Patrick Sullivan

About Patrick Sullivan

Self-motivated, hard-working, extremely focused Finance professional with more than 10 years experience. Strong attention to detail, extremely effective working on teams and independently, thrive on opportunities that require challenges of different varieties. Delivers results of excellent quality. Specialties: Asset / Liability Management, Corporate Finance, Financial Modeling, Forecasting, Risk Analysis

Experience

1. Lead Treasury Analyst - Corporate Alm

   Wells Fargo

   Jun 2016 — Present

   Lead the Interest Rate Risk (IRR) process, compiling, analyzing, and explaining IRR results for the Wells Fargo balance sheet under multiple interest rate scenarios. Manage the IRR scenario runs process coordinating with ALM production and Wells Fargo business lines, completing over 400 scenarios annually• Prepare IRR slides for presentation to the Corporate ALCO Committee, IRR Committee and Board of Directors. Recommend hedging and purchase strategies to reduce earnings risk while optimizing net interest income (NII)• Assist the Investor Relations Department with analyst questions regarding NII, NIM and balance sheet management. Assist external reporting preparing 10Q and 10K schedules for IRR • Implemented risk controls around the IRR process. Created formal results review files and lead review meetings with ALM, Corporate Risk and business line partners. Work with COSO, Audit and other groups to ensure IRR documentation and EUCTs are up to date and all risk controls are completed • Lead staff supporting the IRR process

Education

• UNC Charlotte Belk College of Business

  Masters of Business in Administration

  2008 — 2010

• Siena University

  Bachelor of Science, Finance

  1997 — 2001

Skills

• Analysis
• Financial Planning
• Forecasting
• Asset/Liability Management
• Financial Analysis
• Finance
• Financial Forecasting
• Financial Modeling
• Variance Analysis
• Corporate Finance
• Essbase