ROBERT A. STONEHAM
Financial Consultant

Mr. Stoneham is an accomplished professional who has held positions of major responsibility in financial services. He has experience in both domestic and international assignments. He has held a series of increasingly challenging positions in capital markets, treasury, credit, international audit, and compliance.

PRINCIPAL
Stoneham, Jason & Associates, Orinda, CA 1993-1996

MANAGER, EXECUTIVE CREDIT RISK OFFICER
Bank of America, San Francisco, CA 1988-1992

Managed the marketing and credit function over a $14 billion Capital Markets Portfolio that included pension funds, mutual funds, banks, investment banks, and high tech and bio tech clients. Developed and implemented interest rate, securities, foreign exchange, mutual funds, futures, and derivatives credit policies, along with industry policies for mutual funds and investment banks. Managed futures exchanges, clearing house and securities clearings approvals. Improved credit discipline, as a Credit Committee member of BA Asia Limited, a Hong Kong merchant bank. Acted as credit consultant to the Market Risk Committee.

CREDIT ADMINISTRATOR
Bank of America, San Francisco, CA 1987-1988

Advanced to Section Manager for bank, broker dealer, and high tech customers. Project manager for a systems application that streamlined bank credit reporting and approval process for foreign exchange trading. Credit advisor to BA International, a London based merchant bank, and BI New York.

CORPORATE COMPLIANCE OFFICER
Bank of America, San Francisco, CA 1986-1987

Assisted in developing and implementing a corporate-wide compliance program. Coordinated all regulatory examination progress reporting to the Audit and Examining Committee of the Board of Directors. This included assisting management and systems personnel with the development of corrective action plans.

CHIEF AUDITOR
Banca D’America E D’Italia, Milan, Italy 1981-1985

Directed the fiscal and operational audit program over a 120 unit $8.4 billion retail bank, the world’s 400th largest international bank, reporting to the Board of Directors and Managing Director. Managed 31 auditors in a highly unionized environment, increasing audit coverage by 45% while reducing expenses by 25%. Developed control guide to improve operations and credit compliance in branches. Revised the audit program implementing many state-of-the-art audit procedures.

REGIONAL AUDITOR
Bank of America, Caracas, Venezuela 1979-1980

AUDIT MANAGER INVESTMENTS
Bank of America, London, England    1976-1979

AUDITOR
Bank of America, Latin America and the Caribbean 1973-1976

MANAGEMENT AND AUDIT TRAINEE
Bank of America, Los Angeles and San Francisco 1972

EDUCATION

NASD REGISTERED REPRESENTATIVE 1994

MBA, FINANCE, COMMERCIAL LENDING 1986
World Banker Program

BS, SOCIAL SCIENCE 1971
University of California at Irvine