Pamela Anderson
Revenue forecasting & tax strategies; asset management, risk management; credit and financial analysis
Business development; marketing and finance in both corporate and non-profit sectors. High-dollar negotiation; budgeting and capital planning; capital investment in small and mid-size businesses including transportation, container shipping port, educational facilities, and infrastructure.
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Biography
In areas of leadership, Pamela Anderson has been fortunate to enjoy a marketing and finance career that has included key positions in both the corporate and non-profit sectors. She has held such positions as Board Member, Director of Wealth Management, Director of Government Relations and Project Finance Officer. She organized a symposium on Health Care Cost Containment and developed teams to assist companies with budgeting and capital planning.
Throughout her career, she has been utilizing financial experience gained within major organizations to make capital investment in small and mid-size businesses including transportation, container shipping port, educational facilities, and infrastructure. She has a track record of increasing revenues, budgeting, underwriting, reducing costs, managing risk and creating job opportunities.
She is skilled in all areas of project management, capital planning, building premier networks, establishing strategic alliances and expanding into new markets and industries. She possess richly varied P&L experience and has consistently exceeded company objectives achieving significant gains in revenues.
Her career has given her the opportunity to gain exposure to corporate management in countries throughout the world and to help foreign companies develop in the U.S.
BA – Purdue University. JD – Seton Hall University. MS (Executive) – NJ Institute of Technology
Professional Summary
THE ANDERSON GROUP, New York, NY
Specialized Financial Services Executive: An independent consultant focusing on business development and client servicing
- Facilitates the connection of small businesses to economic development financing; development and analysis of business plans for emerging market businesses to make urban and community investments
- International Travel: South Africa, Botswana, Zimbabwe, Namibia and Zambia; Wisdom 4 Wildlife Educational Program for Youth specific to environmental conservation and preservation of the Victoria Falls Game Reserve in Zimbabwe, a Wisdom 4 Wildlife Trust Fund project. (Mar – Apr 2008)
UBS FINANCIAL SERVICES, INC, New York, NY/Weehawken, NJ
Director, Wealth Management
As Large & Structured Transactions Manager, provided high net worth clients with innovative strategies to achieve investment goals, increase cash flow and manage risk using securities-based lending in a Private banking environment.
- Structured complex loans averaging over $25 million for Private Banking U.S. domestic and Latin America clients secured by marketable securities of their portfolio including equities, bonds, REITS, mutual funds and hedge funds. Structured margin loans, FX forward, ETD options, futures loans for HNW counterparties.
- Worked directly with Private Bankers to review and spread client financial statements (personal and business) for purpose of underwriting credit requests including residential and commercial real estate loans, in accordance with the bank’s credit policy. Review and analyze a loan documentation system and manage database of assigned loans.
- Assessed investment goals and conducted cash flow analysis of the borrower; analyzed their future wealth projections and volatility of their portfolio as well as their commercial real estate, partnerships and businesses.
- Prepared comprehensive underwriting memorandums which discuss and detail all aspects of the borrower’s balance sheet and cash flow. Review credit reports, loan portfolio management, including monitoring covenants and loan documentation for accuracy.
- Assign risk ratings to borrowers and collateral in accordance with UBS Wealth Management credit policies. Conduct annual reviews/renewals of existing facilities, perform file audits and ensure data integrity of all credit-related items.
- Make recommendations for credit exposure created by foreign exchange and interest rate derivatives/swaps. Work with Regional Managers and Investment Advisors on loan structure, pricing and terms. Prepare term sheets. Provide assistance and guidance to Private Bankers and team member underwriters.
NJ ECONOMIC DEVELOPMENT AUTHORITY, Newark/Trenton, NJ: 1999 –2006
Finance/Credit Officer: Relationship Management and financing responsibilities using affordable loan programs for commercial real estate from conception of a project, completion of construction and closing of deals; executed $3 billion in structured financings for New Jersey’s Development Bank; Increased revenues by financing a $125 million bond issue for the redevelopment of the State’s largest container Shipping port, $500 million for development of NJ Transit’s Light Rail system and parking garages and over $1 billion in construction financing for private and public educational facilities
- Business development of new relationships, originated, and structured transactions using fixed income debt securities including municipal bonds, tax-exempt bonds for manufacturing, revenue bonds, certificates of participation, and bond anticipation notes for infrastructure, rail, shipping, non-profit, educational, charitable foundations and cultural arts projects;
- Using real estate finance products, structured corporate business lines of credit, commercial loans for construction, acquisitions, equipment and working capital; structured mortgages for commercial real estate purchases, refinancing and leasehold improvements/renovations;
- Facilitated collaboration and extensive liaison with trustees, remarketing agents, investment bankers, financial advisors, bond counsel, rating agencies and arbitrage rebate professionals to develop and manage the underwriting of municipal bond projects. Evaluated responses to RFPs, and participated in selection and oversight of underwriters, financial advisors, remarketing agents and credit providers. Reviewed Official Statements and Trust Indentures to analyze critical financial and credit provisions.
