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Page 1: 2015-04-28 - Adam Wimmer - detailed resume€¦ · 28-04-2015  · Page 1 of 2 Core Team Resumes: Adam Wimmer - Director, Corporate Finance & Capital Markets 28 April 2015 Adam Wimmer

AEA ADVISORS LTD. Page 1 of 2 Core Team Resumes: Adam Wimmer - Director, Corporate Finance & Capital Markets 28 April 2015

Adam Wimmer

Corporate Finance & Capital Markets

• Global capital markets experience

• Extensive experience in debt markets and leveraged finance

• Developed and advised on multinational trade finance platforms for banks, importers and exporters

• Experienced in operational consulting for financial institutions, manufacturers and family offices

2015 - AEA Advisors Ltd. Boulder, CO Director, Corporate Finance & Capital Markets

• Focused on sourcing deals and funding for multinational projects including the Americas, Asia & Western Europe.

• Lead financial research, analysis, underwriting and finding finance partners 2011 – 2015 McGladrey LLP Colorado Manager, Risk Advisory Services

• Managed a regional financial institution advisory practice covering 150 institutions, member of the national troubled, international and unique financial institution consulting team

• Conduct Sr. Executive planning and strategy sessions on operational efficiency, market strategy and profit recapture while reducing risk profiles

• Managed multiple consulting projects at the same time, regulatory relationships and responsible for both client and firm financial success

• Reviewed and assisted in underwriting and securitizations of debt transactions across multiple industries and structures including highly leveraged transactions for Fortune 500 companies, sovereign nations, across multiple geographies and industries

• Developed financial models for clients to aid in management decisions, analyze regulatory frame works and loan loss reserves

• Responsible for training consultants within the firm on successful growth and client retention strategies 2009-2011 Fortner Baynes Levkulich & Garrison PC Colorado Senior Consultant, Leveraged Finance Markets

• Developed, Recruited and Led junior staff in developing their understanding of debt markets, specifically leveraged finance strategy and execution

• Managed a client portfolio of 100 financial institutions in the western United States • Developed consulting methodologies for the firm

2007-2009 Bank of Choice Colorado Vice President, Relationship Manager

• Banker with lending authority of $1.5MM specializing in commercial and industrial lending and relationship building

• Grew personal loan portfolio from $20MM to $150MM with the lowest loss rate and highest recovery rate in the bank

• Responsible for business development and client retention in all facets of the bank’s operational model,

2006 – 2009 Heartland Financial USA, Inc. Illinois, Colorado Portfolio Manager and Credit Analyst

• Responsible for credit analysis for banks in the Illinois and Colorado markets for a six bank community bank holding company

• Underwrote loan relationships from $0.5MM to $100MM: transactions include Real Estate, Gaming, Energy Extraction and Production, Aircraft and light manufacturing

• Developed training methodologies for junior analysts

Page 2: 2015-04-28 - Adam Wimmer - detailed resume€¦ · 28-04-2015  · Page 1 of 2 Core Team Resumes: Adam Wimmer - Director, Corporate Finance & Capital Markets 28 April 2015 Adam Wimmer

AEA ADVISORS LTD. Page 2 of 2 Core Team Resumes: Adam Wimmer - Director, Corporate Finance & Capital Markets 28 April 2015

PROFESSIONAL MEMBERSHIPS and COMMUNITY INVOLVEMENT 2009- Present Risk Management Association- Rocky Mountain Chapter Denver, CO Board member of the Emerging Credit Professionals sub group 2010 - Present Institute of Internal Auditors Denver, CO Specialty Finance advisor 1998 - Present Special Olympics Denver, CO Volunteer

EDUCATION 2012 University of Virginia, Darden School of Management Charlottesville, VA Executive Education Program- Bank Analyst Certificate 2010 Iowa State University Ames, IA Executive Education Program – School of Agricultural Banking 2006 Drake University Des Moines, IA Bachelor of Arts – Quantitative Economics Bachelor of Science- Finance Core Strengths & Expertise Market Research & Competitive Intelligence Operations and Business Development Global Growth Strategy & Implementation Communication Strategy Development Cultural Intelligence (CQ)

Partner Identification and Recruitment Operations Strategic Planning Human Capital Strategy & Execution Program Planning & Execution

Industry Exposure Financial institutions Manufacturing Agriculture

Medical Technology & Devices Specialty Finance Mineral Mining and Extraction

Functional Exposure & Experience Global Business Development & Market Entry Financial Institutions management Senior Sales and Marketing Executive

Company Founder & Principal Senior Strategic Account Management Global Operations Management

PROGRAMS & PUBLIC SPEAKING v Risk Management Association Speaker- “Regulatory Considerations for the Allowance for Loan and Lease

Losses” – Presented to 150 senior bankers and facilitated discussion of the topic

v Consulting for Consultants- Hosted panel discussion for an internal McGladrey LLP training for 450 consultants on how to become better consultants


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