Forrest Ackerman

Taipei, Taiwan

With experience in client relations, market research, financial modeling, and risk analysis, as well as working proficiency in Chinese, I hope to further develop and contribute my skills in spaces where Taiwan and the global community intersect.

[email protected] forrestedward

Work Experience

Relationship Manager  •  Wells Fargo Capital Finance

October 2016 - July 2019

• Managed a portfolio of 16 companies and underwrote  loan modifications/upsizes in support of capital needs (M&A, working capital, etc) 
• Performed ad-hoc analysis of division-wide portfolio data to provide regional credit manager
• Monitored risk ratings, asset values, industry trends, and financial performance of portfolio companies
• Coordinated with contract lawyers, compliance consultants, and financial spreading teams to ensure seamless portfolio management
Pitched deals to external and internal stakeholders.
• Promoted from Financial Analyst to Relationship Manager upon successful completion of the Wholesale Banking Training Program

• $1.1Bn Extension | Provided detailed analysis of a company’s global rental equipment including a graphical representation of utilization rates, unit composition, and physical location
• $340MM Proposal | Created a presentation deck for a leading golf company illustrating forecasted liquidity under various deal scenarios
• $10MM Commitment Increase | Modeled financial performance of a metal manufacturer given multiple market scenarios

Supply Chain Cost Estimator  •  Northrop Grumman Aerospace Systems

June 2014 - April 2016

• Collected, analyzed, and reported material cost data in support of NASA & DOD proposals
• Conducted variance analysis on planned vs. unplanned material costs to determine cushion metrics
• Constantly troubleshot compatibility issues between the ERP and pricing system
• Appointed by the manager as the lead analyst on the company's largest space program
• Successfully trained six new analysts and delegated responsibilities appropriately
• Received a full-time offer after a successful internship in 2014


Wheaton College


2012 - 2015

GPA: 3.6 / 4

National Taitung University

Chinese Intensive Program

2019 - 2021

Recipient of Taiwan’s Ministry of Education Scholarship

Passed TOCFL Level B1 after 10 months of study



   Excel     PowerPoint      Market Analysis & Positioning         Client Relationship Management   


   English — Native      Chinese — Working Proficiency