Evan Lisle
Associate Advisor at MMG Real Estate Advisors- Claim this Profile
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Bio
Experience
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MMG Real Estate Advisors
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United States
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Real Estate
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1 - 100 Employee
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Associate Advisor
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Sep 2023 - Present
Columbus, Ohio, United States
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Janney Montgomery Scott LLC
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United States
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Financial Services
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700 & Above Employee
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Fixed Income Sales
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Jul 2022 - Jun 2023
Atlanta, Georgia, United States Report directly to the Head of Fixed Income Depository Sales. Have daily interactions with Trading, Sales, Operations and IT. Works closely with external clients and Debt Capital Markets responsibilities, including but not limited to: sale of fixed income products in primary market, roadshow meeting arrangements, investor feedback collection, order execution, trade tickets, bond settlement follow-up and other related work.
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Equity Research Associate
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Jan 2019 - Jul 2022
Greater Atlanta Area Report directly to the Director of Research and support senior publishing analysts covering the banking sector, in every aspect of the research process including, but not limited to, industry analysis, financial modeling, data gathering, valuation analysis and written reports. Effectively communicate with management teams both in person and electronically.
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Equity Research Intern
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Aug 2018 - Jan 2019
Greater Atlanta Area Execute back-end production of AM notes and FIG Portal comments, Blue Matrix estimate posting, internal FIG estimate tracking and maintenance, email reports to company management, contribute to ongoing analyst projects including company earnings models and reports, execute SEC filing research as directed for dedicated research projects, pay close attention to company news and SEC filings across large list of public tickers both under FIG coverage and within the Bank sector, initial arrangement… Show more Execute back-end production of AM notes and FIG Portal comments, Blue Matrix estimate posting, internal FIG estimate tracking and maintenance, email reports to company management, contribute to ongoing analyst projects including company earnings models and reports, execute SEC filing research as directed for dedicated research projects, pay close attention to company news and SEC filings across large list of public tickers both under FIG coverage and within the Bank sector, initial arrangement of regulatory analytics in several files as FDIC data is filed, and initial creation of new Emerging Ideas reports to accelerate report process with the analysts Show less
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Education
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Duke University
Master of Management Studies, Business -
The Ohio State University
Bachelor's degree, Consumer Financial Services