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Forrest Ackerman

With experience in US client relations / US market analysis, a foundation in financial modeling / risk analysis, as well as working proficiency in Chinese, I hope to further develop and contribute to any space where Taiwan and the global community intersects.
Wells Fargo Capital Finance
Wheaton College
Taipei, Taiwan

Professional Background

  • Current status
    Employed
    Not open to opportunities
  • Profession
    Financial Analyst
  • Fields
  • Work experience
    4-6 years (4-6 years relevant)
  • Management
    None
  • Skills
    Excel
    Market Analysis & Positioning
    PowerPoint
    English
    Client Relationship Management
  • Languages
    English
    Native or Bilingual
    Chinese
    Fluent
  • Highest level of education
    Bachelor

Job search preferences

  • Desired job type
    Full-time
    Interested in working remotely
  • Desired positions
    Business Development
  • Desired work locations
    Taipei City, Taiwan
  • Freelance
    Non-freelancer

Work Experience

Relationship Manager

Oct 2016 - Jul 2019
2 yrs 10 mos
• Managed a portfolio of 16 companies and underwrote their loan modifications/upsizes in support of capital needs (M&A, working capital, etc) • Mined and analyzed large sets of data to provide regional credit manager concise reports on the trends of her portfolio • 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 • Completed the 2-year Wells Fargo Wholesale Banking Training Program and upon graduation promoted to Relationship Manager TRANSACTION EXPERIENCE • $1.1Bn Extension | Provided detailed analysis of a company’s global rental equipment including graphical representation of utilization rates, unit composition, and physical location • $340MM Proposal | Created a presentation deck for a leading golf company illustrating terms and projected liquidity • $10MM Commitment Increase | Modeled financial performance of a metal’s manufacturer given multiple market scenarios

Supply Chain Cost Estimator

Jun 2014 - Apr 2016
1 yr 11 mos
• Coordinated the collection, analysis, and reporting of material cost data for 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 manager as lead analyst on Northrop Grumman’s largest space program • Successfully trained six new analysts and delegated responsibilities appropriately • Received full-time offer after a successful internship in 2014

Education

Bachelor of Arts (BA)
Economics
2012 - 2015
3.6/4 GPA
Activities and societies
Business Manager for The Wheaton Record (on-campus newspaper).