Robert Lewis

Past

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

• 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

Robert Lewis’s Summary

Robert Lewis’s Specialties:

Corporate finance, leveraged finance, financial due diligence, deal structuring, financial modeling, commercial lending, commercial real estate, 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

• 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

• 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

• 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 Interests:

Tennis, reading, investing, new technology, networking

Robert Lewis’s Groups:

Cornell Silicon Valley, CAANC, The Cornell Club New York, The Cornell Club Los Angeles, TED Conferences, CFA Institute

•    MIT TechLink
•    Cornell University Alumni Network
•    CFA Institute Candidates
•    Citi Network
•    Networkers Club for all Cisco networkers (http://www.hightecher.com)
•    Johnson School, Cornell University
•    Cisco/WebEx
•    University of San Francisco Alumni Association
•    Silicon Valley Venture Community
•    Cornell University Job Connection
•    Wells Fargo Teammates & Alumni
•    Restructuring and Turnaround Management
•    Bank of America Alumni Group
•    TED: Ideas Worth Spreading
•    IVY GROUPS - The Professional Network for Ivy League Alumni
•    IVY GROUPS: Real Estate

Robert Lewis’s Honors:

Recipient of the Citigroup Presidential Volunteer Service Award for 2006

Robert Lewis’s Contact Settings

Interested In:

• career opportunities
• job inquiries
• expertise requests
• reference requests
• getting back in touch