Tom M. Email & Phone Number

Lake Forest, Il, Us

Greater Chicago Area

GE Capital HFS Acquired by Capital One in December 2015Underwriting and portfolio management for middle market loans in the healthcare industry. Primarily focused on underwriting loans for private equity led leveraged buyouts.Responsibilities include financial statement analysis, industry research, due diligence, structuring, legal documentation, and financial modeling.

Chicago

Underwriting and portfolio management for middle market loans in the healthcare industry. Primarily focused on underwriting loans for private equity led leveraged buyouts.Responsibilities include financial statement analysis, industry research, due diligence, structuring, legal documentation, and financial modeling.

Greater Chicago Area

-Provided portfolio level default loss and recovery analysis/statistics for GE Capital's $40B Bank Loan portfolio for the Sponsor Finance (GE Antares) and Direct lending groups.-Regulatory and monthly risk data reporting for a $40B middle market leveraged loan portfolio.-Led GE's CCAR implementation for the Sponsor finance, Direct Lending, and Equity groups.-General Reserve modeling.

Greater Chicago Area

Develop strategic investment strategies and manage assets for defined contribution plans through two service platforms:1.) Index investing- delivering highly diversified return-seeking portfolios combined with cost-effective liability hedging.2.) Actively managed, highly diversified portfolios, incorporating a wide range of asset classes,including direct investment in hedge funds and private equity.Responsibilities included management of client investment portfolios, re-balancing asset allocation, transition planning to new investment portfolios, and providing asset liability management consulting services.

Greater Chicago Area

Asset and Liability Management for Allstate Financial's $60B portfolio, managed in the Quantitative Risk Management (QRM) framework to measure interest rate and liquidity risk.Assisted in managing Allstate Financial's interest rate risk through interest rate swaps, caps, and floors. Ran weekly models, analyzed output, and completed the monthly dashboard (reporting duration, key rate duration, scenario analysis, and cash flow forecasts).

Greater Chicago Area

Financial Planning and Analysis for Allstate Financial's $60B investment portfolio consisting of Short Term Debt, Investment Grade Bonds, High Yield Bonds, Bank Loans, Commercial Real Estate, Public Equity, Private Equity, a Securities Lending Program, and derivatives.