Loyola University Chicago School of Law

Auburn University

Research Analyst at Sullimar Capital Group

Chicago, Illinois, United States

Sullimar Capital Group

Research Analyst

Responsibilities included:Protecting the bank’s assets and maintaining the quality of the portfolio by adhering to lending processes, policies & procedures, legal and ethical requirements and regulations, audit requirements, and established risk guidelines. Conducting credit risk analysis. Completing due diligence including on-site client visits, analysis of business models, and comprehensive review of industry trends and related regulations. Structuring and underwriting new client credit and capital markets opportunities.Performing financial modeling and analysis for highly complex deals. Continuously monitoring multiple client portfolios and performance in a proactive and independent manner. Preparing concise credit analysis and other correspondence. Managing a diverse portfolio of private and middle market companies.

BMO Harris Bank

Associate - Commercial Middle Market

With 75 years of experience serving the food industry, BMO Harris Bank has the expertise, strength, and stability to provide strategic advice and creative financial solutions to assist our clients in accomplishing their objectives.BMO Harris Bank understands the food and agriculture industry — the cyclical nature of its industries, its volatile commodity prices, the varying weather patterns, and especially the diverse and unexpected industry shocks that can affect businesses. Our team of specialists are deeply involved in the industry and use this specialized knowledge to deliver strategic advice and creative solutions for every stage of your business cycle.We are a full-service corporate bank and provide a complete range of financing alternatives tailored to your unique needs, including syndicated loan facilities, working capital financing, capital expansion financing, and asset securitization. We also provide you with tools and services that can be customized to manage your day-to-day capital management, including treasury management services, interest rate risk management, foreign exchange, and commodity price risk management. And BMO Capital Markets provides us with the ability to complement our corporate banking services with a broad range of capital market solutions, including M&A advisory, public and private debt, equity raising, mezzanine capital, and transaction underwriting.

Associate - Food & Consumer

Successfully completed 12-month commercial training program, which consisted of graduate-level financial analysis & accounting courses and three 6-week rotations through different banking groups.

Commercial Analyst Development Program Analyst

Co-created and implemented comprehensive marketing planAnalyzed results to develop proforma projections Actively cultivated relationships to drive profitable salesClosed over $100,000 in gross sales within four month periodScheduled, managed, and reviewed staffRenegotiated contracts to improve profitabilityParticipated in workshops to improve selling and leadership techniques Led weekly goal setting and review sessions with franchisorRoutinely diagnosed areas of strength and weakness within the business

William Yates Ventures, LLC dba Floor Coverings International

Owner

Resolved complex constitutional, criminal and civil issuesDrafted recommendations regarding legal and strategic issues pertinent to criminal and civil appeals

State of Illinois

Law Clerk

Advised bank on fitting complex lending products within various state business and banking codesSuggested ways to offer religiously compliant, non-interest bearing loans using different corporate entitiesResearched various state business and banking codes and applicable provisions of Islamic law and lending practicesExplored intricate banking methods to accommodate clients' complex legal and tax needs

Bill Brewster, CFA, JD