Trenton O. Smith Email & Phone Number

Salt Lake City, UT, US

Salt Lake City, UT, US

Philadelphia, PA, US

Provide strategic guidance and expert insights on institutional investors through regular consultations and participation in board meetings to enhance the firm’s fundraising efforts, strategy development, and marketing plans.

Sit on investment committee and collaborate with fund leadership on manager selection and investment analysis. Advise on fund strategy, investment processes, asset allocation, and other key business activities.

Dearborn, MI, US

• LED $3.0 B+ investment platform including Equities, Private Credit, Private Equity, and Real Asset portfoliosBUILT alternative investments program from scratch
• Designed and implementing portfolio strategy and construction
• Executed shift from 0% allocation to 25% exposure
• Built out portfolio management team, systems, and processes
• Established firm reputation as a top tier partner
• Made 48 investments with 29 partners, committing over $1.8 B in capital

Midland, Michigan, US

• HIGHLIGHTS
• Manage $2.5B in real estate and private equity investments ($2.0B NAV including $500MM direct RE, $0.5B commitments) for 3 pension plans and a captive insurance company
• Developed a portfolio strategy now being rolled out to portfolios beyond my own
• Discovered an overlooked market opportunity and shifted $200MM in assets to capture 8% better downside protection and fee savings of $1.5MM per annum
• Gained access to and executed $130MM of exclusive firm and co-investment opportunitiesDETAILSWhen I assumed management of the portfolio I discovered a collection of good assets that had been assembled on an ad hoc.

Midland, Michigan, US

• HIGHLIGHTS
• Headed debt capital markets, handled treasury efforts on 8 M&A deals, managed over 30 bank relationships, and led corporate finance projects
• Directed a cross functional team that executed a $2.0B financing and $1.2B debt exchange, adding $750MM in value to an M&A transaction
• Developed a monthly dashboard with 16 KPIs that remains unmodified and in use after nearly 3 yearsDETAILSThis was a project-oriented role focused primarily on capital markets, M&A, and ad hoc analyses. I also spent.

Midland, Michigan, US

• HIGHLIGHTS
• Decreased cash management cost by $820K annually by improving short term borrowing strategy
• Transformed business model to better meet business needs, achieving 100% revenue retention while reducing global lease exposure risk by 24%
• Co-led global team commissioned by CFO to deliver 3 recommendations to permanently resolve persistent human resources challengesDETAILSOn the funding team my banking and negotiation skills were put to use right away. I.

Midland, Michigan, US

• HIGHLIGHTS
• Collaborated with global business leaders to generate $50MM in incremental margin by introducing joint short and long term business planning
• Designed and implemented global credit process for $1.6B spinout to a private equity firm
• Improved process efficiency by 71%, freeing up 1.5 FTE for higher-value work by analyzing ERP data for 76,000 tractions then redesigning work process and system codes structureDETAILSI led teams of 5 to 7 finance.

Midland, Michigan, US

• HIGHLIGHTS
• Successfully integrated 48 customers from a $30MM acquisition onto standard controls, processes and systems
• Recovered $24MM bankruptcy exposure plus interest by working closely with other leaders to leveraged strategic positioning established in jointly developed long term business plan DETAILSI managed a $400MM portfolio of.

Midland, Michigan, US

This was a fantastic learning experience. I was able to leverage my expertise in banking and third party guarantees to create a pricing model for a $30MM loan guarantee used by one of our portfolio companies.The model provided so much value that the head of Dow Venture Capital nominated me for the company’s second highest employee recognition honor. When.

Salt Lake City, Utah, US

I was deployed by the bank as a change agent to turn around operations and drive strategic growth of a 7-figure profit center. In addition to P&L responsibility, I oversaw operations, sales and retail lending as well as business banking and commercial lending. I designed a branch-wide cross-training program to jumpstart career progression for my team of.

Salt Lake City, Utah, US

After delivering such dramatic results in so short a period of time as a commercial loan officer, I was asked to take over leadership of a branch with stagnant sales and persistent staff challenges. I accepted and was made the youngest full branch manager in the region.I immediately resolved longstanding conflicts among three employees, each with tenure.

Salt Lake City, Utah, US

When I took over my portfolio, the Small Business Administration (SBA) loan practice was languishing. I recognized fixing this was an opportunity to really grow volume and margins as well as a chance to develop a valuable skill set. I began learning the complexities of SBA loan structures and requirements right away.I became an expert in SBA lending and.

Salt Lake City, Utah, US

I underwrote dozens of loans and called on clients to service existing business and develop new business including cross selling a wide array of banking products. With some mentoring on how to target and research prospects, I developed a marketing plan which resulted in $5.3 million in new loans.

Salt Lake City, Utah, US

I started in the accounting department of the bank's leasing group booking journal entries for lease payments. Next I was assigned to help a senior loan officer clear hundreds of compliance exceptions on a commercial loan portfolio he had been hired to clean up. I took responsibility for all back office work allowing him to focus on building client.

Provo, UT, US

I led the operations of a training center that provided live simulations for practicing foreign language and teaching skills. The center delivered these weekly learning opportunities for approximately 2,000 students and 250 instructors. I managed scheduling logistics, executed a 75% expansion in training capacity, and hired and trained a team of 9 training.

Mba, Finance, Economics, International Business

Ba, Global Trade - The Kennedy Center For International Studies