Aaron M.
VP Portfolio Manager of Credit Delivery
- Role
- VP Portfolio Manager at Truist Securities
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Aaron M.
Professional ProfileA highly driven, consummate professional with years of experience in the financial industry, specializing in financial analysis, relationship management and risk mitigation. A wholistic team focused individual with a track record of success in cultivating and managing large corporate relationships, striving for business growth and managing risk with a global outlook. Experienced in managing a large portfolio of diverse types of exposure while developing improvements in processes & operations whilst maintaining thorough risk mitigating policies bolstered by exemplary judgement. Core Competencies Portfolio Management • Financial Analysis • Traded Products & Securities • Various Industry/Market Coverage • Relationship Management Legal Agreement Review & Negotiations • Cash Flow Analysis • Leadership • Watchlist Monitoring • Process & Operational Improvement • Regulator Engagement • CCAR Compliance • Direct Lending Authority • Project Management • Statistical Analysis • Audit Review • Collateral Evaluation & Monitoring • Risk Identification & Analysis • Credit Review & Recommendations • Industry Analysis & UnderwritingI am currently open to new opportunities so feel free to say hello or contact me via cell, email or inmail.
Experience
VP Portfolio Manager
Oct 2022 — Present · Charlotte, NC, US
Education
Central Piedmont Community College
Associate of Arts (AA)
2007 — 2009
UNC Charlotte Belk College of Business
B.S.B.A., Major:Finance Minor:Economics
2010 — 2011
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