Chris Wolf

Chris Wolf

Business Advisory

location of Chris WolfCarmel, Indiana, United States

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  • Timeline

  • About me

    Managing Director at BMO Harris Bank - Delivering Value – and Exceeding Expectations

  • Education

    • University of Notre Dame

      1991 - 1995
      BBA Accounting, Computer Applications Deans List

      Activities and Societies: Student Manager Organization, Head Men's Basketball Manager, Junior Football Manager, Monogram Club, Christmas in April, Knights of Columbus, Bookstore Basketball.

  • Experience

    • EY

      Oct 1995 - Aug 1998
      Business Advisory

      -Audit senior and staff performing interim and fiscal year-end procedures on companies with a retail and consumer products focus.

    • Fleet Capital Corporation

      Sept 1998 - Mar 2003

      -Led reviews focusing on client's historical and projected financial performance and collateral valuation.-Performed due diligence and underwriting on new transactions.-Assisted marketing department in screening opportunities and deal proposals. -Performed financial and collateral reviews on portfolio companies.-Performed collateral due diligence on new transaction opportunities.

      • Assistant Vice President, Senior Loan Analyst

        Feb 2000 - Mar 2003
      • Assistant Vice President, Loan Analyst

        Sept 1998 - Jan 2000
    • Bank of America

      Apr 2003 - Aug 2006
      Vice President, Account Executive

      -Managed a complex portfolio of middle market asset-based loans totaling approximately $220 million in commitments. -Negotiated, underwrote, documented and closed amendments and restructurings, which allowed for borrower acquisitions, maturity extensions and increased line capacities.-Cross-sold bank products including treasury management, interest rate derivatives and foreign currency.

    • LaSalle Bank

      Sept 2006 - Oct 2007
      First Vice President, Relationship Manager

      -New business development and portfolio management focused on middle market public and private companies headquartered in Indiana and Kentucky. -Managed a portfolio of banking relationships totaling approximately $100 million in commitments. -Responsible for managing customer requests and maintaining and growing revenues through active cross-sales of bank products.

    • Merrill Lynch

      Nov 2007 - May 2012

      -Responsible for managing a portfolio of commercial banking relationships in excess of $200 million in commitments and approximately $10 million in revenues. -Focused on business development by actively calling on Indiana-based middle market public and private companies with revenues ranging between $50 million and $2 billion.-Successfully cross-sold bank products including treasury management (domestic and international), F(x) and interest rate derivatives. -Delivered credit solutions to a portfolio of commercial banking relationships totaling in excess of $150 million in commitments to Indiana-based public and private companies. -Responsible for ongoing client credit monitoring, deal structuring, legal documentation and negotiation. -Successfully cross-sold bank products with a credit component including treasury management, foreign currency, and interest rate and commodity derivatives.

      • Vice President Senior Client Manager

        Jan 2011 - May 2012
      • Vice President, Senior Product Delivery Officer

        Nov 2007 - Dec 2010
    • BMO U.S.

      Jul 2012 - now

      -Member of ABL Metals practice. -Responsible for new business development in Indiana, Ohio and Kentucky with BMO Harris Bank's Asset-Based Lending group. Business development activities are focused on direct company calling, along with building strong relationships with intermediaries and private equity sponsors. -Transactions are typically utilized for leveraged buy-outs, including private equity, recapitalizations, refinancings, restructuring, working capital and general corporate purposes. Credit facilities are primarily secured by a combination of accounts receivable, inventory, machinery and real estate. Targeting facility sizes of $20 million and higher. Show less

      • Managing Director

        Dec 2019 - now
      • Director

        Jul 2012 - now
  • Licenses & Certifications

    • Certified Public Accountant, Illinois, February 1999 (Inactive)

  • Volunteer Experience

    • Volunteer

      Issued by Woodland Christmas Club for Needy Children on Jan 2013
      Woodland Christmas Club for Needy ChildrenAssociated with Chris Wolf