Tony Wong

Experience

• 

  RBC

  Aug 1989 - Mar 2023

  Responsible for credit assessment of the leveraged capital portfolio with a focus in Technology, CME, and Business Services sectors as well as approval responsibility for loan requests, and the approval of strategic lending caps. Accountabilities included active following of industry / portfolio performance, and active involvement in due diligence process with company CEOs/CFOs, private equity partners, legal counsel, and other professional. Credit assessments of companies in portfolio include industry/competitive environment, peer group comparisons and complex financial models.Successfully managed a number high risk profile accounts during the recession in 2009, including direct re-negotiation of credit structure and loan documentation with companies, sponsors, legal counsel, and other financial institutions in the loan syndicate. Show less Responsible for credit assessment of the various assigned portfolios (including commercial clients and multinational clients) as well as approval responsibility for loan requests, and the approval of strategic lending caps. Accountabilities include active following of industry / portfolio performance through monitoring of financial and industry information, regulatory events, external rating agency movements, and other early warning signals. Credit assessments of companies in portfolio include industry/competitive environment, peer group comparisons and complex financial models.Involved in assessment and adjudication of new syndicated loan transactions for a number of clients in the airlines, aerospace, and consumer products sectors (tour companies, and loyalty programs), which resulted in significant capital markets fee revenue. Show less

  • Managing Director, Corporate Client Group - Finance, Western Canada

    Apr 2017 - Mar 2023

  • Managing Director, Corporate Client Group

    Jul 2012 - Apr 2017

  • Director, Credit Group Risk Management

    Aug 2007 - Jul 2012

  • Director, Credit Group Risk Management

    Feb 2003 - Aug 2007

  • Manager, Group Risk Management

    Oct 2001 - Feb 2003

  • Senior Account Manager

    Aug 1989 - Oct 2001
• 

  Training The Street

  Mar 2023 - now

  Instructor

  Providing instruction on mid-market lending; including topics on issuing marketing term sheet, due diligence, loan structuring, loan negotiation, credit committee presentation, credit agreement negotiation, and closing the transaction.Skills: Teaching · DCF Valuation · Modeling · Leveraged Buyouts (LBO) · Corporate Finance · Finance · Microsoft Excel