ROBERT R. WENZEL
East Moriches,NY
Summary
Experienced financial sales executive specializing in working capital solutions origination. Strong background in financial technology, trade finance, risk management, and capital markets. Consistently demonstrated a proven track record in business origination, marketing, and executing innovative structured solutions for Fortune 500 and middle market companies. Highly organized nature allows for effective management of multiple complex transactions. Successful optimization of processes and restructuring of operations to drive success.
Overview
15
15
years of professional experience
Work History
CEO
High Tide Funding
08.2023 - Current
- Secured financing for critical projects through negotiation of favorable loan terms with financial institutions or investors.
- Achieved company growth by implementing strategic plans and streamlining operations.
- Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
- Developed key operational initiatives to drive and maintain substantial business growth.
- Enhanced brand reputation with effective marketing campaigns and public relations efforts.
- Established new revenue streams by identifying market opportunities and launching innovative products or services.
Senior Director | Sales and Business Development
Peridot Financing Solutions a Blackstone Co.
08.2022 - 06.2023
- Originated 14 new working capital opportunities that accounted for over $2.2B in potential notional and over $4.5M in annual revenue
- Developed and advanced the Peridot business strategy adding 480 new profitable contacts with middle market companies across multiple verticals
- Deepened relationships with existing clients 25% by providing additional working capital solutions that provided over $35M in increments
- Coordinated with stakeholders across multiple departments to develop innovative strategies for problem solving
- Provided guidance on best practices in project management to ensure successful outcomes
- Promoted a culture of collaboration among staff members through regular communication, feedback, and recognition
Director | Sales and Trading
LiquidX
04.2020 - 06.2022
- Originated and executed $3B of working capital transactions across multiple industry sectors generating $3.6M in annual revenue
- Developed and advanced the LiquidX alternative funder strategy adding 15 additional funders including (Peridot, UBS O'Connor, and Octagon Capital) to the platform and increased available marketplace liquidity by 30%
- Served as the lead on the LiquidX White Label campaign that increased the number of client participants from 1 to 7 and provided over $35 million in additional revenue opportunities
- Conducted regular meetings with department heads to review progress on strategic initiatives
- Collaborated with senior leadership to set long-term objectives for the company
Director | Global Financial Solutions
MUFG Bank, Limited.
03.2013 - 03.2020
- Winner of the Americas Top Producer Award (2017) and Culture of Excellence Award (2016)
- Originated and executed over $2B of structured transactions across various industry verticals generating $18M in annual revenue
- Developed and advanced MUFG's working capital cross-entity marketing strategy that identified $10M of incremental annual revenue
- Utilized innovative structured credit solutions that deepened the product suite offered to U.S
- Wholesale clients including the Enhanced Credit Linked Note and Structured Repo
- Identified opportunities for improvement in operational performance metrics
Vice President | Business Line Risk Officer - Structured Products
MUFG Bank, Limited.
01.2010 - 03.2013
- Analyzed stress test scenarios and provided portfolio evaluation for the Structured Product business lines
- Enhanced capital efficiency management by using risk-adjusted return metrics that resulted in a $3 billion reduction of RWA
- Served as the Credit Risk subject matter expert on all new products
Education
BS Psychology -
Fairfield University
Skills
- Key Performance Indicators
- Team Building and Motivation
- Team Management
- Market understanding
- Prospecting skills
- Pipeline Development
- Budget Control
- Contract Negotiation
- Staff Development
Timeline
CEO
High Tide Funding
08.2023 - Current
Senior Director | Sales and Business Development
Peridot Financing Solutions a Blackstone Co.
08.2022 - 06.2023
Director | Sales and Trading
LiquidX
04.2020 - 06.2022
Director | Global Financial Solutions
MUFG Bank, Limited.
03.2013 - 03.2020
Vice President | Business Line Risk Officer - Structured Products
MUFG Bank, Limited.
01.2010 - 03.2013
BS Psychology -
Fairfield University
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