Theresa Wong
About Theresa Wong
Theresa Wong is a Senior Vice President at City National Bank, specializing in the Food & Beverage industry and managing a portfolio exceeding $1 billion. She has over a decade of experience in banking, including previous roles at GE Capital and Wells Fargo.
Work at City National Bank
Theresa Wong has held the position of Senior Vice President at City National Bank since 2016. Based in Austin, Texas, she specializes in serving the Food & Beverage industry through a comprehensive middle market and corporate banking team. Her role includes overseeing a portfolio that exceeds $1 billion, which encompasses Watchlist and Restructuring accounts. Wong focuses on balancing customer requirements with loss mitigation strategies, ensuring effective management of financial risks.
Previous Experience at GE Capital
Prior to her current role, Theresa Wong worked at GE Capital as an Assistant Vice President in Underwriting & Portfolio Management from 2006 to 2016 in Downtown Los Angeles. During her decade-long tenure, she developed expertise in managing substantial portfolios and gained experience in financial analysis and risk assessment within the corporate banking sector.
Background in Treasury Analysis
Theresa Wong began her career at AT Systems, where she served as a Treasury Analyst from 2004 to 2006 in Pasadena, California. This role provided her with foundational knowledge in corporate finance and treasury management. Additionally, she briefly worked as a Relationship Manager at Wells Fargo Capital Finance in 2016, further enhancing her skills in client relationship management and financial services.
Education and Expertise
Theresa Wong earned her Bachelor of Science degree in Management Science from UC San Diego, where she also minored in Law & Society and Chinese Studies. She has furthered her education through leadership training at Crotonville, completing the Foundations of Leadership and Leadership Development Series. Wong is proficient in Excel and Alcar modeling, which are essential for credit agreement negotiations and collateral monitoring.
Expertise in Senior Secured Loans
Theresa Wong has developed significant expertise in structuring and managing senior secured loans, with transaction sizes ranging from $25 million to over $1 billion. Her experience in this area contributes to her ability to navigate complex financial agreements and provide tailored solutions to clients in the Food & Beverage industry.