Robert Lewis

Past

Investment Banking Summer Associate at Barclays Capital
Relationship Manager, Commercial Business Group at Citigroup
Board Member at Sacramento Child Advocates

Vice President, Commercial Loan Officer at Wells Fargo
Major Account Manager at WebEx Communications | Cisco Systems
Vice President at Bank of America

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Education

Cornell University - S.C. Johnson Graduate School of Management
University of San Francisco

Recommended

9 people have recommended Robert

Connections

500+ connections

Industry

Investment Banking

Websites

Robert Lewis’s Summary

Email address: lewis.linkedin[at]gmail[dot]com

Robert Lewis’s Specialties:

Corporate finance, leveraged finance, financial due diligence, deal structuring, financial modeling, commercial lending, fundraising, business development, customer relationship management, having fun while working

CFA Candidate (Level 1)

Robert Lewis’s Experience

Investment Banking Summer Associate

Barclays Capital

(Public Company; 10,001 or more employees; BARC; Investment Banking industry)

June 2008 — August 2008 (3 months)

• Leveraged Finance, Financial Sponsors Group
Relationship Manager, Commercial Business Group

Citigroup

(Public Company; C; Financial Services industry)

July 2003 — June 2007 (4 years)

• Managed a middle market portfolio of companies with revenues up to $500mm; directed a team of 5 employees on transactions
Board Member

Sacramento Child Advocates

(Non-Profit Organization Management industry)

June 2006 — June 2007 (1 year 1 month)

Sacramento Child Advocates acts as the advocate, the voice, for abused and neglected children who have been placed in the foster care system.
• Managed fund raising events and helped raise money for SCA from corporate sponsors
• Served on the wine committee as a sponsor and volunteer
Vice President, Commercial Loan Officer

Wells Fargo

(Public Company; WFC; Financial Services industry)

August 2002 — July 2003 (1 year)

• Originated, underwrote, approved, and executed transactions up to $5mm
Major Account Manager

WebEx Communications | Cisco Systems

(Public Company; csco; Computer Software industry)

February 2000 — August 2002 (2 years 7 months)

• Business Development, Fortune 500 companies
Vice President

Bank of America

(Public Company; 10,001 or more employees; BAC; Banking industry)

March 1996 — February 2000 (4 years)

• Managed deal team; sourced and executed commercial banking financing transactions

Robert Lewis’s Education

Cornell University - S.C. Johnson Graduate School of Management

MBA , Finance , 2007 — 2009

Activities and Societies:

Old Ezra Finance Club, Private Equity Society, Alternative Investments Club, Career Action Group, Career Coach
University of San Francisco

BS , Applied Economics

Additional Information

Robert Lewis’s Websites:

Robert Lewis’s Interests:

Tennis, reading, investing, new technology, networking

Robert Lewis’s Groups:

CFA Institute, Cornell Silicon Valley, CAANC, The Cornell Club New York, The Cornell Club Los Angeles, TED Conferences, Toplinked.com, LION, MyLink500