EXPERIENCE:

COMMERZBANK AG  -  New York, NY                                                                          Jun 2019 - Present

Director – Project Finance Americas                                              

• Identify, originate and execute business opportunities within the renewable energy market in the US focused on limited and non-recourse lending for solar and wind projects. Lead business development efforts of the Renewable Energy team in establishing relationships with project developers, investors and other financial institutions.
• Engage top tear Project Finance players in the US to provide effective and innovative financing solutions for sponsors while maximizing cross selling of the Bank’s other products and services such as tax equity.
• Prepare technical research, analysis, cash flow modeling, term sheets and all necessary internal approval documents required to complete lending process. Manage relationships with Project Finance clients and help grow business through marketing, meetings, client calls and attendance to industry events.

BANK OF CHINA, USA  -  New York, NY                                                                     Feb 2018 - Jun 2019

Vice President – Corporate Banking Department                                                               

• Managed all credit related matters on behalf of the origination team specializing in corporate and structured lending. Provided preliminary guidance on adequate risk appetite, deal structuring and screening, underwriting standards, effective counterparty analysis, and overall sound lending practices.
• Reviewed credit approval applications and analyses performed by Corporate Banking team to ensure quality and completeness of underwriting process in accordance to U.S. market standards.

MOODY’S INVESTORS SERVICE  -  New York, NY                                                     Feb 2015 - Jan 2018

Vice President – Senior Credit Analyst for Corporate Finance Group                                                         

• Responsible for analyzing and assigning credit ratings using Moody’s expected loss and LGD methodologies for a portfolio of 25+ high yield issuers within the commercial homebuilding and construction sectors.
• Maintained relationship with existing portfolio of corporate clients, keeping ongoing communication with Senior management, including CEOs and CFOs of issuing companies.
• Evaluated credit risk profile for companies issuing debt and performed analytical modeling based on expectations of financial and operating performance, industry and macroeconomic risks, capital structure, etc.
• Managed client relationships with more than 100 bond investors providing expert advice on credit related matters.

SANTANDER BANK  -  New York, NY                                                                         Jun 2010 - Dec 2014

Vice President – Head of Project Finance Credit Risk Management                         

• Started and lead the Project Finance risk management team in North America and helped grow portfolio to more than $2.5 billion in lending facilities while maintaining non-performing loans below 5%. Focused on oil & gas, chemicals, renewable and conventional energy, infrastructure and asset finance in the United States and Canada.
• In charge of credit approval process with delegated authority for non- and limited-recourse financing, including: counterparty analysis, financial modeling, due diligence, internal ratings, and loan documentation.
• Completed annual reviews of existing portfolio loans leading risk management relationship with HQ office and presented over 20 high exposure transactions directly to Executive Credit Committee in Madrid, Spain.
• Worked closely and synergistically with Business team on pipeline screening and a priori approval prospects.
• Developed credit policies, local Project Finance-specific rating model and procedures for risk team in accordance to U.S. regulations and supervised credit analysis process recommending credit enhancements as needed.
• Managed portfolio of Project Finance loans and was in charge of covenant compliance monitoring, processing amendment, consent, waiver and modification requests; adjusted internal risk ratings as needed.

SANTANDER BANK  -  Madrid, Spain                                                                         Jan 2008 - May 2010

Vice President – Global Project Finance Business Development

• In charge of initiating credit process for structured lending of up to $1,000 million in Latin America (including Brazil, Mexico, Argentina, Chile and Colombia), Spain and Portugal. Additional responsibilities: structuring, credit and risk analysis, market/industry due diligence, pricing, final exposures, and hedging strategies.
• Performed pre-approval financial analysis, model development, know-your-client and onboarding duties.
• Originated, pitched, marketed, arranged and executed more than $500 million of non-recourse Structured Finance long term lending facilities in oil & gas, renewable energy, and infrastructure sectors.
• Structured and negotiated financing terms and conditions; worked closely with risk and legal depts. within  Bank.
• Actively participated in the development of the teams business plan, taking into account risk adjusted exposure targets and expected return analysis.

BAYERN LB  -  New York, NY                                                                                      Jan 2006 - Nov 2007

Vice President – Risk Management Office Americas                                                                 

• Managed small credit risk team with a portfolio worth $1.5 billion in credit facilities for Latin American and U.S. based corporate clients of the Bank. Facilities included lines of credit, term loans, letters of credit, etc.
• Administered credit approval authority for up to $50 million for corporate clients and produced extensive data analyses on existing loan portfolio for senior management’s review.
• Supervised portfolio management function and approved amendments and modification requests as needed.

CITIGROUP  -  New York, NY                                                                                       Jul 2002 - Jan 2006

Vice President  – Relationship Manager for Public Sector and Financial Institutions LATAM                    

• Underwrote transactions worth over $120 million in revenues from public sector clients and financial institutions in Latin America. Worked closely with different product teams on diverse product offerings.
• Analyzed transactions worth over $120 million in revenues from public sector clients and financial institutions and worked closely with product development teams on diverse product offerings.
• Completed 2003 Citigroup’s “Global Corporate Finance and Credit Program.”

ING BARINGS  -  Caracas, Venezuela                                                                        Dec 1997 - Aug 2000

Relationship Manager – Oil and Gas Project Financing                                                                                  

• Conceived and organized financing structures for state-owned and corporate clients within Oil & Gas sector in Latin America. Provided advisory services for local service companies to the Oil & Gas sector.

JP MORGAN  -  New York, NY                                                                                     Jun 1996 - Dec 1997

Equity Research Analyst                                                                                                                                   

EDUCATION

• WASHINGTON UNIVERSITY Olin School of Business - Master of Business Administration.
• DAVIDSON COLLEGE - Economics and Political Science - Bachelor of Arts.

OTHER

• USA and EU Citizenship. Fluent in English, Spanish. Knowledge of Portuguese.
• Strong modeling skills and ability to lead a team while adapting to an ever-changing environment.
• Certified Volunteer Firefighter for NY and NJ.