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Vice President - Research, Director - Equity Research, Director - Fixed Income, Portfolio Manager, Capital Markets, Credit Analyst, Equity Analyst with 10 years experience looking for a Middle Management position.
Vice President - Research, Director - Equity Research, Director - Fixed Income, Portfolio Manager, Capital Markets, Credit Analyst, Equity Analyst with 10 years experience looking for a Middle Management position.
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Vice President - Research, Director - Equity Research, Director - Fixed Income, Portfolio Manager, Capital Markets, Credit Analyst, Equity Analyst with 10 years experience looking for a Middle Management position.
Hak Cipta:
Attribution Non-Commercial (BY-NC)
Format Tersedia
Unduh sebagai TXT, PDF, TXT atau baca online dari Scribd
Vice President - Research Fundamental equity analysis, valuation, and portfolio strategy focused on the fi nancial services sector including banks, brokers, insurance companies and REITs as well as other industries as needed. Portfolio construction and relationship m anagement with respect to high net worth customer base of First Republic Investm ent Management. Total AUM: $8B. FLAHERTY & CRUMRINE INC 2003-2004 Senior Analyst - Credit Research; Financials and Energy Fundamental credit analysis; Responsible for fundamental credit research and rec ommendations for a leading fund advisor specializing in preferred stock. NYSE l isted funds managed include: PFD, PFO, FLC. Total AUM: $4B. Specialist in utilit ies, energy, and financial services (banks and insurance companies including ana lysis of statutory financials). REITs, industrials and telecom also covered. GUARDIAN LIFE INSURANCE 2000-2003 Director - Fixed Income Credit Research: Investment Grade and High Yield Senior analyst for high-grade utility, pipeline, energy, sovereign and healthcar e holdings -- 15%-20% of a $24 billion portfolio. Senior analyst also for high yield utilities, pipelines and healthcare; joint responsibility for high yield e nergy. Recommendations for total-return oriented asset-liability and surplus ac counts. Recommendations based on credit, relative value, and market technicals. GULF INTERNATIONAL BANK, B.S.C. 1998-2000 Assistant Vice President - Corporate Lending Fundamental credit analysis; industry and fundamental credit analysis for Fortun e 500 clients in the energy and utility sectors; shepherd deals through credit a pproval process, documentation and drawdown. Service existing clients and suppo rt primary relationship manager in facilitating new business. Support credit ri sk management at portfolio level. CHASE MANHATTAN BANK 1997-1998 Credit Analyst - Global Oil & Gas Group Graduate of 1997 Chase credit training program. Undertook fundamental credit an alysis and financial modeling in support of commercial lending activities and po tential mergers and acquisitions for Fortune 500 energy companies. Played key s upporting roles in launching syndicated loans for the bank's major energy client s. EDUCATION M.A., Georgetown University 12/1996 Edmund A. Walsh Graduate School of Foreign Service Russian Area Studies Program B.A., University of Toronto 1 2/1990 Political Science OTHER: Notable recommendations in 2008: sell Goldman Sachs at $200, Citigroup at $52, A IG at $44, General Growth at $28, Morgan Stanley at $30; avoid Legg Mason and St ate Street. References by Chief Investment Officer and President of First Repub lic Investment Management available upon request. Awarded CFA Charter in 2003. Worked in Russia from 1993 to 1995 as bilingual consultant in the coal sector. A mateur chef and wine enthusiast.