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WOODBURY, CT
KEVIN G. WORTMAN                                                                                         KEVIN WORTMAN | LINKEDIN
                                                                                                         KGWORTMAN@CHARTER.NET



PROFILE
Financial management executive with over 28 years of experience in lending, leasing, structuring,       Accomplishments
workout, documentation and portfolio management. Innovative and skilled in structuring lease and
                                                                                                        Built and organized a 31
loan transactions for corporate and commercial financing. Skilled negotiator with outstanding
                                                                                                        member professional team
business, management and analytical background. Proven leader and well trained communicator.
                                                                                                        addressing a $25B+ lease
                                                                                                        and loan portfolio
EXPERIENCE
Senior Vice President, Workout Leader                              January 2006 – Present               Engaged $6B+ of loan and
Global Restructuring Solutions                                                                          lease transactions over five
General Electric Capital Americas, Danbury, Connecticut
                                                                                                        years
Lead 31 decentralized credit/underwriting professionals in three financing platforms and counseled
one international platform. Proactively engaged Chief Credit Officers, Portfolio Management,            Resolved $1B+ collateral
Accounting and Legal to drive better solutions, improved diligence and robust communications. Met       gap risk over five years
personnel fulfillment goals and focused on individual skill development. Embraced regulatory
requirements and participated in readiness tasks. Coached to success and built shared/adjacent          Generated $74 million of
platform business relationships. Built team culture through rhythmic communication. Earned credit       lease and loan income over
lines of $20 million.
                                                                                                        five years

Senior Vice President                                              January 2001 – December 2005
                                                                                                        Developed and mentored
Strategic Asset Financing Group
                                                                                                        10+ risk lease and loan
General Electric Capital Corporation, Danbury, Connecticut
                                                                                                        professionals
Lead 60 portfolio management professionals in a $25 billion loan and lease portfolio. Built and
launched a domestic restructure and workout group comprised of 28 professionals. Formulate              Drove regulatory readiness
portfolio management strategies for deals ranging from $100,000 to $75 million. Mitigated loss,         process build with robust
generated substantial fee income and retained customers. Earned credit lines to $7.5 million            reporting and performance
                                                                                                        metrics
Vice President, Sr. Risk Manager Sr. Risk Manager                  January 1998 – December 2000
Equipment Services Group                                                                                Earned Advanced
General Electric Capital Corporation, Danbury, Connecticut                                              Communicator Gold and
                                                                                                        Competent Leader
Lead risk management and underwriting for four equipment service components. Managed a team             Toastmaster public speaking
of three Risk Managers. Developed credit underwriting processes, documentation routines and
                                                                                                        awards
equipment inventory maintenance. Lead underwriter for high tech electronics industry; earned
credit lines to $4.5 million. Conducted global credit and collateral analyses for mid ticket loan and
lease transactions
Identified and managed enterprise risk within a $1billion lease and loan portfolio




                                                                                                                          1|P a g e
WOODBURY, CT
KEVIN G. WORTMAN                                                                                        KEVIN WORTMAN | LINKEDIN
                                                                                                       KGWORTMAN@CHARTER.NET



Credit Manager Senior Credit Analyst                             January 1993 – December 1998
Electronic Services Group and Intermediary Funding                                                     Skills
General Electric Capital Corporation, Hunt Valley, Maryland
                                                                                                       Leadership
Lead domestic credit and operations comprised of 8 underwriting and documentation professionals.
Completed high tech underwriting exceeding $500 million annually. Built robust lease loan volume       Financial Analysis
and interacted regularly with sales account executives. Negotiated and prepared domestic and
foreign lease and loan documentation. Earned credit lines to $2.5 million                              Collateral Analysis

Vice President                                                   1992 – 1993                           Lease Structuring
Assistant Vice President                                         1989 – 1992                           Loan Structuring
Assistant Credit Manager                                         1987 – 1988
Senior Account Manager                                           1985 – 1987                           Workouts
Account Manager                                                  1983 – 1985
MNC Commercial and Maryland National Bank                                                              Restructurings
Successors to Nations Bank of Maryland, Towson, Maryland
                                                                                                       Documentation
Lead a team of eleven financial service professionals. Managed regional loan operations, accounting,
                                                                                                       Communication
personnel and portfolio management. Serviced a Mid-Atlantic regional calling area and determined
the financing needs for a mid-market loan portfolio exceeding $100MM. Developed and cultivated
                                                                                                       Talent Development
bank lending relationships. Presented loan modifications and recommendations to senior loan
committees. Directed/reviewed loan documentation. Conducted financial and collateral analyses.

