for deals closed and fee income generated YTD
• Champion of Corporate Commercial Real-estate initiatives from Singapore
• Successfully invested significant time and effort generating detailed manual client lists developing retain/exit strategies and ensuring processes and procedures are in place to control identified operational risks in.

Singapore

• Lead local team of coverage bankers (Senior RM through to Associates) to ensure the domestic loan book is appropriately managed. Develop the business strategy post business realignment to shift away from SMEs and focus.
• Coached, upskilled and mentored Singapore team including transaction structuring and execution, client interaction and origination, P&L, balance sheet and cash flow assessment during an extended period of.

Singapore

• Managed and grew portfolio of Australian, New Zealand, US and Japanese linked accounts with a focus on cross border referrals and deal flow. The role played an important part in ANZ’s Asia strategy and required.
• Achieved over 32% of onshore revenue target for FY16

Australia

• Performed research and created multiple financial models to evaluate market trends and competition in Wine, Grains and Forestry sectors. Presented recommendations to senior management, which resulted in broadening the.
• Managed/directly participated in diverse facets of over $1.1B in deals over 3 years, meeting clientele, performing due diligence, presenting data to credit committee, working with internal and external parties to.
• Identified for consistent out performance and in 2014 was selected to attend ANZ’s Super Regional Development Program and took part in a development tour of ANZ’s Vietnam and Singapore offices
• Seconded to position of Manager, Corporate Advisory, Asia to provide buy side analytics and industry expertise for various M&A live transactions

Australia

• Worked with senior managers to perform analysis of credit and loans for both existing and prospective clientele. Built financial models to assess risk and created accurate projections for numerous credit proposals..
• AUD80m term facility to facilitate the clients successful bid for forestry assets, as well as restructure of the initial 12-month tenor into a 3-year facility at the facilities 1-year anniversary
• AUD67m 12 month bridging facility to support acquisition of export woodchip port facilities
• AUD50m term facility to facilitate repatriation of investor funds
• AUD400m underwrite with AUD200m participation bilateral acquisition facility
• AUD125m participation in AUD1.05b syndicated facility to provide seasonal funding for the accumulation, storage and export of grains

Certified Practicing Accountant

Executive Mba

Bachelor Of Commerce (B.Com.), Accounting

Commercial Lending Module

Influencing Globally

Ceo Agenda: Risk Evaluation & Deal Structuring

Respected Banker Of Choice Program