Phillip Worden

Phillip Worden

SVP - Sr Relationship Manager @Bank of America

Kansas City, MO, US
MOBILE NUMBERS
+14•••••••70

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WORK HISTORY

Aug 2018 — Present

SVP - Sr Relationship Manager @Bank of America

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Kansas City, MO, US

Senior Relationship Manager in Bank of America\'s Global Commercial Bank, responsible for establishing, managing, advising, and growing Bank of America\'s relationship with mid-tier middle-market and large-corporate clients with sales generally from $100 million to multi-billion. Leads and coordinates the deliver of financial solutions and advice via a team of over two dozen colleagues. Practice focuses on situations involving M&A, corporate finance, complex multi-national organization structures and family investment offices.

EDUCATION

1990 — 1992

University of Missouri-Kansas City

MBA, Finance

1984 — 1989

University of Missouri-Kansas City

BSBA, Finance & Economics

SKILLS

Private EquityCapital MarketsCredit AnalysisPortfolio ManagementMergersCorporate FinanceFinanceDue DiligenceValuationRisk ManagementInvestment BankingCommercial LendingLeveraged FinanceMiddle MarketBusiness ValuationMergers & AcquisitionsCommercial BankingFinancial Structuring

ABOUT PHILLIP WORDEN

Seasoned and accomplished banking executive focused on making the financial lives of clients easier. History of leading the execution of dozens of complex financing solutions, many of which were life-changing events for stakeholders, management and employees of clients. Now using that collective experience to advise clients on key transactions and corporate growth initiatives, while growing and deepening the firm\'s relationship. Deep knowledge of economics, equity and credit capital markets, M&A processes and events, and investment advice.

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