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
TRANSACTION EXPERIENCE
• $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
Education
Wheaton College
Economics
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
Projects
Skills
Excel PowerPoint Market Analysis & Positioning Client Relationship Management
Languages
English — Native Chinese — Working Proficiency
