Monique Dubisky

Monique Dubisky

Senior Analyst

Followers of Monique Dubisky748 followers
location of Monique DubiskyOrange County, California, United States

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  • Timeline

  • About me

    Head of Emerging Healthcare Technologies at Wells Fargo

  • Education

    • UNIVERSITY OF CALIFORNIA AT BERKLEY

      2009 - 2009

      Took the following courses:Corporate Financial Modeling & Analysis (4.0) and Business Valuation (4.0)

    • UNIVERSITY OF CALIFORNIA AT LOS ANGELES, Los Angeles, CA

      2007 - 2007

      Took the following courses:Financial Statement Analysis (4.0) and Intermediate Accounting (3.9)

    • UC Irvine

      1999 - 2003
      Bachelor of Arts (B.A.) International Relations and Affairs
  • Experience

    • McGladrey Capital Markets LLC

      Dec 2004 - Jan 2007
      Senior Analyst

      Prepared middle market sell-side information memorandums that incorporated market research, financial statement analysis, company valuation, and competitor analysis.

    • Wells Fargo

      Jun 2007 - now

      • Managed a $1B+ non-investment grade healthcare portfolio focused in acute care and physician practice management.• Underwrote and serviced widely syndicated leveraged loans without loss.• Structured terms and negotiated credit agreements on agented facilities, preserving prudent market standards.• Worked closely with legal counsel to analyze and service highly structured credit agreements.• Recommended credit approval directly to senior management/ credit supervision.• Partnered with the investment bank, loan syndications, and various other product partners to gain approval on ancillary business including FX/rates, and treasury opportunities. Show less

      • Head of Emerging Healthcare Technologies, Corporate & Investment Bank

        Mar 2021 - now
      • Managing Director, Risk Leader for Emerging Healthcare Technologies, Corporate & Investment Bank

        Mar 2017 - Mar 2021
      • Director, Healthcare Corporate Banking

        Mar 2011 - Mar 2017
      • Associate, Corporate Resolution Group

        Jan 2009 - Feb 2011
      • Associate - Credit Management Training Program

        Sept 2008 - Jan 2009
      • Healthcare Associate

        Jun 2007 - Sept 2008
  • Licenses & Certifications

    • Series 63

      FINRA
      Jul 2023
    • Series 79

      FINRA
      Jul 2023
  • Volunteer Experience

    • Communications Chair

      Issued by Hispanic & Latino Connection Employee Resource Network on Nov 2020
      Hispanic & Latino Connection Employee Resource NetworkAssociated with Monique Dubisky