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Gary M.

Roos
garymroos@charter.net CHIEF FINANCIAL OFFICER Executive with experience building world-class businesses in the financial services industry. Directed, motivated and developed leaders. Developed strategies to grow revenues and earnings, cut costs and control risk. Expertise includes: Managing Change Planning, Budgeting and Financial Reporting Strategic Business Analysis Communications with Executive Management Leadership Development Financial Risk Management Simplifying Complexity Expense Control Secondary Markets Experience Profit and Loss Responsibility Building Market Share Strategy Development 952-687-7626

Education The University of Michigan, Ann Arbor, MI MBA, Masters in Finance & Marketing Harvard College, Cambridge, MA AB, Bachelors in American History

Professional Experience WELLS FARGO BANK, CSCL Group Finance, Education Financial Services Div. 2007-2011 SVP, Division CFO/Strategic Financial Projects Minneapolis/St. Paul, MN Consumer lending group at Wells Fargo Bank offering credit and debit cards, student loans and other consumer lending and payment products. Student loan division generated revenue over $1 billion per year, helping over 2 million customers achieve their education dreams. Managed all financial aspects of division with $30 billion balance sheet and over 1000 employees across 4 time zones, including budgeting, reporting, facilities, pricing and secondary marketing. Positioned division to be the nations largest and most profitable student loan originator with market share of 25% up from 5% in 2007. Grew division earnings to significantly exceed annual plan every full year with division (2008-2010). Three year earnings CAGR of 51% per year. Exceeded 2009 Plan earnings by over 50%. Collaborated with corporate Treasury group to generate $300 million in gains for the corporation, removing almost $2 Billion of low-yielding assets from the banks balance sheet, and increasing divisional earnings by $7 million per year. Initiated secondary marketing operations to generate over $250 million in sales gains from monthly loan sales program during 2009 and 2010. Removed $5 million of annual expenses from run rate, while still enabling strong business growth. Transformed monthly group business review improving efficiency and effectiveness of businesses and executive team. Significantly elevated staff engagement scores through strong program of development and recognition.

Gary M. Roos
CYBERNAUT VENTURE CAPITAL MANAGEMENT, Hangzhou, China SVP, Strategic Planning and Business Development, Columbus, OH US representative for fast-paced VC incubator headquartered in China. Solicited U.S. joint venture partners and other investors for start-ups in financial services, education and healthcare. Engaged US Nobel prize-winning physicists to participate in inauguration of research institute at Zhejiang University. .

2006-2007

JPMORGAN CHASE, Chase Home Finance, CNT Group Columbus, OH 2004-2006 VP, Strategic Planning Director/Servicing Portfolio Manager Merged servicing acquisitions unit into CNT group, improving efficiency, profitability and strategic trajectory. Created strategic plan to increase earnings by over $35 million per year from largest wholesale mortgage channel. Revolutionized pricing capability enabling entry into new, $5 billion per year non-subprime mortgage market.

Chase Manhattan Mortgage Corporation, Secondary Marketing Ops Columbus, OH 1997-2004 VP, Finance and Acquisitions Director/Servicing Portfolio Manager Post-merger between Chemical Bank and Chase, grew mortgage servicing business into industry leader. Purchased servicing rights to more than $120 billion of mortgages. Priced and negotiated bids and contracts; directed due diligence. Absorbed 3 major competitors. Controlled risk created by high growth rate through the use of subservicers. Managed multiple vendor contracts. Successfully wound down these relationships, transferring servicing volume inhouse. Spear-headed implementation of enterprise-wide decision support model to manage business expenses, volumes and revenues. Improved management of billions of dollars of deposit balances to increase float earnings by millions of dollars per year. Six Sigma Green Belt that initiated and led multiple projects to increase revenue, reduce risks and eliminate costs. Prior Experience Previously at Chemical Mortgage Company as VP, Mortgage Servicing Portfolio Manager, at Chemical Bank as AVP, Financial Analyst, at Diplomat Electronics as wholesale accounts collector, and at Wells Fargo Bank as commercial credit analyst.