Debbie Wapensky
Summary
CFO & Executive with experience managing Fortune 500 teams to start-up groups. Trusted advisor to CEO and Executives; key role in developing business strategy and executing management initiatives. Managed successful majority recapitalization. Financial Planning and Analysis Capital, Liquidity and ALCO Management Mergers and Acquisition, Business Development Investment Portfolio Management Strategic Planning Valuation, Profitability Measurement Real Estate Acquisition and Development Facilities Planning and Management International Business Management IT, Operations and Risk Management Accounting, SOX and Operational Controls Product Development and Pricing Board, SEC and Regulatory Reporting Management of Large Teams Results-oriented Chief Financial Officer bringing [Number] years of experience in [Industry]. Strong history of achieving both financial and non-financial business goals with effective controls and planning. Seasoned Chief Financial Officer focused on helping companies accomplish missions and drive growth. Expansion-minded professional versed in navigating complex financial challenges.
Overview
34
34
years of professional experience
Work History
Chief Financial Officer
SRS Acquiom
Denver, CO
04.2016 - 01.2024
- Technology enabled merger and acquisition and loan agency service platform providing clients with full-service transaction support including virtual data rooms, private client portals, shareholder representation services, payment, and escrow services
- Completed over 7,350 deals with over $775 billion of aggregate deal value
- Built finance function from a start-up team to a sophisticated team who completed a sizeable majority recapitalization, including managing a related complex lending facility with detailed covenant reporting
- Implemented Workday to improve efficiency of accounting, HR, and data analytics teams
- Managed Business Intelligence function which monitored market activities and sales trends
- Implemented CPQ in Salesforce to improve consistency and align pricing to services provided
- Evaluated hedging strategies to reduce revenue volatility tied to interest rate sensitivity.
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Excellent communication skills, both verbal and written.
Chief Financial Officer, Chief Security Officer
Trust Company of America
Centennial, CO
03.2014 - 04.2016
- Technology development company providing brokerage, trading, and banking services to registered investment advisors; top 10 custodian with $14+ billion in assets under custody
- Restructured bank activities to create new revenue streams that float with interest rate changes (over $1.2 million improvement in 2015)
- Realigned treasury activities to reduce bank fees and increase system reliability
- Developed strategy to restructure a $500 million investment portfolio to reduce interest rate and price volatility risk.
Chief Financial Officer, Executive Vice President, Board Secretary
Vectra Bank Colorado, NA
Denver, CO
11.2001 - 03.2014
- Colorado-based wholly owned, separately chartered $3 billion bank: subsidiary of Zions Bancorp, a $50+ billion regional bank holding company
- Responsible for capital, liquidity and balance sheet management, stress testing, strategic planning, financial planning and analysis, M&A and investment analysis, bank operations including implementation of technology, facilities and branch strategic planning and management, product pricing and development, evaluation of efficiency of processes, and regulatory compliance
- Developed strategies to maximize shareholder value (“SVA”) and improve business unit and bank performance
- Created asset and liability management strategies, loan and deposit pricing models and hedging strategies to maintain a stable to improving margin
- Managed bank liquidity position and capital levels to meet regulatory and operating requirements
- Directed facilities management for up to 60 locations and all branch expansion and real estate activities
- Managed IT function and evaluated technology solutions to meet bank and client requirements
- Improved bank financial performance through strategic management of capital investments and expenses; reduced efficiency ratio by over 5 percentage points
- Created a commercial loan pricing model and incentive tracking system reporting SVA results
- Provided asset and liability management framework, improving net interest income by $14 million over 2009 results
- Created performance scorecards to improve accountability and financial performance
- Managed board and external reporting; presented proposals on key initiatives to the board
- Developed retail location strategy and executed bank-owned real estate development activities
- Managed holding company data integrity project to ensure accuracy of stress test inputs.
Senior Vice President, Vice President and Chief of Staff
Providian Financial Corporation
01.1999 - 01.2002
- Fifth largest domestic mono-line credit card company with start-up internet and international divisions (now part of JPMorgan Chase).
Vice President
BankAmerica Leasing & Capital Group
01.1998 - 01.1999
Vice President
Bank of America
01.1994 - 01.1999
- Business and Technology Development; Corporate Development
- Developed and executed strategies and provided financial and leadership oversight for international and on-line units
- Executed the sale of the UK business at a premium
- Managed funding and liquidity requirements, and provided credit, financial and operational oversight for international markets
- Created strategies to minimize funding and capital repatriation risks for international markets
- Evaluated international markets and developed expansion plans
- Developed strategic vision for online functionality acquired through strategic alliances
- Managed regulatory communications for capital plan
- Developed international market expansion initiatives
- Evaluated venture investments in innovative technologies
- Revised efficiency and performance metrics for credit and collections functions
- Managed sales processes for Argentina and U.K
- Units involving extensive international travel
- Largest U.S
- Commercial bank providing broad-based wholesale and retail banking and capital markets services.
Intern
Metropolitan Life Insurance Co
06.1993 - 08.1993
- Provided strategic planning and analysis to assist the CFO and Vice Chairmen in evaluating initiatives to improve financial performance and maximize shareholder value
- Managed transactions, negotiated contracts, prepared offering memos and coordinated due diligence activities
- Prepared and presented deal summaries and valuation results for the Board of Directors and Vice Chairmen
- Performed valuation analysis for corporate M&A activities
- Managed diligence and transition teams of up to 100 people
- Evaluated economic potential of units and recommended strategies to enhance value
- Conducted strategic reviews and managed sale of a $1.4 billion consumer finance division
- Managed sale of a $1.4 billion manufactured housing business and structured servicing agreement for $8 billion of retained assets
- Performed valuation of and managed financial aspects of a $1.8 billion acquisition of a leasing business.
Audit Senior
Ernst & Young
Atlanta, GA
09.1990 - 08.1992
Audit Staff Member
Coopers & Lybrand
New York, NY
08.1989 - 09.1990
Education
M.B.A - Finance & Management
New York University, Leonard N. Stern School of Business
B.S - Business Administration
University of Colorado, Leeds School of Business
Skills
- Corrective Actions
- Raising Capital
- Infrastructure Planning
- Leadership and People Development
Affiliations
- CFO of the Year Award, Denver Business Journal, 2008Children’s Museum of Denver, Board Member (2005 to 2011); Chair of the Board (2007 to 2010)Downtown Denver Inc., Board Member (2010 to 2013); Women’s Bean Project, Board Member (2004-2005); Women’s Vision Foundation; Wise Women Council; Co-Chair, Women’s Vision Success Forum, 2007; Yoga, Pilates, work out enthusiast. Long-term member of Financial Executives International (FEI).
Certification
CFO
CPA
Timeline
Chief Financial Officer
SRS Acquiom
04.2016 - 01.2024
Chief Financial Officer, Chief Security Officer
Trust Company of America
03.2014 - 04.2016
Chief Financial Officer, Executive Vice President, Board Secretary
Vectra Bank Colorado, NA
11.2001 - 03.2014
Senior Vice President, Vice President and Chief of Staff
Providian Financial Corporation
01.1999 - 01.2002
Vice President
BankAmerica Leasing & Capital Group
01.1998 - 01.1999
Vice President
Bank of America
01.1994 - 01.1999
Intern
Metropolitan Life Insurance Co
06.1993 - 08.1993
Audit Senior
Ernst & Young
09.1990 - 08.1992
Audit Staff Member
Coopers & Lybrand
08.1989 - 09.1990
M.B.A - Finance & Management
New York University, Leonard N. Stern School of Business
B.S - Business Administration
University of Colorado, Leeds School of Business