Thomas Pericak Email & Phone Number

New Orleans, La, Us

New Orleans, Louisiana, Us

• Built the capital markets function from the ground up including originations and syndications incorporating both equipment finance and traditional bank products. • Developed processes, procedures and credit policy to establish foundational organizational structure of equipment finance group within bank framework with focus on capital markets. • Grew capital markets portfolio to over $750 million in earning assets diversified with over 70 clients across 40 different industries. • Responsible for over $200 million in annual lease/loan transaction volume• Successfully syndicated over $400 million in total volume consisting of municipal and commercial obligations while generating over $5 million in total fee income.• Developed solar origination platform utilizing bank investment tax credit appetite• Generated over $50 million in total solar originations on both direct and indirect basis earning the bank over 10% in weighted average return to shareholders• Expanded into structured finance revolving credit facilities to middle market lenders to provide the bank with portfolio diversification, asset class assortment and high credit quality.

Cleveland, Ohio, Us

• Responsible for originating over $150 million in lease/loan transaction volume from a broad base of financial institutions on a reciprocal basis. • Risk profile ranges from strong middle market corporations to large investment grade entities. • Specialties include strategic portfolio asset purchases and tax exempt municipal lease and bond purchases• Responsible for the syndication of transactions originated within the business bank segment of Key Corp• Solely accountable for the structuring and go to market strategy of all portfolio asset sales• Interface with legal, pricing, accounting, credit and asset management as required to properly structure transactions • Experienced with origination for sale documents, structured transactions, and legal contracts• Develop and maintain an investor database of over 150 investor relationships

Cleveland, Ohio, Us

• Sell structured (non-recourse) debt and equipment leases/loans to both domestic and international investors including banks, insurance and finance companies. • Work directly with front-end originations to facilitate transactions for syndication. • Develop and maintain investor relationships. • Additionally, my responsibilities and expertise include structuring and management of portfolio asset sales to maximize fee income and reduce risk.• Experienced with structured transactions, origination for sale documents, and legal contracts related to lease and loan financing• Conduct all market research (Bloomberg, Standard & Poor’s, Hoover’s, Moody’s) and financial and statistical analysis• Run pricing models for various lease and loan structures• Review and analyze bids received on transactions offered for sale. • Coordinate with constituencies to efficiently manage transactions from inception to funding or sale.

Cleveland, Ohio, Us

• Underwent enhanced training to learn all banking products, business structure, and consultative selling techniques• Rotated throughout various departments including sales, portfolio management, credit underwriting, capital markets, and strategic services developing internal relationships and a wealth of business knowledge• Implemented new Bloomberg modeling tools as well as a credit prescreen tool for client facing sales personnel• Coordinated the highly intensive credit review project in Portfolio Management from September-December 2010 • Implemented a financial statement procurement strategy securing 730 financials and performing over 25 major reviews on highly criticized companies• Analyzed company financial statements, updated asset quality reports, implemented compliance testing procedures for lessees and vendors, and reported charge-off analysis to management • Spent three months developing vendor relationships within the Information Technology Sales Group• Worked directly with current customers negotiating new and existing lease contracts

Beverly Hills, Ca., Us

• Developed a viral marketing campaign for the DVD release of Blue Water White Death• Worked for a variety of departments including legal, marketing, research, and sales• Prepared several projects for senior management on a deadline basis