CALIXTO LANAUZE, MBA

35 PMB 199 Suite 67 35 Juan Carlos de Borbn Guaynabo, PR 00969

C):787-447-0254 H): 787-998-2885
cle527fe@westpost.net
Investment Banking, Treasury & Risk Management, and International Banking
Versatile, resourceful leader and strategist with 25+ years success in the priva
te and public sectors. Extensive experience in Banking, including Investment Ban
king, Treasury & Risk Management and International Banking. As Vice President of
Investment Banking at Oriental Financial Services Corporation, contributed $10.
3mm to the bottom line and was lead bond underwriter of $3.9bln for capital impr
ovement projects, including one named aDeal of the Yeara by The Bond Buyer in 20
08.
Management, planning and implementation experience, and achiever of overall busi
ness objectives.
Secured $100mm+ in funding from diverse institutions and effectively partnered w
ith teams on profitable cross-selling initiatives. Experience in economic develo
pment and as a university professor. FINRA Series 7. Fluent Spanish / English.
KEY COMPETENCIES
Capital Projects Financing Strategic Planning
Management Team Leadership International Banking
Treasury/Risk Management Business Development Sales/Marketing
Consulting/Research/Analysis
Economic Feasibility Studies Client Relationship
P&L/Budgeting Teaching/Presentations
PROFESSIONAL EXPERIENCE
Financial Consultant & Investments Consultant, San Juan, PR
2009 a" 2010
Consultant to: 1) the Banco de Desarrollo Econmico Centro Oriental, a regional d
evelopment bank preparing the strategic and development plan in order to be cert
ified by the United States Treasury Department as a Community Development Financ
ial Institution (CDFI); and 2) Omega Overseas Investments, Inc., an Internationa
l Banking Entity with $110mm in assets. Performed treasury functions to identify
investments in several financial instruments, and currencies, while optimizing
the funding side. Prepared cash flows and daily mark-to-market reports of invest
ments in both US dollars and foreign currencies. Assisted in preparing P&L repor
ts.
a Built a large financial database to maximize investment decisions.
a Improved reporting system to include foreign investments mark-to-market and an
nual cash flows.
Oriental Financial Services Corporation San Juan, PR 2001
a" 2009
Broker-dealer subsidiary of Oriental Financial Group, a $10bln financial holding
company
Partners included Bank of America, Bear Stearns, and JPMorgan Chase
Vice President, Investment Banking Division
Supplied oversight of due diligence for economic, financial, operational, legal,
and tax aspects of bond issues for government and private institutions. Perform
ed analyses to extend lines-of-credit and letters-of-credit to government; searc
hed for new businesses such as New Market Tax Credits. Cross-sold financial inst
ruments with commercial, retail, treasury, and mortgage divisions. Promoted comp
anyas brand through on-site visits and presentations to potential customers.
a Lead underwriter on $3.9bln in bonds/notes/equities financing for capital proj
ects for the government of Puerto Rico and its economic development in the US an
d Puerto Rico markets, including:
- Over $1bln for the rehabilitation of public housing by the Puerto Rico Housing
Finance Authority, the second deal named aDeal of the Yeara of 2008 by The Bond
Buyer
- $1.2bln for the Puerto Rico Municipal Financing Agency- capital improvements f
or municipalities
- $250mm for public schoolsa capital improvements -Qualified Zone Academy Bonds
- $161mm for the Puerto Rico Industrial Development Company
a Obtained a $10mm commercial account and financing for a hospital.
a Initiated cross-selling with the commercial, treasury, and retail divisions, l
eading to the acquisition of 2 key municipal government accounts with 800+ aggre
gate employees.
a Structured bond debt buyback analysis for private university.
a $100mm+ in funding from several public and private institutions.
Financial & Economic Consultant, San Juan, PR 1998 - 200
1
Prepared feasibility studies for several institutions to expand or establish bus
inesses. Maintained economic databases. Customers included Estudios Tecnicos, I
nc. and H. Calero Consulting Group, Inc., consulting firms providing economic, m
arket strategy, and strategic planning services
a Expert analysis helped build 7 new retail pharmacies and a cardiovascular clin
ic.
a Presented findings for curriculum expansion at a large university, to include
the agribusiness major
Municipality of Caguas, Caguas, PR 1997 - 1998
Municipal government of the City, population of 145,000
Director of the Economic Development Department
In charge of the economic development, the Community Development Bank, and diver
se municipal properties. Key in the rapid expansion of the economic and urban gr
owth of the City, and the establishment of several new businesses. Managed the s
trategic planning process, 150 employees and a $6.5 million budget.
Municipality of Carolina, Carolina, PR 1995 - 1997
Economic development advisor
Emphasis in the economic and urban revitalization through several strategic publ
ic-private investments.
Banco Progreso Internacional, San Juan, PR 1992 - 1995
International Banking Entity
Senior Vice President
a In charge of planning, administration, treasury, and operations, and in managi
ng and optimizing the corporate liquidity, funding, investments, and risk manage
ment of the $60mm investments portfolio.
a Developed the commercial credit strategies, minimizing risks and improving ret
urns.
a Established business with companies in Latin America and the US, increasing BP
Ias revenue.
1985 - 1992
Municipality of Ponce, Financial and economic development consultant; Pfizer Int
ernational Bank, Assistant Treasurer of $450mm portfolio; Citicorp Investment Ba
nk, Institutional broker- NASD Series 7 & 63.
TEACHING EXPERIENCE
Finance Professor (Part-Time), University of Sagrado Corazn, San Juan, PR- Curre
ntly
Former Finance Professor, University of Puerto Rico, San Juan, PR
PROFESSIONAL AFFILIATIONS
Puerto Rico Financial Analysts Association
Member, Board of Directors, Banco de Desarrollo Centro Oriental
Authored articles in Estudios Tcnicos monthly newsletter
EDUCATION
MBA, International Business & Finance, Georgia State University, Atlanta, GA
BBA, Economics, University of Puerto Rico, San Juan, PR
Series 7 General Securities Representative, FINRA