CASEY BAKER, CFA
Managing Director
Roseville,CA
Summary
Strategic and results-oriented business leader with experience in strategy, planning and operations. Skilled in developing and executing business plans to maximize profitability, streamline operations and maintain compliance with industry regulations. Proven people leader motivates and optimizes staff performance and productivity.
Overview
16
16
years of professional experience
Work History
MANAGING DIRECTOR
RABO AGRIFINANCE
ROSEVILLE
05.2021 - Current
- Manage multiple offices (Santa Rosa, Santa Maria, Yuba City, El Centro, and the state of Arizona) as well as a team of nine Relationship Managers who have a combined portfolio of $1.5bln: 50% of the total California/Arizona Territory
- Developed/oversee management of Middle Market/Agribusiness companies with revenues ranging from $5mln to $300mln, while deepening relationship through available non-interest income revenue streams to include derivative hedging, crop and hedging insurance products
- Grew the loan portfolio by $180mln in two years, leveraging Rabobank's global network (Spain, France, Netherlands), which resulted in the attaining the #1 ranked region in the United States for both 2021 and 2022 (as measured by various loan growth/profitability metrics): currently ranked #1 for 2023
- Successfully negotiated multiple loan originations with private equity and investment banking firms, ranging from M&A, to refinance of existing debt.
SENIOR FINANCIAL ANALYST MANAGER, SVP
RABOBANK / RABO AGRIFINANCE
FRESNO
09.2017 - Current
- Manage and develop a team of 53 Financial Analysts and 4 Financial Analyst Managers across Food & Ag lending to create consistency across business lines, enhance training and development, and foster independence from the sales environment
- Manage and continually monitor the commercial lending process, identifying process improvement opportunities to enhance efficiency and improve the customer experience
- Support the Pacific Territory Relationship and Financial Analyst Managers to help drive the underwriting process from origination through to approval by advising on loan structure and partnering with local and international credit colleagues.
FINANCIAL ANALYST MANAGER, SVP
RABOBANK
FRESNO
05.2015 - 09.2017
- Liaison between California's Customer Relationship Team and the Credit Department, communicating directly with local and Head Office (Utrecht) credit personnel, annually moving 50 large, complex deals through the credit approval process
- Interpret and apply bank policies, governmental legislation, accounting theory, and customer financial regulations in parallel with supervising 14 financial analysts
- Improve final underwriting quality by implementing a robust quality-review function prior to loan application submission.
CREDIT OFFICER, VP
RABOBANK
03.2013 - 05.2015
- Decision loan requests within $5mln of delegated approval authority along with recommending approval on loan requests to the bank's local and global credit committees
- Customize software and train staff on newly integrated financial spreading and credit application program (Credit Quest).
FINANCIAL ANALYST, AVP
RABOBANK
08.2010 - 03.2013
- Underwrite large, complex credit proposals with exposures ranging from $10-$100 million, which included evaluation of business plans, financial statements and projections
- Manage assigned loan portfolio, assessing the integrity and accuracy of loan grades and identifying potential deterioration in credit quality
- Provide direction to Relationship Managers and Financial Analysts on loan structure and credit application content, quality, and risk-adjusted returns.
BRANCH MANAGER
WESTAMERICA BANK
CLOVIS
04.2008 - 08.2010
- Execute marketing strategy to drive yr/yr loan and cross-sell growth that resulted in the Clovis Office ranking number one in financial performance in the state: ranking based on various profitability metrics that include non-interest income, non-interest expense, and investment sale revenue.
Education
Business Analytics -
Harvard University
Chartered Financial Analyst (CFA) Charter holder - undefined
CFA Institute
Bachelor of Science in Business Administration - undefined
California Polytechnic San Luis Obispo
Skills
Mentoring and training
Business planning
Staff Management
Business Development
Negotiation
Problem solving skills
Client account management
Employee reviews
Effective leader
High Performer Selections
- 2015
- 2017
Additional Information
Member: CFA Institute, CFA Society of San Francisco
Programs
- Selected for the 2022 Rabobank Global Rural Leadership Program
- Mentor for the Rabobank Summit Program (2018)
- Rabobank: Utrecht Visitor Credit Program (2016)
Accomplishments
One of 15 leaders across the globe selected to attend Rabobank's Global 2022 Leadership Program.
High Performer selection 2015, 2017
Timeline
MANAGING DIRECTOR
RABO AGRIFINANCE
05.2021 - Current
SENIOR FINANCIAL ANALYST MANAGER, SVP
RABOBANK / RABO AGRIFINANCE
09.2017 - Current
FINANCIAL ANALYST MANAGER, SVP
RABOBANK
05.2015 - 09.2017
CREDIT OFFICER, VP
RABOBANK
03.2013 - 05.2015
FINANCIAL ANALYST, AVP
RABOBANK
08.2010 - 03.2013
BRANCH MANAGER
WESTAMERICA BANK
04.2008 - 08.2010
Business Analytics -
Harvard University
Chartered Financial Analyst (CFA) Charter holder - undefined
CFA Institute
Bachelor of Science in Business Administration - undefined
California Polytechnic San Luis Obispo