- Evaluated requests for credit enhancement through letters of credit and interest rate swaps from clients and banks interested in broadening their sources of liquidity as well hedging any potential market risk.
- Prepared thorough credit risk recommendations and bond finance proposals for presentation to the Board of Directors for the issuer. Once approved negotiated legal documentation as well as ensure compliance with approved credit terms with bond counsel and in-house counsel to close the transaction.
Other Professional Experience
Department of Human Services, Trenton, NJ: 1994 – 1999
Director of Government Affairs: Acted as the Department’s key legislative and regulatory lobbyist to support the initiatives of the client base.
- Managed and coordinated the key State social services agency’s legislative initiatives and analyzed all pending legislation to determine the financial impact on the programs and administrative direction of the Department with a 1+million client base and a $6+ million budget.
- Represented the Department’s interests before the legislature, including public testimony and effectively establishing partnerships with various client and community constituencies.
- Directed the introduction and passage of key legislation in the areas of municipal bond appropriations, managed health care, state debt and fee collections and implementation of federal statutory requirements.
- Marketed and promoted the Department’s programs and policies to maximize client services.
- Coordinated and managed internal communications on the Department’s Legislative strategy. Developed and maintained political relationships with business client partners including pharmaceutical and managed care companies, trade associations and State Treasury
New Jersey Senate, Trenton, NJ: 1992 – 1994
Research Associate: Legislative Research focused primarily on Municipal finance and management of state debt
- Analyzed legal and financial issues concerning pending legislation in the areas of municipal finance, state debt management, and health care for the Senate President and all Senators.
- Facilitated the development and implementation of various financial policy initiatives designed to decrease the tax burden and enhance state revenue
Professional Singer: 2000 – present
- Masterworks Festival Chorus: performed in concert at Carnegie Hall, New York (June 2008); also performed in concerts to benefit the Brearley School for Girls in New York City.
- The Transfiguration Camerata: Professional Choral Musician; provides music to the local community in NY. (November 2008 – present)
- Mendelssohn Club of Philadelphia: Performed in concerts at the Kimmel Center with the Philadelphia Orchestra; elected to the Chorus Management Council (2002 – 2004)
- Princeton Pro Musica: Performed concerts in Provence and Cote d’Azur regions of France (2000 -2002)
U.S. Presidential Rank Award Meritorious Review Board, Philadelphia, PA: 2005
Through the U.S. Office of Personnel Management, concluded nationwide search and review of the accomplishments of 7,000 career federal employees in America for recommendation to the President of the United States to receive a Rank Award.
RBS Citizens Bank, Philadelphia, PA
Branch Manager, Retail Banking
Honorable Patrick J. McGann, Jr., Superior Court, Freehold, NJ
Law Clerk, Restructuring/Workout and foreclosure of commercial real estate.
Hill Wallack, Princeton, NJ
Associate, Real Estate, Land Use Planning and Zoning Law
McCarter and English, Newark, NJ
Law Clerk, Product Liability Law
Education & Professional Development
Purdue University, West Lafayette, Indiana
AB, Political Science, emphasis on Economics and International Relations
Seton Hall School of Law, Newark, NJ
JD; Director, Seton Hall Legislative Bureau and Journal
NJ Institute of Technology, Newark, NJ
MS, for Executives in Management*
*Partial semester management training in Denmark, Russia, Sweden: Siemens-Elema, Astra Zeneca, ABB, Bang & Olufsen, Neg Micon
Credit Training
Knowledge of Bloomberg, DBC Finance, Microsoft Office Suite (Word, Excel, Powerpoint)
NY Continuing Legal Education: Received certification in Legal Aspects of Venture Capital in Italy at the Italian Consulate, sponsored by the Association of Corporate Counsel (January 2008)
NY Society of Security Analysts (NYSSA): attended career seminars on Risk Management and Wealth Management
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