Management Risk

David Schulz

Email: abpr9g@r.postjobfree.com

Address: ** ****** ****

City: Monroe

State: CT

Zip: 06468

Country: USA

Phone: 203-***-****

Skill Level: Director

Salary Range: > $250,000

Willing to Relocate

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

DAVID R. SCHULZ

BUILDS RELATIONSHIPS WITH INTEGRITY

abpr9g@r.postjobfree.com

Home: 203-***-****

24 SQUIRE ROAD

MONROE, CT 06468

BROAD EXPERTISE:

TREASURER - CAPITAL MARKETS - INVESTMENT PORTFOLIOS

ASSET BACKED SECURITIES - CREDIT & RISK MANAGEMENT - INVESTOR RELATIONS - WORK-OUT & TURNAROUND - REGULATORY & COMPLIANCE -PEOPLE & TEAM DEVELOPMENT

A top performing international finance expert with passion for excellence and ability to communicate on all levels of a company and collaborate with investors, shareholders, regulatory partners and rating agencies.

Expert in coaching and mentoring staff across different cultures, leading cross-functional teams, and delivering objectives utilizing 15+ years in Banking, Capital Markets and Treasury management to design business strategy, efficiently implement plans and deliver complex projects.

Broad background in balance sheet management, funding strategy, credit analysis, regulatory compliance, accounting, asset liability management, structured finance, legal & tax optimization, and talent development.

Inclusive leader who won GE Chairman's Leadership award for persistence and commitment to goal achievement. Notable organizational skills and ability to juggle multiple projects and priorities. Extensive international experience including residing in Canada, England and Germany. Fluent in Business German. FINRA Series 63 & 79 licenses.

PROFESSIONAL PROFILE

GENERAL ELECTRIC (GE CAPITAL-RETAIL FINANCE) - Stamford, CT 2006 - present

GE is a diversified infrastructure, finance and media company taking on the world's toughest challenges and operates in more than 100 countries and employs ~ 300,000 people.

Built reputation on high ethics and sound business practices. Leads capital market endeavors for ~$25B securitization funding programs and a ~$25B consumer bank. Deep knowledge of bank and credit markets, treasury audit and controllership, and structured finance / asset securitization. Brings strong funding strategies and liquidity planning. Builds collaborative relationships with investors, banks, rating agencies and regulatory partners (Fed, OCC, FDIC, CFPB). Consistently recognized for delivering commitments and domain expertise, including restructuring resources, risk management, and investor relations. Develops and implements strategic plans with P&L accountability. Trains and coaches teams while controlling expenditures. Site leader for United Way campaign.

CAPITAL MARKETS LEADER - Consumer Finance

Member of the management team charged to develop prudent funding diversification strategies and lead securitization programs and investor development. Recognized for inclusive leadership and talent development and coaching cross-functional teams on complex projects. Designed and implemented new asset-backed securities programs for company and identified and implemented major new funding platform for GE Capital consumer bank, resulting in nine-figure funding cost savings. Doubled ABS program's investor base while increasing transparency and reducing reporting errors.

* Planning / Leadership: Challenged by management to redesign team and increase collaboration, improve accountability and processes, strengthen risk management and controllership. Provides leadership and mentorship to improve Investor transparency around reporting, surveillance, and ratings. Applying sound business practices and participates in several industry groups to identify best practices and intelligently implement changing regulatory environment. Implemented several new processes and documentation to strengthen compliance and regulatory affairs.

* Directing / Leading Capital Markets: Collaborated with existing large multi-functional teams on quality control issues for new product re-launch - credit card ABS platforms, winning status as 1st out of highly competitive international market; gained recognition of team (won Chairman's Award and Global Capital Markets Award in 2009 and 2010). Restructured team resources around higher accountability, risk management and controllership across divisions, resulting in higher productivity and outstanding team environment scores.

FIFTH THIRD BANCORP - Cincinnati, OH 2006

Fifth Third Bancorp is a diversified financial services company with $110B in assets, operates 18 affiliates.

ASSISTANT TREASURER - BALANCE SHEET MANAGEMENT

Applied sound financial decision making to operational responsibilities while leading the strategic review and redesign of various balance sheet management processes & resources throughout the one year tenure at the ~10th largest bank in the United States.

* Leadership / Site Management: Created a structured financial framework leading the bank asset buy-and-hold or sell that benefited the long range stability of the company, as well as, improving the overall management of its operations.

* Balance Sheet Management: Took charge and established 'target' balance sheet structure based on the profitability and liquidity of each asset class the Cincinnati based bank managed incorporating natural hedges to reduce costs.

VOLKSWAGEN AG - Auburn Hills, MI and Braunschweig, Germany 1996 - 2005

The Volkswagen Group, with its headquarters in Wolfsburg, Germany, is the third-largest automobile manufacturer in the world and the largest carmaker in Europe. It operates 48 production plants in 13 European countries and six countries in the Americas, Asia and Africa, with 330,000 employees.

Began early career within finance, securities, and banking roles and built reputation as astute Capital Markets Leader that developed funding diversification strategies (1996-2002) with corporate management in a leadership role. Took over new role as Global Head of Asset Backed Securities and developed an international team coordinating projects in Germany, the Netherlands, Italy, England, and Japan (2002-2005) with responsibilities over investor development and rating agency management. On a fast-track within the company, promoted to Corporate Treasurer heading the Executive Funding Committee while overseeing the $20B debt portfolio (2005). Implemented complex SAP treasury management system and achieved 15% department budget reduction.

CORPORATE TREASURER (2005)

Authority for corporate investments, VWoA's $300M defined benefit and $175M defined contribution plan, chair of cross-functional Pension Investment Committee. Led consolidation of Canadian credit facilities into global syndicated facility. Full responsibility over Treasury Risk Management, works closely with tax department optimizing funding, dividends, and payments. Restructured 14 professional team roles, prioritizing work and led cross training.

VOLKSWAGEN FINANCIAL SERVICES AG - Braunschweig, Germany (2002-2005)

GLOBAL HEAD OF ASSET BACKED SECURITIES (ABS)

After launching first transaction for VW Bank Germany under new European 'True Sale Initiative' - moved to full implementation of ABS investor reporting, data quality and audit process; achieved only European 'Five Star' Fitch Program rating for investor reporting and Program management. Charged to build a full scale global frame ABS structures for significant time and costs savings.

PRIOR EXPERIENCE:

VOLKSWAGEN OF AMERICA / CANADA - TEAM LEADER CAPITAL MARKETS (1996-2002)

Developed funding diversification strategies; substantially reduced reliance on intercompany bank funding

from >80% of portfolio to $15B.

NATIONAL BANK OF DETROIT (now J.P.Morgan) - ASSISTANT VICE PRESIDENT-COMMERCIAL (1993-1996)

Completed top-three nationally ranked credit training program with 'excellent' rating; Structured a Debtor-in-Possession bankruptcy financing for public and private clients; increased lending portfolio by 40% while improving portfolio average credit risk rating.

PROFESSIONAL ADVANCEMENT / EDUCATION

MBA - International Finance, University of Notre Dame, South Bend, IN & London, ENG - 1993

BA - Economics and Financial Management (dual major), Phi Beta Kappa honor society, The Wall Street Journal Award, The Catholic University of America, Washington, D.C. - 1991

Certification

Executive Management Development Course, General Electric - 2009

International Executive Development Program, Volkswagen AG - 2001 (32 managers selected worldwide for 9 month international leadership program)

PERSONAL INTERESTS

Treasurer of local community organization, curling, hiking, boating, little-league coach, economics.

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