Capital markets and business development professional with a solid background in accounting, exposure management and global business development. Extensive experience managing currency & interest-rate risk and international relationships with corporate treasuries and money-center banks. Able to ...
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Capital markets and business development professional with a solid background in accounting, exposure management and global business development. Extensive experience managing currency & interest-rate risk and international relationships with corporate treasuries and money-center banks. Able to establish current and long-range objectives, plans and policies while overseeing the adequacy and soundness of individual profit centers. Demonstrated affinity for enhancing yields, managing information systems, and maximizing the value chain.
Areas of special experience…
• PPM-Capital Campaign Management
• Financial Statement Analysis
• Sales & Unit P/L Responsibility
• Reporting to Financial Stakeholders
• Budget Development and Tracking
• Accounting & Audit Oversight
• Capital Market Product Development
• Global Interbank Relationships
• Treasury Management Tools
• Commercial Bank Credit Training
• FX & Financial Risk Management
• Finance Policies and Procedures
Trained in financial risk management and global capital markets at Harvard University, MIT’s Sloan School of Management and the Citicorp Institute for Global Finance, Joe Rogers is now an accomplished private business banker and virtual CFO for small business owners and emerging firms.
At The B3C Capital, Joe Rogers has been able to further his FX product structuring by migrating into currency overlay management for large clients and small businesses with foreign currency exposures. His LA- and NY-based practice led to the development of industry-specific treasury and business banking competencies in support of smaller start-ups and middle market companies.
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