andrew.golomb

MANAGING DIRECTOR, Global Strategic & Sustainable Investments (2019 – Present) • Portfolio Oversight & Investment Strategy: Manage a $350M portfolio of private and public equity investments across ~60 investments, the highest number in the group (compared to an average of 20). Lead diverse investment strategies including strategic, venture capital, fund, legacy, Trusts, and employee co-investments, while adhering to risk principles. • Value Investor Mindset & Financial Success: Apply value investor strategies, competitive pricing, and product line evaluation in collaboration with management teams to drive focus and growth of commercial partnerships. • ESG Investments: Demonstrated leadership in spearheading the bank's minority fund investment program, managing approximately 15 fund LP positions, 80% of which are led by women, while actively nurturing relationships with General Partners. Pioneered the sourcing of approximately one-third of the managed funds. • Investment Committee: Serve as an Investment Committee member, deciding strategic and minority fund investments. • Board Participation: Appointed to over 20 boards, including LiquidityMatch, BIDS, CurveGlobal, Finacity, Business Lenders, and Porter Group, contributing expertise in strategy, budgeting, operations, and M&A. • Board Leadership: As a board member, designed management and sales incentive plans using cumulative KPIs. Managed two bankruptcy scenarios, optimizing operations, capital structure, and facilitated the sale of companies. • Team Culture: Establish a strong team culture by being available and responsive, and providing training and mentorship to junior staff on model building, deal structure, legal negotiations, and portfolio management. • Innovative Partnership: Sourced and invested in a company that enables analytics for VR goggles used to train bankers and financial advisors. Direct line of communication with the CEO to provide governance, guide the company's strategic direction, consult on pricing, M&A opportunities, legal matters, and advise on fundraising. • Enterprise Management: Oversee enterprise-wide investments, relationships with regulators such as the Federal Reserve and OCC, act as Trustee for claim against the Cuban government, and champion bank veteran programs. • Regulatory Compliance: Manage legal entity liquidations, vendor relationships, and real estate transactions. DIRECTOR (2013 – 2018) / VICE PRESIDENT (2010 – 2013) / SENIOR ASSOCIATE (2007 – 2009) • Capital Recovery: Successfully managed over 250 investments, recovering over $600M in capital from the sale of over 200 investments while realizing gains of more than $400M. • Investment Portfolio Management: Oversaw a diverse portfolio of venture, private equity fund investments, fund distributions, co-investments, distressed assets, and special situations across industries such as business services, media, healthcare, energy, timber, telecom, life sciences, financial, and manufacturing. • Value Optimization: Partnered with management teams to optimize operations, mine and extract value from investments, and achieve substantial returns. • Strategic Liquidations: Executed the liquidation of investments with complex structures, legal challenges (including Rule 144), regulatory, and liquidity constraints through various channels.

• Top-Ranked Analyst: Achieved the top ranking out of 95 analysts for highest returns in 2006, consistently outperforming the S&P 500 with outstanding annualized returns. • Sector Expertise: Delivered long and short investment recommendations for firms in the Component, EMS, Storage, and Distribution sectors, leveraging a deep understanding of industry trends and market dynamics. • Industry Thought Leader: Featured in The Wall Street Transcript (Feb 2006 and Jan 2007) for insights into the EMS industry. Quoted in prestigious publications such as Crain’s, Reuters, The Daily Herald, CBS MarketWatch, The Chicago Tribune, and Smart Money for expert commentary and analysis. • Financial & Strategic Analysis: Developed comprehensive financial projections, identified capital structure risks, and reviewed operations to uncover and pitch lucrative investment opportunities to clients and internal portfolio managers.

• Account Relationship Leadership: Managed a portfolio of approximately 100 account relationships, with oversight of $75M+ in loan commitments and $500K in credit approval authority. • Credit Package Structuring: Structured and underwrote credit packages up to $10M by conducting thorough evaluations of revenue sources, focusing on creditworthiness, repayment capacity, and collateral strength. • Industry Coverage: Provided comprehensive support across diverse industries, including financial services, manufacturing, construction, real estate, and information technology.