Experience

Amundi US

• United States
• Financial Services
• 700 & Above Employee

• SVP, Senior Credit Analyst

  • 2007 - Present

  Primary analyst covering high yield issuers in the health care sector, including facilities, pharmaceuticals and insurance companies. This sector represents approximately 12% of Amundi US’s $10+ billion in leveraged credit investments. Generate buy, sell and swap opportunities with portfolio managers and traders. Work with portfolio managers on sector positioning across a variety of strategies (high yield, bank loan, core-plus, closed-end). Meet with bond issuers on roadshows, analyze new issues and make buy/pass recommendations. Maintain active dialogue with investment bank capital-markets contacts on new deal structures and reverse inquiry transactions. Coverage primarily consists of high yield bonds, convertible bonds, and leveraged loans. Additional coverage includes emerging market corporates, convertible preferreds, and small cap leveraged equities. As deputy director of US credit research, develop and mentor internal talent and help recruit externally. Also, lead the bottoms-up (analyst-driven) sector positioning framework across all US high yield funds. Healthcare sector contribution (high yield and converts) to excess returns for primary domestic Pioneer high yield fund (TAHYX)-- 2012: +27 bps; 2013: +91 bps; 2014: -1 bp; 2015: +55 bps; 2016: -37 bps; 2017: +30 bps; 2018: +7 bps; 2019: +105 bps; 2020: +4 bps; 2021: +5 bps; 2022: +11 bps. (Offshore high yield funds generally mirror on-shore allocations.) Previous coverage also included diversified media, broadcasters and food & beverage, with strong long-term excess performance in each. During the GFC, 50% of the media index defaulted, and our funds experienced zero media defaults (UVN bought in size at the right time, and no yellow pages or RDA). Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Buy-Side High Yield Analyst, Columbia Management

  • 2004 - 2007

  Covered high yield bond issuers in the consumer, media and health care sectors for Columbia's high yield investment strategies ($4 billion total high yield AUM). Maintained relationships with sell-side analysts and bond issuers. Covered high yield bond issuers in the consumer, media and health care sectors for Columbia's high yield investment strategies ($4 billion total high yield AUM). Maintained relationships with sell-side analysts and bond issuers.



FleetBoston Financial

• United States
• Banking

• Sell-Side High Yield Analyst

  • 2003 - 2004

  Working with a senior analyst, covered 30+ high yield issuers in the retail and consumer products sectors. Published comprehensive research reports and morning meeting notes to summarize investment theses and buy/hold/sell recommendations, and supported Fleet’s proprietary trading through timely calls on situational credits.

• VP, Portfolio Manager

  • 1999 - 2003

  Managed a portfolio of relationships and credit exposures ($900 million aggregate) in the industrials space (solid waste, equipment rental, environmental engineering, utilities, energy). For Fleet-syndicated facilities, structured amendments and negotiated loan documentation.



Bank of Boston

• United States
• Banking
• 1 - 100 Employee

• AVP, Corporate Banker

  • 1997 - 1999

  Analyzed financials, built projection models, and assessed the debt capacity of current and prospective borrowers for the national restaurant and retail portfolios. Completed four-month intensive bank credit training program (Credit Associate Program)-- fall 1997. Analyzed financials, built projection models, and assessed the debt capacity of current and prospective borrowers for the national restaurant and retail portfolios. Completed four-month intensive bank credit training program (Credit Associate Program)-- fall 1997.



Peace Corps

• United States
• International Affairs
• 700 & Above Employee

• Peace Corps Volunteer

  • 1993 - 1995

  Taught English at Eesti Merehariduskeskus (Estonian Maritime Academy), Tallinn, Estonia. Also taught the first cohorts of the British Council's Primary School Teacher English Programme. Taught English at Eesti Merehariduskeskus (Estonian Maritime Academy), Tallinn, Estonia. Also taught the first cohorts of the British Council's Primary School Teacher English Programme.



Katy ISD

• Education Administration Programs
• 700 & Above Employee

• Middle School Mathematics Teacher

  • 1992 - 1993

  Taught five sections of middle school mathematics. Taught five sections of middle school mathematics.



US Army

• United States
• Armed Forces
• 700 & Above Employee

• Medic— US Army Reserve

  • 1985 - 1992

  Completed AIT (91A combat medic training) at Fort Sam Houston, TX. Active duty (nine months) at Fort Hood and Walter Reed Army Medical Center during Operation Desert Storm. Honorably discharged as an E-5/Sergeant. Completed AIT (91A combat medic training) at Fort Sam Houston, TX. Active duty (nine months) at Fort Hood and Walter Reed Army Medical Center during Operation Desert Storm. Honorably discharged as an E-5/Sergeant.