Bill Donovan Email & Phone Number

Annapolis, MD, US

• Engage in private consulting services. Worked for Donovan Group intermittently between international consulting assignments with the US Treasury and IFC. Delivered training on presentation skills and customer service..
• Delivered dynamic training on supervisory management and customer service at AT&T and Lucent Technologies.
• Presented live instruction to attorneys at major law firms in understanding financial statements, valuation techniques, accounting gamesmanship and capital markets for The Dickie Group and Excentia Inc.
• Documented financial management processes for the Office of Finance at Anne Arundel County.
• Advised Annapolis City Council Finance Committee on evaluation and analysis of $86 million 2011 budget.

Atlanta, Georgia, US

Led communication with IRS to evaluate issues with Employee Retention Credit claims. Reported internally and with clients. Developed and recommended actions needed to resolve IRS issues for delayed, lost, and reduced refunds.

Atlanta, Georgia, US

Achieved forgiveness on over $20 million in PPP loans through remote transaction advisory services to small business clients participating in the Small Business Administration Payroll Protection Program (PPP). Developed strategies, processes, and Excel tools to assist in the documentation of covered expenses to facilitate full forgiveness of loans.

Washington, DC, US

• Advised Central Bank of Kosovo (CBK) on two-year housing finance project laying the foundation for the development of a sustainable housing finance system. Project ended due to lack of funding.
• Led team from CBK to draft new mortgage regulations in close cooperation with banking industry.
• Negotiated rewrite of new Condominium Law prior to passage through influencing the lead minister and the Chairman of the Parliamentary Committee.
• Advised on CBK interaction with developing the Association of Surveyors.
• Created consumer protection regulations and consumer guide for mortgage lending through close coordination with World Bank project.
• Supported CBK staff in,creating reporting system on mortgage lending.

Washington, DC, US

• Managed SECO – IFC’s Ghana Primary Mortgage Market Initiative project. Provided technical assistance to five local banks on restructuring their mortgage operations and developing appropriate policies and procedures.
• Restructured mortgage lending processes at three local banks including developing standardized documents.
• Guided Bank of Ghana staff on setting mortgage loan loss reserve regulations consistent with Basel II.

Washington, DC, US

• Provided technical assistance to local project team from the Ministry of Finance of the Government of Liberia on the implementation of the $900 million Domestic Debt Resolution Strategy.
• Formulated policy level plan to implement the Strategy including drafting act for funding the plan via a trust fund.
• Designed and developed Access database and procedures to administer the debt resolution strategy.

Washington, DC, US

• Led private sector Capital Markets Project to provide technical assistance to privately owned firms in Uganda on the process of going public. Hired and supervised 3-person, local staff in the evaluation of these.
• Organized and led senior stakeholders on the development of a secondary mortgage facility to sell $10 million in loans as mortgage securities to the National Social Security Fund.
• Provided guidance to Nile Bank’s senior management on the IPO process for a year. Bank was sold to Barclays Bank for a 20% premium to the proposed IPO price 2 weeks prior to the IPO launch.
• Delivered numerous presentations on understanding financial statements and valuation techniques.
• Coordinated delivery of four-day conference with the US SEC and the local capital Markets Authority for the Sub-Sahara Conference on Securities Regulation.
• Mentored staff in developing post project transferable skills.

• Earlier experience began with the federal housing agencies, Fannie Mae and Freddie Mac. Progressed to the securities industry with Thomson McKinnon Securities, Citibank, Ryland Acceptance, Investment Counselors of.
• Created and edited Alex. Brown's Fixed Income Monthly
• Wrote Alex. Brown’s IR’s Guide to Taxable Fixed Income Securities.
• Solicited and closed $300 million in structured mortgage-backed securities issuance at Ryland Acceptance
• Wrote the Citibank MBS Product Knowledge Guide.
• Developed software to support restructuring strategies for S&L’s and co-managed transactions totaling over $300 million at Thomson McKinnon.

Mba, Financial Accounting

Ba, Quatitative Studies/Computer Science