Stephen Anderson Email & Phone Number

Memphis, Tennessee, Us

Pittsburgh, Pennsylvania, Us

• Managed a portfolio of $1.5 billion in credit commitments to local governments, K-12 school districts, charter schools, senior living providers, social service agencies, not-for-profit hospital systems, and revenue cycle managers in the South and Midwest– Performed periodic reviews / financial analysis and assigned internal ratings for borrowers and credit facilities• Evaluated new borrowers and projects for creditworthiness and financial capacity – Prepared due diligence and credit memorandum and presented projects to credit review committees• Reviewed and drafted term sheets and loan documentation • Compiled financial ratios and commentary for senior credit executives / officers and relationship managers

Milwaukee, Wi, Us

• Municipal finance investment banker covering accounts in the Southeast and Northeast United States• Sector experience included state and local governments, K-12 public and charter schools, higher education institutions, acute healthcare providers, and economic development projects• Stated job responsibilities: support senior bankers through marketing, developing financial solutions, and structuring transactions– Led deal execution process, including reviewing legal contracts and performing financial analysis– Prepared proposals (RFP responses) and marketing presentations– Developed pricing strategy for proposals based on competitive intelligence• Outside of stated job responsibilities, through independent and self-motivated efforts, I developed a sales plan and proactively and successfully engaged new target markets– I identified the opportunity that led to my team’s very first sales win at Baird– I initiated coverage of three new business segments that had not previously been targeted– Through cold-calling, direct marketing and meetings, I established over 50 new account relationships for Baird in 25 states• Represented Baird at conferences and develop relationships with public financing sector channel partners• Liaised with internal risk, sales, and marketing partners to balance stakeholder interests and ensure transaction success

San Francisco, California, Us

• Experience covers employment at Wells Fargo and predecessor firms (Wachovia Bank and A.G. Edwards & Sons)• Municipal finance banker covering SLED accounts in the Southeast United States• Sector experience includes state and local governments, K-12 public schools, higher education institutions, and acute healthcare providers• Job responsibilities: support senior bankers through marketing, developing financial solutions, and structuring transactions– Lead deal execution process, including reviewing legal contracts and performing financial analysis– Prepare proposals (RFP responses) and marketing presentations• Although just a junior-level banker, I proactively utilized my personal networks to pursue multiple sales opportunities

San Mateo, California, Us

• Municipal finance banker covering SLED accounts in the Southeast United States• Sector experience includes state and local governments, K-12 public schools, and higher education institutions• Job responsibilities: support senior bankers through marketing, developing financial solutions, and structuring transactions– Lead deal execution process, including reviewing legal contracts and performing financial analysis– Prepare proposals (RFP responses) and marketing presentations

Washington, District Of Columbia, Us

• Analyst in the Office of the Chief Financial Officer (Organizational Performance Division) providing internal strategic planning, policy, and organizational performance support– Coordinated quarterly operating performance reviews and strategic planning process between CFO and IRS operating divisions• Conducted internal audits to monitor regulatory compliance with Section 1204 of the Internal Revenue Service Restructuring and Reform Act of 1998

M.B.A., Finance

B.S., Financial Management