neil r smith presentation

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Neil R Smith Executive Director / Chief Operating Officer Managing Director - Administration Fortune 500 Group Manager, entrepreneurial business builder & strategic planner. Creative problem solver & effective administrator with global acumen. First rate business developer & inspirational leader of talent teams. Persona l details Career history Work experience Success stories Persona l profile Social networks Educatio n

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Summary of Work Experience and Professional Accomplishments - Neil R Smith

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Page 1: Neil R Smith Presentation

Neil R SmithExecutive Director / Chief Operating Officer

Managing Director - Administration

• Fortune 500 Group Manager, entrepreneurial business builder & strategic planner.

• Creative problem solver & effective administrator with global acumen.

• First rate business developer & inspirational leader of talent teams.

Personal details

Career historyWork experience

Success stories

Personalprofile

SocialnetworksEducation

Page 2: Neil R Smith Presentation

Yourphoto

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Neil R Smith

105 Duane StreetApt 28ANew York NY 10007

(646) 593 1216

Email: [email protected] site: http://neilrsmith.webs.com/

Personal details

Career historyWork experience

Success stories

Personalprofile

Socialnetworks

Education

Page 3: Neil R Smith Presentation

Managing Director - Business Group ManagerSince 2007 Bank of New York MellonKey achievement :• Direct responsibility for $50m P&L fixed income asset servicing business hiring/managing 20 staff, administering $1bn in

cash / securities movements in 500 deals for 300 clients with Net Operating Leveage of 300+bps.• Enhanced client service & improved business development - increasing new client base 14% lifting client satisfaction rates

to 94%• Creative problem solver, product manager - created new ILS products & coordinated Project Finance strategy increasing PF

service sales by 200%

Managing Director - Investment Center Head; SIO; Senior PM 2000 - 2006 Citigroup AlternativesKey achievement :• Structured, issued & administered 22 leveraged funds, Total assets of $10bn - out performed benchmark market

indices for 6 years. • Lead Investor Road shows in Europe, Asia & ME - raised $2bn net new investor capital.• Generated new $30m revenue stream through structuring, management & administrative fees. • Made direct investments as CAI Senior Portfolio Manager for 4 CDO’s with total assets of $2bn. • Lead project to restructure, reengineer or close 5 poorer performing CDO’s, returning value to capital investors

Director - Head of Credit1996 - 2000 Citigroup Credit StructuresKey achievement :• Directed Credit Team in the analysis of structured product & fixed income investment opportunities• Coordinated Investment Committee & advised Investment Desk on asset buy, sell & rebalancing with no credit

defaults & minimal capital losses• Reviewed deal documentation, negotiated amendments with originators to manage documentation & structural risks• Input into structuring & launch of new Structured Investment Vehicles (SIVs)

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Page 4: Neil R Smith Presentation

Entrepreneurial Business Developer & Manager2007 2009 Bank of New York Mellon

TOP 3 Deliveries

Client service oriented2007 - 2009 Bank of New York Mellon

Effective Fixed income Executive Adminstrator2000 - 2006 Citigroup Alternatives

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Education

• Turned around poor client servicing & made it a business strength.

• Introduced an enhanced, comprehensive CRM approach to Structured Project Finance group growing new client base by 14% in 2009 & In 2 years lifting client satisfaction ratings to 94%

• Creatively working with clients to develop and launch new product offerings including Catastrophe Bonds and integrated Project Finance services growing cross sales by 15%

• Built solid financial services business, growing net revenue at 25% CAGR over 3 years.

• As Business Group Manager implemented policies & procedures; allocated resources; hired, managed & motivated a team of 20 professionals, administering 500 structured & project finance debt deals for almost 300 clients.

• Managed securities administration group with annual revenues of $50m+ & net Contribution Rate of 94%

• Built fixed income investment business around 22 leveraged funds with total assets of $10bn, including portfolio management, credit research, operations, investor reporting & product management teams

• Out performing benchmark market indices for all 6 years generating new $30m revenue stream

• Lead project to restructure, reengineer or close 5 poorer performing CDO’s, returning value to capital investors with no economic loss to the company.

Page 5: Neil R Smith Presentation

MBA - Finance1993 CASS Business School

Topics : . International Finance . Corporate Finance . Derivatives and Structured Financial Products . International Business Strategy . Marketing

Bachelor of Arts - Honors1982 University of Western Australia

Topics : . Polictical Science . Public Administration . Economics . Economic History . Philosophy

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Page 6: Neil R Smith Presentation

Follow me through my social profile :

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Career historyWork experience

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The LinkedIn Profile

Blog on Finance Topics and Issues

Twitter project - Financial news / issues updates

Neil R Smith Web Page

Page 7: Neil R Smith Presentation

Personal interests

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Personal details

Career historyWork experience

Success stories

Personalprofile

SocialnetworksEducation

Travel, Triathlon, Long Distance Running, Cycling, Snowboarding, Tennis, Football, Food and Cooking, Wine collecting

Photography, Contemporary Art.  Reading - history; contemporary novels; business publications

Current affairs, Environment, Community / charitable work

Memberships / Supporter and Participant:American Australian Association Australia Latin American Business CouncilJapan SocietyAsia SocietyAmerican Indonesian Chamber of CommerceAmerican Securitization Forum (ASF)Latin American Federation of Banks (FELABAN) ABA and ICB (Institute of Certified Bankers)CASS Business School US Alumni Association and UWA Alumni Convocation

Givology - micro philanthropy https://www.givology.org/charity : water   http://www.charitywater.org/New York Magpies Australian Rules Football Club; NY Road Runners Club US Triathlon AssociationMetropolitan Museum New York City