1. Peter Swan
2301 Forest Drive ∙ Charlotte, NC 28211
704.562.9341 ∙ peterswan1@yahoo.com
ENTREPRENEURIAL EXPERIENCE
Self Employed Charlotte, NC
2012-Present
● Partner, part owner, and developer in four unique commercial real estate property types.
● Involved in developing a raw land project, industrial warehouse space, retail buildings, and office space.
● Other investments include ownership interests in two private companies as well as some private funds.
CORPORATE FINANCIAL EXPERIENCE
Over 22 years of experience in financial services generating revenue by providing a consultative approach to
corporate clients, combining a thorough knowledge of corporate finance, rate strategies, and analytical skills
and success building relationships at all levels to deliver value-added solutions.
Wells Fargo Bank Charlotte, NC
Managing Director, Global Rates, Interest Rate Derivatives Marketing 1993-2012
● Successfully provided US Market and global interest rate hedging solutions to mid- and large-cap
corporate clients in the Industrial Growth and Gaming sectors as well as smaller non-industry-
specific companies.
● Sole marketer responsible for $10 Million plus annual budgets primarily in Industrial Growth &
Gaming Sectors.
● 1993 to 2008 was the lead sales generator or in top 10% of all marketers each year, generating on
average revenue of $12 Million a year.
● Member of an organizational team that developed the interest rate derivatives platform at First
Union.
● Well-respected expert, supplying key professionals with knowledge of situations and coaching to
enhance their skills for improved client service.
● 1998 Sales Executive Award winner, given to top salesman in Capital Markets Division.
Suntrust Bank Richmond, VA
Vice President, Capital Markets Division 1990-1993
● Performed both analytical and marketing roles for the debt private placements and interest rate Risk
management Team.
● Actively participated on several private placement deals and was involved in the investor process.
● Origination, communicating with investors, and the drafting of the private placement memorandum.
● In the early stages of the development of the platform, became the sole interest rate marketer for the
bank.
Credit Suisse New York, NY
Financial Analyst, Credit Group 1988-1990
● Analyzed counterparty credit exposure for clients executing transactions from the Sales & Trading
desk.

2. ● Reviewed financial statements and trading limits and interacted with senior management in order to
provide key information to senior management on troubled credits and house limits exceptions.
Bank of America Charlotte, NC
Associate, Sales & Trading Group 1987-1988
● Participated in 10-month training program that involved all areas of the Sales & Trading Group.
● Sold money market products including Repo, Commercial Paper, CDs, Treasury Bills, and
Eurodollar investments to institutional clients.
EDUCATION
UNIVERSITY OF RICHMOND Richmond, VA
Masterof Business Administration-Concentration in Finance
HAMPDEN-SYDNEY COLLEGE Hampden-Sydney, VA
Bachelor of Arts in Managerial Economics and Spanish
● Cumulative GPA: 3.3/4.0 (Graduation with Honors: Cum laude)
● Omicron Delta Epsilon (Economics Honor Society)
● Phi Sigma Iota (Foreign Language Honor Society)
● Phi Gamma Delta Fraternity