Ed Robertson
Head of Financial Institutions Group (FIG) and Senior Managing Director at Vaco
- Role
- Head of Financial Institutions Group (Fig) and Senior Managing Director at Vaco
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Ed Robertson
A seasoned, versatile, highly qualified Consulting CFO with a disciplined, results-driven business in M&A Due Diligence, strategy & best practices reviews• Entrepreneurial, value-add philosophy focusing on increasing scalability and recurring profitability.• Career filled with diverse business lines and numerous major successes, driving stagnant organizations into strong growth and recurring profitability.• A Subject Matter Expert (SME) in traditional and alternative lending and investments leading business creation, growth, expense rationalization, M&A and best practices execution. • Established a scalable, repeatable business producing 30% of the Company’s net income while consuming only 15% of assets and 8% of expenses.Professional SummaryCFO and Business Executive for 30+ yearsFull P&L Responsibility, Client Relationship ManagementPublic Company and Private Equity ExperienceCFO for 15 years at Barclays Latin America & WaMu Commercial GroupConsulting CFO for 15 years in M&A, Due Diligence & Best PracticesExpert in Business Turnarounds and Rapid Growth BusinessesExpert in M&A, P&L and Business Operations for 20 yearsChartered Financial Analyst (CFA)FINRA Series 7 and 63 licenses
Experience
Head of Financial Institutions Group (Fig) and Senior Managing Director
Jun 2018 — Present · New York, NY, US
Financial Services Consulting and Project Execution in M&A, Due Diligence, Loan File Reviews, Risk Remediation, Best Practices Reviews, Data and Document Remediation, Stress Testing, and Regulatory Issues.
Education
University of Pittsburgh
Master of Business Administration
University of Florida - Warrington College of Business
Bachelor of Business Administration - BBA, Marketing & Finance
University of Pittsburgh Joseph M. Katz Graduate School of Business
MBA, Finance & Marketing
Univ
Bachelor of Business Administration, Marketing
Skills
- Private Equity
- Banking
- Forecasting
- Compliance
- Risk Management
- Credit
- Financial Modeling
- Executive Management
- Business Planning
- Treasury Management
- Pricing
- Financial Reporting
- Capital
- Strategic Planning
- Budgeting
- Debt
- Vendor Relations
- Investments
- Process Engineering
- Business Analysis
- Corporate Development
- Acquisition Integration
- Financial Analysis
- Sox
- Analysis
- Portfolio Management
- Mergers
- Loans
- Business Strategy
- Team Building
- Asset Management
- Valuation
- Process Improvement
- Equities
- Mergers & Acquisitions
- Investor Relations
- Risk
- Asset
- Hospitality Industry
- Capital Markets
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.