//assets.cakeresume.com/assets/contentarea/contentarea-2d64eca8dae2a1ffb31e0fb1df887bbad072c7c19734d7d30fa14884bbcc299a.css

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. 

Wheaton College

Forrest Ackerman

Wells Fargo Capital Finance

Relationship Manager

•	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



•	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 



Share