Joshua Peterson

Current

Sr. Investment Banker at The Yale Group

Past

Assistant Vice President at Pacific National Bank
Assistant Vice President/Junior Originator-Real Estate Capital Private Equity at KeyBank
Assistant Vice President/Senior Portfolio Manager-Corporate Treasury at KeyBank

Assistant Vice President/Senior Trader-Corporate Treasury at KeyBank
Investment Officer-Corporate Treasury at KeyBank
Trader-Corporate Treasury at KeyBank

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Education

Case Western Reserve University - Weatherhead School of Management
Myers University

Recommended

1 person has recommended Joshua

Connections

256 connections

Industry

Investment Banking

Websites

Joshua Peterson’s Summary

My goal is to take the skills that I've accumulated over the past several years and apply them to the Cleantech/Greentech industry.

I was an Assistant Vice President and Account Officer for Pacific National Bank’s (PAC) Denver loan production office. During my tenure at PAC, I originated $150 million in commercial real estate loans.

Before joining Pacific National Bank, I was an Associate within the KeyBank’s Real Estate Private Equity Group. I was responsible for underwriting and closing $28 million in mezzanine and equity transactions.

I started my professional career as a Fed Funds Trader in 1998 in KeyCorp’s Corporate Treasury Group and ascended to the role of Senior Portfolio manager and key member of the bank’s Asset Management and Liability committee by 2003.

During my tenure in the Corporate Treasury Group, I co-managed a diversified $16 billion debt portfolio which consisted of short and long term securities in various currencies.

I moved from co-managing the debt portfolio to co-managing the $30 billion balance sheet derivatives portfolio. In this role, I was responsible for developing and executing strategies in the capital markets to optimize the risk management of KeyCorp’s balance sheet. In addition to balance sheet risk management, I also formulated and executed trades on behalf of individual business lines within KeyCorp, the most visible being the hedging of KeyCorp’s $600 million CMBS pipeline.

I hold a Master of Business Administration from Case Western Reserve University’s Weatherhead School of Management. I also graduated Cum Laude from Myers University with a Bachelor of Science degree in Economics and Finance.

I am a member of CORE, Association for Corporate Growth (ACG), an active member of the Young Leaders Group (YLG) of the Urban Land Institute (ULI). I also participate in several environmental groups including the Sierra Club, the Nature Conservancy and the Colorado Mountain Club.

Joshua Peterson’s Specialties:

LEADERSHIP, finance, capital markets, credit underwriting,

Joshua Peterson’s Experience

Sr. Investment Banker

The Yale Group

(Investment Banking industry)

April 2009 — Present (8 months)

The Yale Group is a boutique investment bank that provides financial advisory, mergers and acquisition and capital placement services focusing on small and medium sized businesses.
Assistant Vice President

Pacific National Bank

(Banking industry)

2007 — 2008 (1 year )

• Assisted in opening Denver real estate Loan Production Office in 2007;
• Primary focus; to originate commercial real estate loans from $5 million to $250 million;
• Directly responsible for business development and building a client book throughout the entire United States with a focus on the Western region;
• Assisted in building Denver office production from $0 to $315 million since opening;
• Personally originated $150 million in commercial real estate loans during first six months of operations, exceeding management expectations.
Assistant Vice President/Junior Originator-Real Estate Capital Private Equity

KeyBank

(Banking industry)

2005 — 2006 (1 year )

•Evaluated financial projections, market studies, appraisals, financial statements and architectural plans;
•Created detailed financial models to analyze potential transactions;
•Created approval documents (write-ups) for internal credit administrators and external investors;
•Conduct property due diligence per standards set by Key Private Equity Group Funds Management Group and perform periodic site inspections to review pending or existing property operations. Site visits entail meeting with developers, property management teams and touring competing properties;
•Assisted in and originated sales/marketing calls for origination of new business.
Assistant Vice President/Senior Portfolio Manager-Corporate Treasury

KeyBank

(Banking industry)

2003 — 2005 (2 years )

•Assisted in managing $30 billion derivatives portfolio within Corporate Treasury for the purpose of balance sheet interest rate risk management;
• Traded plain vanilla swaps, options and U.S. treasury securities;
•Managed interest rate and loan spread risk of $150-$300 million quarterly KeyBank Commercial Mortgage Backed Securities issuance;
•Performed foreign currency cash flow hedges on the behalf of Key Equipment Finance to ensure FAS 133 compliance;
•Was a member of Corporate Treasury’s asset/liability strategic decision making committee;
•Consulted various lines of businesses to ensure proper product pricing and hedging strategies.
Assistant Vice President/Senior Trader-Corporate Treasury

KeyBank

(Banking industry)

2002 — 2003 (1 year )

•Managed $16 billion debt portfolio within Corporate Treasury;
•Involved in issuing capital securities such as long-term debt and trust preferred securities, medium and short-term notes in U.S. dollars, foreign currencies and exotic structured debt;
•Developed, executed and managed the asset portfolio of the Bank’s first Structured Investment Vehicle with portfolio out standings of $300 million.
Investment Officer-Corporate Treasury

KeyBank

(Banking industry)

1999 — 2002 (3 years )

•Assisted in managing $16 billion debt portfolio;
•Developed, implemented, managed first off-balance sheet Structured Investment Vehicle (Public Square Funding) with portfolio out standings of $1.2 billion.
Trader-Corporate Treasury

KeyBank

(Banking industry)

1998 — 1999 (1 year )

•Traded $8 billion overnight and term Federal Reserve (Fed Funds)/Eurodollar position within Corporate Treasury;
•Managed small reverse-repo book to meet bank collateral requirement needs;
•Traded Fed Funds futures.

Joshua Peterson’s Education

Case Western Reserve University - Weatherhead School of Management

MBA , 2002 — 2005
Myers University

Bachelors of Science , Economics & Finance , 1994 — 1998

Additional Information

Joshua Peterson’s Websites:

Joshua Peterson’s Interests:

Anything outdoors! Mountaineering, rock climbing, competing in duathalons and triathalons, anything that will ensure a greener tomorrow.

Joshua Peterson’s Groups:

National Association of Industrial and Office Properties (NAIOP)
Urban Land Institute (ULI)
U.S. Green Build Council (USGBC)
The Sierra Club
The Nature Conservancy
The Colorado Mountain Club

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