Ed Robertson Email & Phone Number
Independent Consultant
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Ed Robertson Location
- Kirkland, WA, US
Ed Robertson Work
- 2026 -now Independent Consultant @ Banks and Credit Unions
- 2018 -now Head of Financial Institutions Group (FIG) and Senior Managing Director @
- 2024 -2025 Consultant @
- 2013 -2018 Head of the Financial Institutions Group (FIG) and Managing Director @
- 2008 -2013 Managing Director, Head of the Bank and Loan Advisory Services @
- 2007 -2008 Vice President Financial Services @ CERBERUS CAPITAL MANAGEMENT LLP / AEGIS MORTGAGE– Private Equity Fund
- 2007 -2007 Private Equity - EVP and CFO - Aegis Mortgage @
- 2001 -2007 EVP and CFO Commercial Lending Group @
- 2006 -2007 Executive @ WASHINGTON MUTUAL BANK / JPMorgan Chase - $300 billion Lender
- 2005 -2006 Finance Sr. Vice President of Mortgage Lending @ WASHINGTON MUTUAL BANK / JPMorgan Chase - $300 billion Lender
- 2001 -2005 Chief Financial Officer @ WASHINGTON MUTUAL BANK / JPMorgan Chase - $300 billion Lender
- 1995 -2001 CFO - Latin American Regional Office (LARO) @
Ed Robertson Education
- University of Florida - Warrington College of Business
Bachelor of Business Administration - BBA (Marketing & Finance)
- University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA (Finance & Marketing)
Ed Robertson Skills
- Due Diligence
- Valuation
- Business Planning
- Financial Analysis
- Private Equity
- Executive Management
- Financial Modeling
- Loans
- Investments
- Banking
- Risk Management
- Portfolio Management
- Analysis
- Capital Markets
- Strategic Planning
- Restructuring
- Mergers
- Corporate Finance
- Change Management
- Process Improvement
- Credit
- Business Strategy
- Business Analysis
- Corporate Development
- Asset Management
- Cash Management
- Process Engineering
- Treasury Management
- Investor Relations
- Equities
- Forecasting
- Team Building
- Pricing
- Food Industry
- Hospitality Industry
- Risk
- Capital
- SOX
- Acquisition Integration
- Financial Reporting
- Debt
- Budgeting
- Asset
- Compliance
- Cost Reduction
- Vendor Relations
- Mergers & Acquisitions
- Lender
- Charter
- Business Lines
- Advertising Agency
- Cruise Lines
- Languages
- Yield Management
- Expert Advisor
- Services
- Mergers and Acquisitions
- Customer Contact
- Revenue
- Investment Advisory
- Internal Controls
- Entrepreneurship
- Mortgage Lending
- Versatile
- Demonstration
- Business Development
- Divestitures
- Aol
- Driving
- Retail Banking
- Travel
- Bankruptcy
- International Sales
- Barclays
- Financial Institutions
- Data Driven Testing
- Profit
- Reducing Costs
- Retail
- Strategy
- Finance
- Brazilian
- Switzerland
- Conduit
- Loss Reduction
- Losses
- Research
- Fdic
- Data Warehousing
- Net
- Serving
- Investor Presentations
- Negotiation
- Acquisitions
- Income
- Latin
- Chartered Financial Analyst
- Sarbanes Oxley Act
- Product Rationalization
- Repeatable
- Asia
- Hospitality
- Selling
- Florida
- Branches
- Operations
- Cash Flow
- Delaware
- Spanish
- Marketing
- Fed
- Cre
- American
- Insolvency
- Default
- Consulting
- Funding
- Portfolio
- Rate
- Investment Management
- Latin America
- Loan Origination
- Google Groups
- Viking
- Policy
- Expense Management
- Conceptual Modeling
- Business Administration
- Claim
- EBITDA
- Directs
- IPO
- Historic
- Monitors
- Warehouse Management
- Expenses
- Cerberus
- Commercial Real Estate
- Loss Mitigation
- Energy
- Capital Management
- Regulatory Compliance
- Revenue Enhancement
- Microsoft Excel
- Lean Manufacturing
- Special Servicing
- English
- International
- Timing
- Sales
- Culture
- Financial Services
- Market
- Performance Metrics
- Management
- Epd
- Venture Capital
- Savings
- Project Planning
- New Business Development
- Europe
- P&l
- Middle Market
- Country
- Philosophy
- Shareholder Value
- Structured Finance
- Executive Team
Ed Robertson Summary
- Ed Robertson, based in Kirkland, WA, US, is currently a Independent Consultant at Banks and Credit Unions. Ed Robertson brings experience from previous roles at Vaco, Kinecta Federal Credit Union, Situs and Clayton Holdings. Ed Robertson holds a Bachelor of Business Administration - BBA in Marketing & Finance @ University of Florida - Warrington College of Business. With a robust skill set that includes Due Diligence, Valuation, Business Planning, Financial Analysis, Private Equity and more. Ed Robertson has 3 emails and 2 mobile phone numbers on RocketReach.
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