Taylor Trotter

Director; Subscription Finance

Role
Director Subscription Finance at Citizens
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Director Subscription Finance

    Citizens

    May 2018 — Present · Charlotte, NC, US

    The Citizens Bank Subscription Finance & Services provides dedicated support to private equity firms across a range of solutions designed to meet client demands for speed, certainty and agility including- Private equity fund financing including subscription credit facilities that provide flexibility to support a range of needs including short to medium term requirements such as bridge loans for funding investments, to longer term structured financing to support targeted needs of a private equity firm’s portfolio companies, as well as working capital management for the fund such as payment of management or professional fees- Commercial banking products specifically beneficial to private equity firms including comprehensive treasury solutions, foreign exchange, escrow services, trade finance, and wealth management- Investment banking services including M&A buy / sell side advisory, financial opinions & valuation, restructuring & bankruptcy solutions; capital markets solutions such as bookrunner, portfolio company financing, loan syndications and trading. Citizens Bank is the sole bank sponsor of the Private Equity CFO Association, offering peer-to-peer networking opportunities for CFOs to share best practices, discuss industry issues, and attend presentations from industry partners on hot topics within Private Equity.

Education

  • Clemson University

    Bachelor of Science in Finance, Minor in Accounting

    2003 — 2007

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