Alex Pettee, Senior Associate

Alex Pettee is a finance professional with experience in asset-based lending. He specializes in financial statement and cash flow analysis and providing recommendations to clients in a broad spectrum of industries, including metals, retail, oil and gas, technology, and agriculture. While leading all aspects of client relationships, Alex continuously assessed internal risk ratings while recommending the appropriate course of action to senior management.

Representative Experience

  • Credit Risk Manager. Involved in all aspects of client relationship, including credit analysis, financial modeling, and approval of credit requests. Structured and negotiated credit agreements, amendments, and waivers while assessing internal risks, operational performance, collateral trends, and covenant compliance.
  • Credit Risk Analyst. Performed financial statement and cash flow analysis for various clients, totaling in $1.7B in coverage.
  • Field Exam Associate. Executed on-site audits to assess value of collateral base and integrity of records, financial condition, outstanding loans, and collateral risk and exposure. Maintained client relationships and developed recommendations from audits in comprehensive written report.
  • Collateral Analyst. Engineered client files with data mining software and reconciled borrowers’ AR/AP agings and inventory perpetuals with loan ledger and balance sheet.

Contact Information

E-mail: alex.pettee@cr3partners.com
Phone: (949) 407-9607
LinkedIn | VCard


Industries

  • Oil & Gas
  • Retail
  • Technology
  • Agriculture

Education & Certifications

  • B.B.A., University of Toledo
  • M.B.A., University of Toledo

Alex Pettee, Senior Associate

Contact Information

E-mail: alex.pettee@cr3partners.com
Phone: (949) 407-9607
LinkedIn | VCard


Industries

  • Oil & Gas
  • Retail
  • Technology
  • Agriculture

Alex Pettee is a finance professional with experience in asset-based lending. He specializes in financial statement and cash flow analysis and providing recommendations to clients in a broad spectrum of industries, including metals, retail, oil and gas, technology, and agriculture. While leading all aspects of client relationships, Alex continuously assessed internal risk ratings while recommending the appropriate course of action to senior management.

Representative Experience

  • Credit Risk Manager. Involved in all aspects of client relationship, including credit analysis, financial modeling, and approval of credit requests. Structured and negotiated credit agreements, amendments, and waivers while assessing internal risks, operational performance, collateral trends, and covenant compliance.
  • Credit Risk Analyst. Performed financial statement and cash flow analysis for various clients, totaling in $1.7B in coverage.
  • Field Exam Associate. Executed on-site audits to assess value of collateral base and integrity of records, financial condition, outstanding loans, and collateral risk and exposure. Maintained client relationships and developed recommendations from audits in comprehensive written report.
  • Collateral Analyst. Engineered client files with data mining software and reconciled borrowers’ AR/AP agings and inventory perpetuals with loan ledger and balance sheet.

Education & Certifications

  • B.B.A., University of Toledo
  • M.B.A., University of Toledo