- Marathon and ultra-marathon running
- Snowboarding
- Health & Wellness
- Yoga
- International Travel & Culture
- Cycling
- Animal Advocacy
Adam Arenas
Charlotte,NC
Summary
Dynamic finance professional with extensive experience in Banking/Financial Institutions, specializing in renewable energy investments. Passionate about impact investing and leaving behind a better world than the one I inherited. Highly adept problem-solver and collaborator with significant experience managing a large number of client relationships while working towards an ultimate goal of a target renewable energy investment amount partnering with high quality and responsible counterparties.
Overview
9
9
years of professional experience
Work History
Principal - Renewable Energy Finance
Fifth Third Bank
Charlotte, NC
07.2021 - Current
- Originated $1Bn USD of renewable energy investments across mainly utility-scale solar, wind, and battery storage projects, as well as distributed-generation and commercial rooftop solar and community solar projects.
- Led the Bank's investment initiative into standalone and paired battery storage including whitepaper research, Policy development, and investment strategy.
- Responsible for screening new investment opportunities including upfront diligence and complex financial modeling.
- Manage 10+ client relationships including routine construction monitoring, managing key stakeholder relationships, communication with regulators, managing third party vendors (insurance, appraisers, engineers, etc.) and ensuring on-time financial closings and fundings.
- Collaborated with key financial product partners including DCM/Syndication Desk, Credit Underwriting, and Financial Risk Management to create comprehensive financing strategies for Bank clients.
- Developed an in-depth understanding of Project Finance (debt and tax equity), Holdco Lending, and various financial structures (Construction to Term Lending, Sale Leasebacks, Partnership-Flips, Letters of Credit, and TEBLs).
Operational Risk Consultant
Wells Fargo & Company
Charlotte, NC
11.2019 - 07.2021
- Communicated directly with executive-level leadership as the primary risk contact for the Renewable Energy Finance team.
- Implemented and managed controls to comply with legal and banking regulations, internal risk exposure metrics and risk-weighted asset limits, and best-practice procedure development.
- Collaborated with cross-functional teams to implement risk management strategies.
Senior Auditor
Wells Fargo & Company
Charlotte, NC
06.2017 - 11.2019
- Identified data trends in foreign exchange sales & trading pricing algorithms and concluded on evidence of mispricing which resulted in an overhaul of the Bank’s foreign exchange business.
- Recognized for exceptional contribution as a junior auditor.
Business Analyst
HCG Funds
Raleigh, NC
01.2017 - 06.2017
- Created pitch books based on digital finance and financial technology for client and investor education
- Maintained daily client and prospect research information, news, and market updates for Hedge Fund
Education
Bachelor of Science - Business Administration - Finance
North Carolina State University
Raleigh, NC05-2017
Skills
- Problem-solving
- Teamwork and collaboration
- Excellent communication
- Conflict Resolution
- Analysis
- Relationship Management
Interests
Timeline
Principal - Renewable Energy Finance
Fifth Third Bank
07.2021 - Current
Operational Risk Consultant
Wells Fargo & Company
11.2019 - 07.2021
Senior Auditor
Wells Fargo & Company
06.2017 - 11.2019
Business Analyst
HCG Funds
01.2017 - 06.2017
Bachelor of Science - Business Administration - Finance
North Carolina State University