Mr. Commercial Banker
I’ve been in commercial banking for 5 years at two different banks and now am at a top regional bank (PNC / SVB / Key Bank) that directly lends to middle-market companies, typically backed by private equity firms. Financing M&A, buyouts and evaluate risk and return, downside protection, upside, operational issues, competition, deleveraging, etc.
Undergrad School: UC Berkeley
Undergrad Major: Economics
Age: 28, Ethnicity: White
Other Degree/Certification: CFA level II (passed in 2018)
Extracurriculars: Pac-12 all conference football player (College football commitments averaged 40 hours/week between practice, meetings, conditioning, film, and games), Tutor on Wyzant 5 hours per week, Coach local high school football players 4 hours per week
Title: Assistant Vice President
Industry: Banking & Finance
Company: Fortune 500
Length of Employment: 5 yrs, 6 mos
Big Life Wins:
Finalist for the 2014 Academic All-American College Football team. Had game-winning score in double overtime televised on ESPN. I passed the CFA level II exam in June 2018. I was a key part of the technology lending team that tripled loan commitment size in my 3 years at my current job. Was promoted from relationship manager to underwriter, to biz dev.
Post MBA Goal:
Want to transition to a top 4 investment bank that underwrites and analyzes debt issuances (debt capital markets or leveraged finance group). Also would be interested in moving to a similar direct-lending role at a credit fund (hedge fund or BDC).
Target School: UCLA Anderson