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Title Financial Services Relationship Manager
Target Location US-GA-Atlanta
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name , MBA1418 Forest Lane SE, Marietta, Georgia 30067PHONE NUMBER AVAILABLEEMAIL AVAILABLEExperienceAMS Capital Atlanta, GeorgiaRelationship ManagerNovember 2001 August 2024Founded in 2000, AMS Capital is a private investment and advisory firm seeking to make minority or controlling private investments in small to mid-size companies across a variety of industriesAMS managing partners are former senior level executives offering unique depth and experience across a wide range of industries, lending significant experience through owning and operating a variety of businessesManaged a team of analysts that identified potential investment opportunities and, once identified, executed the due diligence necessary to provide an informed investment decision at the appropriate committee levelSuccess in developing and managing relationships with stakeholders across all geographic markets leading to increased investment and growth year-over-yearDeveloped the AMS-sponsored advisory group that annually convenes our investors, partners, and management in our portfolio companies to engage in open dialogue concerning continued profitable growthNervewire, Inc. New York, New YorkSenior Consultant, Financial Services, Strategy & Planning Group July 2000 - September 2001Performed a key role in developing and marketing the following products and services for both NerveWire and our prospective and existing financial services clients:Target Markets Differentiation Strategies Sales & Marketing Deliverables Sensitivity Analysis Market & Customer Segmentation Economic DriversIndustry Trends Business Model Development NerveWire Industry Research Detailed Scenario Development & AnalysisPerformed extensive industry, market segment, and company research to develop hypotheses about projected trends in a clients or prospective clients environment and to help them transform these trends into current action stepsRepresented the financial services group on a team of industry specialists and technical architects to develop overall NerveWire methodology and industry research for internal publication and distributionAssisted in the presentation of business development opportunities to the chief decision makers of potential clients, lending financial interpretation and industry credibility to the technical aspects of our serviceHelped NerveWire ventures, a related equity fund, identify and research clients that presented strategic investment opportunities with whom to share long-term business risk by assisting with road show presentationsWorked effectively in a dynamic, fluid, and autonomous environment with a team of industry experts, business architects, and technical specialists to collaboratively deliver products to our clientsThe Sanwa Bank Atlanta, GeorgiaSenior Analyst, U.S. Corporate Division July 1995 - July 1998Performed extensive due diligence studies including strategic and competitiveanalysis, cash flow analysis, industry analysis, and financial forecasting for existing and potential corporate clientsTeamed with Vice President to construct and manage loan portfolio by leading written and oral presentations to banking officers in Atlanta, New York, and TokyoWorked with other analysts to identify and restructure relationships with clients in financial distressDeveloped new accounts through direct calling, teaming with international colleagues, and cultivating relationships with other financial institutions and syndication groupsPresented cross-selling opportunities for additional bank services such as trust and investments, treasury management, and private client servicesTrained and developed junior level analysts to members of the training program while serving as an associate mentorSkills and InterestsSoftware: Microsoft Office, Moodys Financial Analyst, Best NotesOn-Line Sources: Internet, Lexis/Nexis, Bloomberg, First Call, West Law, Dun & BradstreetCommunity and Advisory Roles: The Special Olympics, The Capital Group, The Crosby Scholars Program, The Unaiversity of Georgia Alumni AssociationEducationWake Forest University Winston-Salem, North CarolinaMaster of Business Administration, Finance, May 2000Recipient, Babcock Merit ScholarshipAnalyst, Wells Fargo Securities Investment Fund (selected by faculty to research, present, and recommend securities for a student-run investment fund in concert with the University Endowment FundThe University of Georgia Athens, G/eorgiaBachelor of Business Administration, Finance, June 1995Member, Finance SocietyElected Vice President & Scholarship Chairman, Sigma Phi Epsilon, Social FraternityGeorgia State Insurance, Life, Sickness & Health Atlanta, GeorgiaLicensed in 2021

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