Resumes
Resumes
Institutional Fixed Income Sales
View pageLocation:
6070 Poplar Ave, Memphis, TN 38119
Industry:
Investment Management
Work:
SunTrust - Nashville, Tennessee since Aug 2011
Director - Foundations & Endowments Specialty Practice
Delphi Management - Boston, Massachusetts Feb 2002 - Jul 2011
Senior Research Analyst
Lynch Foundation - Boston, Massachusetts 2000 - 2001
Research Analyst
Director - Foundations & Endowments Specialty Practice
Delphi Management - Boston, Massachusetts Feb 2002 - Jul 2011
Senior Research Analyst
Lynch Foundation - Boston, Massachusetts 2000 - 2001
Research Analyst
Education:
Brown University 1992 - 1997
Deerfield Academy 1989 - 1992
Eaglebrook School 1986 - 1989
Deerfield Academy 1989 - 1992
Eaglebrook School 1986 - 1989
Skills:
Investments
Portfolio Management
Due Diligence
Equities
Investment Banking
Equity Research
Valuation
Financial Modeling
Financial Analysis
Capital Markets
Fundraising
Alternative Investments
Real Estate
Asset Managment
Energy
Non Profit Boards
Mining
Reinsurance
Competitive Analysis
Logistics
Business Development
Investment Management
Client Services
Value Investing
Investor Relations
Portfolio Management
Due Diligence
Equities
Investment Banking
Equity Research
Valuation
Financial Modeling
Financial Analysis
Capital Markets
Fundraising
Alternative Investments
Real Estate
Asset Managment
Energy
Non Profit Boards
Mining
Reinsurance
Competitive Analysis
Logistics
Business Development
Investment Management
Client Services
Value Investing
Investor Relations
Certifications:
Series 7
Series 63
Series 63