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Gordon McLeod, Principal - Edmonton

Financial Management

A senior risk management professional with many years experience in financial statement analysis. Gordon won numerous awards for business development. As a successful owner of small and mid sized businesses, he is a strong cash manager and creative problem solver utilizing fine-tuned forecasting, planning, comparative analysis and listening skills. He is an adept negotiator in complex business situations. Excellent people skills and management ability have been a key to his success.

SELECTED ACHIEVEMENTS

Presented hundreds of loan requests from $50,000 to $50,000,000 for various sized companies to financial institutions with 100% approvals achieved. Presentations were researched in extensive detail as to the client, industry, economy and risk, matching the requirements of the institutional lender. Many applications were innovative, successfully utilizing corporate legal changes and new government programs.

Accumulated loan and capital losses were negligible due to proactive cash management analysis, market assessment and forecasting and with strong negotiating with the owners/operators. Results were beneficial for the lender with corresponding successes for the owners.

Received divisional and national business development awards regularly in buoyant and depressed economic times. Top divisional profitability performer while 100% client retention was achieved.

Successfully managed loan portfolios over $200,000,000 personally or through account management staffs of up to 30 officers.

Initiated a $150,000,000 loan portfolio diversification program reducing the mix of from high-risk real estate transactions to lower risk loans.

In privately owner operations:

   - Initiated and integrated new marketing programs assisting company to achieve 100% revenue increase.

   - Turned stagnant rental company operations around making it an attractive purchase for a successful conglomerate.

   - Successfully negotiated financial packages for three mid sized business enterprises. 

PRIOR EXPERIENCE

IBEC Manufacturing Inc. – President, Owner
Thornton Heath Ventures – President, V.P. & Treasurer
Bank of Montreal – Various Senior Management Positions
Bank of British Columbia – Senior Account Manager – Edmonton Main

QUALIFICATIONS

University of Saskatchewan – Bachelor of Commerce
Cost Accounting – McGill University, Cost Accounting
Banking Fellowship Courses
Volunteer Boards: Derrick Golf and Winter Club – Member, Committee Member, Kinsmen Clubs (Regina, Calgary, and Edmonton), Rotary Club – Member