Carl Dormenyo

Lead strategic financial analysis for $5–$10B investment portfolios, supporting long-term planning and scenario modeling. Develop and maintain complex financial models and valuations to support strategic decision-making.

Managed and maintained portfolios of active leveraged and high-grade loans for the Asset Based Lending Group ($1bn-$10bn). Partnered on multi-billion-dollar deals, integrating financial and risk review into acquisition and wholesale finance.

Participated in the execution of IT Audits and IT Advisory projects, including the evaluation of IT General Controls, Application Controls, and IT security related Internal Controls. Evaluated the security and integrity of information systems, including access controls, data encryption, and incident response protocols.

Administered and managed Syndicated Credit Debt Agreements ($20b -$30b) portfolios using the Loaniq system. Collaborated with Treasury and senior finance teams on process improvement in daily funding and reporting operations.

Managed the calculation of Physician Compensation consistent and compliant with financial contracts. Developed financial models supporting physician compensation aligned with operational contracts.

Researched and analyzed financial trends, developed and prepared executive financial reports. Conducted risk analysis and reporting for executive leadership based on financial and regulatory metrics.

Administered Syndicated Credit Agreements and managed ($10b -$15b) portfolios per time. Managed complex financial documentation, reconciliations, and audit compliance.

Doctor of Business Administration in Finance from Bellevue University, completed in 2024.

MBA in Finance from Campbell University, completed in 2012.

Bachelor of Business Administration in Trust and Investment Management with a minor in Financial Planning from Campbell University, completed in 2007.