Experience

Portigon AG

• Germany
• Financial Services
• 1 - 100 Employee

• Consultant

  • Feb 2015 - Present

  Greater New York City Area Responsible for a portfolio of 20 accounts, totaling $220mn, focused on project finance, structured finance, and corporate lending for Latin American and US corporates. Pro-actively management of a distressed loan portfolio. Produce counterparty reviews, rating assessments, business strategy evaluations, and portfolio analysis.



MUFG

• Japan
• Financial Services
• 700 & Above Employee

• Vice President Unit's Head

  • Aug 2005 - Apr 2012

  New York Head of the Portfolio Management Unit within the Latin America Department “LABD” supervising a staff of six and managing a portfolio of over $4 billion in assets located in Latin America, including trade finance, syndications, project finance, and general corporate finance. First line approval on all credit assessments, ratings analyses, and sector reviews within LABD. Worked closely with relationship managers and product line officers in New York and across the Latin America network to… Show more Head of the Portfolio Management Unit within the Latin America Department “LABD” supervising a staff of six and managing a portfolio of over $4 billion in assets located in Latin America, including trade finance, syndications, project finance, and general corporate finance. First line approval on all credit assessments, ratings analyses, and sector reviews within LABD. Worked closely with relationship managers and product line officers in New York and across the Latin America network to support and coordinate business origination in the region which led to a business expansion of over $2.0 billion.. Performed counterparty credit risk analysis for financial institutions and corporates as well as played central role in the Department’s internal and external reviews Show less



Israel Discount Bank of NY

• Assistant VP Senior Analyst

  • 2002 - 2005

  New York Coordinated with business development officers to structure and evaluate 100+ new transactions in the USA and emerging markets. Spearheaded the Bank’s expansion plans into new countries, including Costa Rica, Salvador, Romania, and Bulgaria, by analyzing opportunities available, risk appetite, and potential return. Performed credit assessments, including, corporate, financial institution, country and sector reviews.



The Chuo Mitsui Trust

• Assistant VP Account Officer

  • Jun 2000 - Jun 2001

  New York Management of a business portfolio focused on of project finance, syndications, and energy and trade finance. Performed annual reviews, amendments, compliance management and interact with syndication agents as well as head office’s management.



Corpbanca

• VP Credit Compliance Manager

  • Apr 1998 - Jun 2000

  New York Responsible for managing the Bank’s loan portfolio totaling $500 million, comprised of U.S. Fortune 500 companies, and financial institutions and corporations based in Latin America, Oversaw the Treasury Department to assist them in managing the Bank’s investment activities Designed the credit parameters and analyzed risk for entering new markets, including Mexico and Colombia, generating over $100 million loan portfolio growth, a 20% increase in portfolio size. Supported business… Show more Responsible for managing the Bank’s loan portfolio totaling $500 million, comprised of U.S. Fortune 500 companies, and financial institutions and corporations based in Latin America, Oversaw the Treasury Department to assist them in managing the Bank’s investment activities Designed the credit parameters and analyzed risk for entering new markets, including Mexico and Colombia, generating over $100 million loan portfolio growth, a 20% increase in portfolio size. Supported business officers and management in regional offices to evaluate, structure, and execute debt transactions. Restructured and rewrote the Bank’s policies and procedures, which resulted in improved grades from regulatory agencies, the OCC and the New York State Banking Department. Developed the New York Office Compliance Manual with Know Your Customer ("KYC") and Anti-Money Laundering ("AML") guidelines Show less