EDUCATION
Masters in Business Administration
University of Baltimore, Baltimore, Maryland

Associate of Arts, Accounting
Essex Community College, Essex, Maryland

Bachelor of Science, Business Administration, Concentration in Finance
Towson University, Towson, Maryland

Bachelor of Science, Economics
Towson University, Towson, Maryland


ACTIVITIES & AWARDS
Designer and Webmaster, Westconn Toastmasters (www.westconntoastmasters.org)
Westconn Toastmasters, Danbury, Connecticut, Club President, Member since 1993
Ridgefield Toastmasters, Ridgefield, Connecticut, Club mentor since June 2011
2005 US Equipment Financing Commitment to Excellence Award
2004 Simplicity Leadership Award
2004 Risk Achievement Award


                                                                                                                            2|P a g e

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Kevin Wortman's Financial Leadership Experience

  • 1. WOODBURY, CT KEVIN G. WORTMAN KEVIN WORTMAN | LINKEDIN KGWORTMAN@CHARTER.NET PROFILE Financial management executive with over 28 years of experience in lending, leasing, structuring, Accomplishments workout, documentation and portfolio management. Innovative and skilled in structuring lease and Built and organized a 31 loan transactions for corporate and commercial financing. Skilled negotiator with outstanding member professional team business, management and analytical background. Proven leader and well trained communicator. addressing a $25B+ lease and loan portfolio EXPERIENCE Senior Vice President, Workout Leader January 2006 – Present Engaged $6B+ of loan and Global Restructuring Solutions lease transactions over five General Electric Capital Americas, Danbury, Connecticut years Lead 31 decentralized credit/underwriting professionals in three financing platforms and counseled one international platform. Proactively engaged Chief Credit Officers, Portfolio Management, Resolved $1B+ collateral Accounting and Legal to drive better solutions, improved diligence and robust communications. Met gap risk over five years personnel fulfillment goals and focused on individual skill development. Embraced regulatory requirements and participated in readiness tasks. Coached to success and built shared/adjacent Generated $74 million of platform business relationships. Built team culture through rhythmic communication. Earned credit lease and loan income over lines of $20 million. five years Senior Vice President January 2001 – December 2005 Developed and mentored Strategic Asset Financing Group 10+ risk lease and loan General Electric Capital Corporation, Danbury, Connecticut professionals Lead 60 portfolio management professionals in a $25 billion loan and lease portfolio. Built and launched a domestic restructure and workout group comprised of 28 professionals. Formulate Drove regulatory readiness portfolio management strategies for deals ranging from $100,000 to $75 million. Mitigated loss, process build with robust generated substantial fee income and retained customers. Earned credit lines to $7.5 million reporting and performance metrics Vice President, Sr. Risk Manager Sr. Risk Manager January 1998 – December 2000 Equipment Services Group Earned Advanced General Electric Capital Corporation, Danbury, Connecticut Communicator Gold and Competent Leader Lead risk management and underwriting for four equipment service components. Managed a team Toastmaster public speaking of three Risk Managers. Developed credit underwriting processes, documentation routines and awards equipment inventory maintenance. Lead underwriter for high tech electronics industry; earned credit lines to $4.5 million. Conducted global credit and collateral analyses for mid ticket loan and lease transactions Identified and managed enterprise risk within a $1billion lease and loan portfolio 1|P a g e
  • 2. WOODBURY, CT KEVIN G. WORTMAN KEVIN WORTMAN | LINKEDIN KGWORTMAN@CHARTER.NET Credit Manager Senior Credit Analyst January 1993 – December 1998 Electronic Services Group and Intermediary Funding Skills General Electric Capital Corporation, Hunt Valley, Maryland Leadership Lead domestic credit and operations comprised of 8 underwriting and documentation professionals. Completed high tech underwriting exceeding $500 million annually. Built robust lease loan volume Financial Analysis and interacted regularly with sales account executives. Negotiated and prepared domestic and foreign lease and loan documentation. Earned credit lines to $2.5 million Collateral Analysis Vice President 1992 – 1993 Lease Structuring Assistant Vice President 1989 – 1992 Loan Structuring Assistant Credit Manager 1987 – 1988 Senior Account Manager 1985 – 1987 Workouts Account Manager 1983 – 1985 MNC Commercial and Maryland National Bank Restructurings Successors to Nations Bank of Maryland, Towson, Maryland Documentation Lead a team of eleven financial service professionals. Managed regional loan operations, accounting, Communication personnel and portfolio management. Serviced a Mid-Atlantic regional calling area and determined the financing needs for a mid-market loan portfolio exceeding $100MM. Developed and cultivated Talent Development bank lending relationships. Presented loan modifications and recommendations to senior loan committees. Directed/reviewed loan documentation. Conducted financial and collateral analyses. EDUCATION Masters in Business Administration University of Baltimore, Baltimore, Maryland Associate of Arts, Accounting Essex Community College, Essex, Maryland Bachelor of Science, Business Administration, Concentration in Finance Towson University, Towson, Maryland Bachelor of Science, Economics Towson University, Towson, Maryland ACTIVITIES & AWARDS Designer and Webmaster, Westconn Toastmasters (www.westconntoastmasters.org) Westconn Toastmasters, Danbury, Connecticut, Club President, Member since 1993 Ridgefield Toastmasters, Ridgefield, Connecticut, Club mentor since June 2011 2005 US Equipment Financing Commitment to Excellence Award 2004 Simplicity Leadership Award 2004 Risk Achievement Award 2|P a g e