Wesley Williams

Experience

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  University of Northern Colorado

  Jan 2010 - Jan 2012

  Financial Managment Association President

  VisionThe vision of the Financial Management Association International is to be the global leader in developing and disseminating knowledge about financial decision making.MissionThe mission of FMA International is to serve the global finance community by:broadening the common interests between academics and practitionersproviding opportunities for professional interaction between and among academics, practitioners and studentspromoting the development and understanding of basic and applied research and of sound financial practicesenhancing the quality of education in financeThe ongoing purpose of the Financial Management Association (FMA) is to assist in the professional, educational, and social development of college students interested in finance, banking, and investments; to provide an association for college students actively interested in these fields; and to encourage interaction between business executives, faculty, and students of business and finance. Show less

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  Student and Foundation Fund

  Jan 2012 - Dec 2012

  Student and Foundation Fund

  •Managed a million dollar portfolio with a select number of unique students•Had a 5.25% return on the portfolio since my selection •Consistently beat the S&P 500 and Barclays aggregate bond index•Researched, Analyzed, and Valued stocks and bonds•Offer in depth buy and sell proposals on stocks and bonds to maximize portfolio performance•Compose an economic analysis using professional resources and opinions•Attended a New York Quinnipiac international competition and was awarded in the top 10 of 150 schools•Became very comfortable with financial functions using excel, Bloomberg, Capital IQ and Morning Star•Create an comprehensive report on portfolio performance and present it to the board of trustee•Stay up to date on daily news events and major economic developments Show less

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  Dryg

  Jan 2012 - Apr 2012

  Tax Associate Intern

  *Work Side by Side with Tax Consultants and learn the ins and outs of accounting and taxes.*Fill out and perform tax forms.*Review and check Tax Consultants work.*Call and contact borrowers with questions from Tax Consultants.

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  Colorado Water Resources & Power Development Authority

  Jan 2013 - now

  • Orchestrates and supervises bond financings with oversight from Finance Director under the Water Pollution Control Revolving Fund (WPCRF), the Drinking Water Revolving Fund (DWRF), the Water Revenue Bond Program (WRBP), and the Small Hydropower Loan Program (SHLP). Supervises activity of bond counsel, financial advisor, underwriters, general counsel, and borrowers and coordinates activities of bond insurers and rating agencies.• Designed and Built the website www.CWRPDA.com.• Assists the Finance Director with the investment of all Authority funds, including investments in trusteed accounts for the WPCRF, SWRP Program, the DWRF, the WRBP, and the Authority's escrowed and cash funds. • Conducts and supervises compliance with bond resolutions, bond insurer agreements and policies, rating agency and programmatic requirements, annual arbitrage rebate calculations and payments (to the IRS), and compliance with continuing disclosure requirements (as required by the SEC).• Conducts and supervises the review of loan applications for the WPCRF and DWRF, and borrower credit report preparation for the SHLP and the WRBP. Develops and presents recommendations to the Board.• Performs outreach and marketing activities for the Authority's programs to potential borrowers and advisers.• Supervises and prepares financial analyses as required in connection with the WPCRF, DWRF, SHLP, and WRBP programs.• Assists the Finance Director in the preparation of the budget for the financing programs of the Authority.• Assists the Finance Director with programmatic reports, evaluations, and oversight.• Performs other administrative duties as needed. Show less • Lead, price, and negotiated four municipal bond issues in the amount of 120 million dollars. • Negotiate, and underwrite 11 municipal loans for approximately 50 million dollars annually.• Lead analyst for the Small Hydropower Loan Program and executed three small hydropower loans.• Sat on International hydropower panel in regards to hydropower financing.• Collect financial data and analyze trends on a billion-dollar portfolio of municipal loans annually.• Create and maintain in-depth financial and economic models.• Present detailed report presentations to Finance Managers and Board of Directors.• Lead, hire, manage, and train Financial Analysts.• Create cash flow projections and financial models for the Authority's municipal bonds.• Maintain strong customer relationships.• Present on panels and workshops. Show less •Reviews and processes projects requisitions, planning and design grants and “set-asides” for all applicable programs.•Prepare and reviews credit analysis of loan applications. Analyzes loan applicant’s financial statements. Develop recommendations for staff and Board of Directors. Prepares/presents detailed credit analysis presentations to Board of Directors as necessary.•Perform various activities with bond counsel, financial advisor, underwriters, general counsel, borrowers, bond trustees and Authority Staff.•Work with rating agencies to keep the “Authorities” AAA rating on muni-bonds every year.•Analyzes and monitors loan covenant compliance for a portfolio of loans. Review and orchestrates submittal SEC and insurer disclosures information.•Assist with negotiation of Direct Loans and potential borrowers.•Monitors collateral statements and Repurchase agreements for contract compliance and follow up with financial institutions, as necessary.•Assist the Finance Director and Senior Financial analyst with program reports and budgets. Show less

  • Assistant Director Of Finance

    Feb 2020 - now

  • Compliance Officer

    Feb 2020 - now

  • Senior Financial Analyst

    Nov 2016 - Feb 2020

  • Financial Analyst

    Jan 2013 - Nov 2016
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  Switch Colorado

  Dec 2017 - now

  Board Memeber - Co-Sponsor Lead

  • Solicit interest and topical energy-related speaker requests.• Negotiate and execute agreements with event sponsors.• Maintain strong relationships with energy event sponsors.

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  Rocky Mountain Association of Energy Services Professionals AESP

  Jan 2018 - now

  Nonprofit Board Member

  Every few months the Rocky Mountain Chapter of AESP hosts an informal gathering of its local members and interested energy industry professionals that provide our colleagues an opportunity to network, socialize and participate in short discussions on topical energy issues. Chapter events are attended by a wide range of energy professionals: public officials from local government, staff from large and small utilities, energy consultants, employees from local, national laboratories (e.g., NREL, NOAA, NCAR), educators, and students, as well as staff from non-profit organizations and environmental groups. With many energy professionals located in Front Range Colorado, from both the private and public sectors, these events give participants a chance to meet and discuss work in a casual setting that is both fun and beneficial for professional develop.• Collaborate with Board members to execute a strategy to achieve our renewable energy mission statement.• Partner with colleges to mentor young energy service professionals.• Budget and project cash flow analysis for continued financial stability. Show less

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  The Motley Fool

  Jun 2019 - Oct 2019

  Contract writer

  Contract writer for the Motleyfool.com.

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  Energize Colorado

  Apr 2020 - Feb 2022

  Volunteer

  Small Business Volunteer for the State of Colorado during COVID-19.Slide Deck Organizer.Virtual Webinar Volunteer.Data mining and analysis.Website Design.