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AEA ADVISORS LTD.
Core Team Resumes: Adam Wimmer - Director, Corporate Finance & Capital Markets
Page 1 of 2
28 April 2015
Adam Wimmer
Corporate Finance & Capital Markets
2015 •
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2011 – 2015
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2009-2011
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2007-2009
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2006 – 2009
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Global capital markets experience
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Extensive experience in debt markets and leveraged finance
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Developed and advised on multinational trade finance platforms for banks,
importers and exporters
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Experienced in operational consulting for financial institutions, manufacturers and
family offices
AEA Advisors Ltd.
Boulder, CO
Director, Corporate Finance & Capital Markets
Focused on sourcing deals and funding for multinational projects including the Americas, Asia & Western
Europe.
Lead financial research, analysis, underwriting and finding finance partners
McGladrey LLP
Colorado
Manager, Risk Advisory Services
Managed a regional financial institution advisory practice covering 150 institutions, member of the national
troubled, international and unique financial institution consulting team
Conduct Sr. Executive planning and strategy sessions on operational efficiency, market strategy and profit
recapture while reducing risk profiles
Managed multiple consulting projects at the same time, regulatory relationships and responsible for both
client and firm financial success
Reviewed and assisted in underwriting and securitizations of debt transactions across multiple industries
and structures including highly leveraged transactions for Fortune 500 companies, sovereign nations,
across multiple geographies and industries
Developed financial models for clients to aid in management decisions, analyze regulatory frame works
and loan loss reserves
Responsible for training consultants within the firm on successful growth and client retention strategies
Fortner Baynes Levkulich & Garrison PC
Colorado
Senior Consultant, Leveraged Finance Markets
Developed, Recruited and Led junior staff in developing their understanding of debt markets, specifically
leveraged finance strategy and execution
Managed a client portfolio of 100 financial institutions in the western United States
Developed consulting methodologies for the firm
Bank of Choice
Colorado
Vice President, Relationship Manager
Banker with lending authority of $1.5MM specializing in commercial and industrial lending and relationship
building
Grew personal loan portfolio from $20MM to $150MM with the lowest loss rate and highest recovery rate
in the bank
Responsible for business development and client retention in all facets of the bank’s operational model,
Heartland Financial USA, Inc.
Illinois, Colorado
Portfolio Manager and Credit Analyst
Responsible for credit analysis for banks in the Illinois and Colorado markets for a six bank community
bank holding company
Underwrote loan relationships from $0.5MM to $100MM: transactions include Real Estate, Gaming, Energy
Extraction and Production, Aircraft and light manufacturing
Developed training methodologies for junior analysts
AEA ADVISORS LTD.
Core Team Resumes: Adam Wimmer - Director, Corporate Finance & Capital Markets
Page 2 of 2
28 April 2015
PROFESSIONAL MEMBERSHIPS and COMMUNITY INVOLVEMENT
2009- Present
Risk Management Association- Rocky Mountain Chapter
Board member of the Emerging Credit Professionals sub group
Denver, CO
2010 - Present
Institute of Internal Auditors
Specialty Finance advisor
Denver, CO
1998 - Present
Special Olympics
Volunteer
Denver, CO
EDUCATION
2012
University of Virginia, Darden School of Management
Executive Education Program- Bank Analyst Certificate
2010
Iowa State University
Executive Education Program – School of Agricultural Banking
2006
Drake University
Bachelor of Arts – Quantitative Economics
Bachelor of Science- Finance
Core Strengths & Expertise
Market Research & Competitive Intelligence
Operations and Business Development
Global Growth Strategy & Implementation
Communication Strategy Development
Cultural Intelligence (CQ)
Charlottesville, VA
Ames, IA
Des Moines, IA
Partner Identification and Recruitment Operations
Strategic Planning
Human Capital Strategy & Execution
Program Planning & Execution
Industry Exposure
Financial institutions
Manufacturing
Agriculture
Medical Technology & Devices
Specialty Finance
Mineral Mining and Extraction
Functional Exposure & Experience
Global Business Development & Market Entry
Financial Institutions management
Senior Sales and Marketing Executive
Company Founder & Principal
Senior Strategic Account Management
Global Operations Management
PROGRAMS & PUBLIC SPEAKING
v
Risk Management Association Speaker- “Regulatory Considerations for the Allowance for Loan and Lease
Losses” – Presented to 150 senior bankers and facilitated discussion of the topic
v
Consulting for Consultants- Hosted panel discussion for an internal McGladrey LLP training for 450 consultants on
how to become better consultants