Alisa Waxman's Email Addresses & Phone Numbers

📖 Summary

Regional Investment Banker @ SunTrust Robinson Humphrey Regional Investment Banker – Financial Services and Technology Group - Delivered diversified investment banking platform to financial services holding companies in excess of $2 billion in assets in 13 Midwestern States - Successfully positioned Debt Capital Markets platform, engaging clients with strategies / solutions including: Sale/Leaseback, Asset Securitization, TruPS /Sub Debt, derivative counterparty support, fixed income trading- Earned lead roles in Equity Capital Markets opportunities, including secondary offerings, repurchase programs and instituting sell-side research coverage for targeted names - Grew strategic credit portfolio, utilizing exposure to leverage additional revenue opportunities: committed credit >$325 million, uncommitted lines >$220 million, other exposure >$7 billion - Created new relationships for fixed income partners, delivered sales opportunities for bonds, asset liability management, portfolio performance analytics, bond accounting and safekeeping - Expanded institutional investment management, positioning proprietary mutual fund complex, 401(K) services From September 2003 to January 2010 (6 years 5 months) Atlanta, GA (Covering Midwestern Market)Managing Director and Correspondent Banking Relationship Manager @ CIBC US Responsible for building new relationships with Financial Institutions in the Midwest, Southeast and other select markets. Executing role as primary coverage contact, and leading partners to successfully build meaningful credit, capital markets, wealth management, treasury management and deposit relationships. • Engaging clients in strategic dialog to provide creative solutions to address their priorities • Delivering balance sheet solutions and strategic funding at the holding company level• Supporting liquidity and credit needs at the bank level• Providing attractive depository and sweep solutions for excess liquidity• Positioning appropriate interest rate risk solutions and derivative products • Bringing various foreign exchange solutions to meet clients’ transactional needs• Identifying syndicated loan interests and delivering additional purchase opportunities• Meeting clients’ operational needs via efficient treasury management solutions and on-line reporting• Highlighting attractive retirement plan, custodial and escrow services alternatives for institutions• Offering private wealth, trust, account and loan alternatives to executives and board members Chicago, IllinoisInvestment Banker, Director - Corporate Banking @ SunTrust Robinson Humphrey Investment Banker – Corporate Banking Correspondent Group Primary coverage banker responsible for building profitable advisory and capital markets relationships with community bank & thrift holding companies across the Midwest - Developed M&A Advisory relationships and opportunities, both buy- and sell-side:  engaged clients with strategic ideas and creative solutions to address goals and objectives provided financial parameters for modeling process for capital planning and merger models delivered strategic advice and financial models to executive teams and boards of directors  articulated transaction alternatives, optimal valuation and fairness opinions - Delivered timely equity capital market insight on IPOs and follow-on issuance to executives- Positioned debt opportunities with placement to funds, CDOs and other community banks - Provided derivative support / underwriting for prudent interest rate risk management- Identified appropriate whole loan pool trading opportunities for community banks and credit unions- Expanded trading relationships for fixed income sales partners, ensuring volume and fee income - Leveraged relationships to cross-sell wealth & investment management, leasing and mortgage- Established efficiencies and delivered specific cost savings ideas via treasury payment solutions- Presented balance sheet funding alternatives to meet holding company credit needs From January 2010 to September 2016 (6 years 9 months) Atlanta, GASenior Relationship Manager and Vice President @ Northern Trust Corporation Correspondent Banker - Corporate & Institutional Service Group 1988-2003Senior relationship manager, successfully developed Insurance & Correspondent Services business• Grew loan portfolio over 200%, utilizing exceptional sales and new business development skills• Generated annual portfolio return on equity >25%, due to success in building relationships• Expanded market area from 2 to 8 states, demonstrating excellent relationship building skills • Produced significant new revenue in banking, brokerage and trust activities via cross sell• Preserved relationships, provided new fee opportunities by syndicating multi-bank facilities • Protected bank by negotiating sound facility structures, documentation, expanded covenants • Incurred no credit losses,superb track record of underwriting and portfolio performance • Maintained clear, timely communication with regulators, internal auditors and management . • Achieved spotless administrative record, no past-due documents, fees or payments,• Created new marketing materials, brochures, presentation, summary and event invitations.• Planned, organized and created agendas for correspondent client conferences. From June 1988 to July 2003 (15 years 2 months) Chicago, Illinois