Contactgegevens
E-mail
(werk)
(werk)
(werk)
Telefoon
312-479-8448 (mobiel nummer (werk))
312-880-5647 (werk)
Website
Adres
550 W. VanBuren
Chicago IL 60607 (werk)
Chicago IL 60607 (werk)
Werk/opleiding
Werkervaring
Huron Consulting Group
/ Manager
2007 -
Nu
Agnes has over twelve years of industry and consulting experience, which includes forensic investigations, damage claims calculations, financial statement analysis and other finance and accounting functions. Her industry focus as a consultant includes banks, broker-dealers, futures commission merchants, fund-of-funds, hedge funds, and other types of financial institutions.
BMO Capital Markets
/ Associate
2001 -
2007
• Portfolio management of 52 relationships including Futures and Options Trading Firms, Broker-Dealers, Fund of Funds and Hedge Fund managers.
• Project based work, involving multi-tasking, frequent reprioritizing, and direct client contact.
• Structuring of credit facilities, analysis of financial statements, monitoring of financial performance, ensuring compliance with bank credit policies and procedures, and legal documentation.
• Assisting relationship managers in client presentations, negotiations, and due diligence.
• Approval of settlements for clients that were members firms at DTC/NSCC, NYMX, CME, NYCC, and TCC.
• Underwriting credit facilities to financial markets for futures and options trading firms and fund managers.
• Determining asset quality, capital position, earnings potential, and cash flow generation of these firms.
• Assessing the quality and effectiveness of client’s internal risk management policies and systems.
• Analyzing and monitoring future industry’s market conditions for trend and volatility.
• Compiling division quarterly financial performance report for presentation to senior management.
• Project based work, involving multi-tasking, frequent reprioritizing, and direct client contact.
• Structuring of credit facilities, analysis of financial statements, monitoring of financial performance, ensuring compliance with bank credit policies and procedures, and legal documentation.
• Assisting relationship managers in client presentations, negotiations, and due diligence.
• Approval of settlements for clients that were members firms at DTC/NSCC, NYMX, CME, NYCC, and TCC.
• Underwriting credit facilities to financial markets for futures and options trading firms and fund managers.
• Determining asset quality, capital position, earnings potential, and cash flow generation of these firms.
• Assessing the quality and effectiveness of client’s internal risk management policies and systems.
• Analyzing and monitoring future industry’s market conditions for trend and volatility.
• Compiling division quarterly financial performance report for presentation to senior management.
Opleiding
MBA, 2007
Bachlor of Science, Accountancy, 2000
1995
Alles weergeven
Openbare stream
Agnes Nicely Schwietert heeft haar profiel bijgewerkt 14-09-2008
| Nieuwe relatiestatus | Married |
| Nieuwe politieke overtuiging | Moderate |
| Nieuwe woonplaats | Chicago |