Isabella F. Ponterio
Summary
Experienced Financial Management Officer with more than seven years of success in overseeing financial activities for clientele. Expert in Private Banking, Family Office Management, and Lending Partner Program Development. Seeking a client facing role within an entrepreneurial spirited organization with intent to grow portfolios, and build rapport with existing Clients.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Assistant Vice President (AVP) - Private Client
Wintrust Wealth Management
01.2023 - Current
- Relationship Manager / Business Development Officer; Middle Market Commercial and Ultra High Net Worth Private Clients.
- Specialty in Family Office Management, Partnership Acquisition and Dividend Recapture Lending Programs.
- Responsible for day to day client portfolio management, expansion of existing relationships by identifying investment management, lending, financial planning and commercial opportunities.
- Performance: FYE23; exceeded Sales Goals in excess of 230% completion to goal for New Revenue Goals. Current Year FY24; +105% Completion of Sales Goals, with more than six months remaining on Score Card for FYE24.
- Portfolio Structure: +$100MM in Bank AUM; consistent of depository, lending, financial planning / investment management, and trust clients; in total 120+ individual relationships.
- Trained and mentored newly onboarded Loan Officer and Associate Banker.
Loan Officer / Associate Banker - Private Client
Wintrust Wealth Management
01.2022 - 01.2023
- Built and managed book of business in excess of $25MM in AUM. Simultaneously managed junior Banker portfolio, and shadowed two Team Leads for the entirety of the role.
- Responsible for portfolio management and assisted with the onboarding process of new clients for two separate Downtown Deal Teams. Tasked with identifying opportunities in current portfolios.
- Mentored and trained rotational credit analysts every six months.
- Underwrote Deal Screens for Credit Team upon review of Prospective Partnership Programs.
Credit Analyst - Private Client
Wintrust Bank
06.2020 - 01.2023
- Aggregated data sets to prepare personal and commercial financial analysis presentations.
- QC Analyst: Led a team of three analysts in the PPP 1.0 & 2.0 Forgiveness Programs.
- Accomplished timely renewal processes utilizing the preparation of Credit Approval Presentations (CAPs) for prospective & existing Private Borrowers to three internal credit committees on a weekly basis.
- Assessed credit worthiness, risk mitigation and specifically focused on evaluating Borrowers' liquidity positions. Monitored PCG's Assets Held Away Margin Loan Report.
- Social Chair (SCC): Elected Chair of WCA's Social and Cultural Committee (SCC) – Lead team of analysts in planning events to foster connections within the various classes of analysts and amongst executives throughout all of Wintrust's Bank Charters.
Education
BSBA - Entrepreneurship
Elon University
Elon, NC06.2020
BSBA - International Business
Elon University
Elon, NC06.2020
Skills
- Financial Statement & Credit Analysis
- Client & Investor Relations - Relationship Management
- Excellent Verbal and Written Communication
- Presentation Creation
- Microsoft Excel proficiency
- Loan Documentation & Due Diligence Review
- Underwriting, Debt structuring & risk assessment
- Notary Public
- Private Equity - Fund Evaluation
Certification
- Certified Financial Planner, Wintrust Wealth Management - In process
Languages
Italian
Professional Working
French
Limited Working
Timeline
Assistant Vice President (AVP) - Private Client
Wintrust Wealth Management
01.2023 - Current
Loan Officer / Associate Banker - Private Client
Wintrust Wealth Management
01.2022 - 01.2023
Credit Analyst - Private Client
Wintrust Bank
06.2020 - 01.2023
BSBA - Entrepreneurship
Elon University
BSBA - International Business
Elon University
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