Experience

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  The Patten Group (TPG)

  • Chattanooga, Tennessee, United States

  • Research Director and Portfolio Manager

    • Feb 2018 - Present
    • Chattanooga, Tennessee, United States

    Lead a group of Research Analysts in the selection and monitoring of over 400 individual equity positions. We research and monitor macro trends that are shaping investment and returns. Use this research to build durable client portfolios. I also develop research procedures to ensure proper monitoring of securities that make up client portfolios. Work with ownership to develop strategies to scale the company.

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  EnerG3

  • Chattanooga, Tennessee, United States

  • Vice President of Financial Solutions

    • Aug 2016 - Feb 2018
    • Chattanooga, Tennessee, United States

    An Energy Efficiency company specializing in developing solutions for businesses to reduce energy consumption.● Develop and maintain financial models used to evaluate complex energy projects including Combined Heat and Power (CHP), Solar and Biogas Digesters.● Use the financial projections of projects to develop financing options and for customers.● Provide Feedback to Ownership regarding budget and sales projections. Develop strategic plan to achieve those projections.

• 

  Unum

  • Chattanooga, Tennessee Area

  • Investment Officer

    • Sep 2012 - May 2016
    • Chattanooga, Tennessee Area

    • Research Analyst covering the energy sector for both the High Yield and Investment Grade portfolios, $2.55 bn of assets in total.• Evaluate credit profiles of energy companies; advise as to the suitability of the investments within Unum’s portfolios.• Monitor credit profiles of existing holdings within the portfolio. This includes developing detailed financial models to forecast companies’ returns and metrics in various commodity price environments.• Develop tools and models that allow the Energy Portfolio to be stressed under different assumptions in a quick and effective manner.• Continually communicate with the Portfolio Managers and Senior Leaders within the company regarding market moving information in the energy sector and relate that information to the Unum Energy Portfolio.

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  Aflac

  • Investment Analyst

    • Nov 2009 - Sep 2012

    • Lead Analyst for Energy (Including Pipelines), Basic Materials, Railroads and Toll Roads. Back up Analyst for Utilities. Investments were in Dollar and Yen and in both developed and emerging markets.• Lead due diligence and documentation of multiple Yen private placement debt investments. These investments are long dated, illiquid and typically ¥10 billion or more.• Analyze new and existing Dollar public debt securities for the Dollar portfolios. • Conduct analysis on Dollar private placement debt securities for the US portfolios. These are usuallysmall, private companies with a need for Dollar funding. Analysis is performed primarily utilizing Information Memorandums, presentations and conversations with management due to the lack of publicly available information.• Complete analysis of project finance debt deals.

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  UGAA

  • Graduate Assistant

    • 2007 - 2009

    Completed a risk assessment of the Athletic Department and lead the due diligence process to select an insurance broker.

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  Aflac

  • Investments Intern

    • Jun 2008 - Aug 2008

    • Led a private placement due diligence investigation. Placement proceeds were to be used for infrastructure improvements in an African nation. Analyzed financial statements/credit reports of the issuer as well as current local market conditions to determine the credit worthiness of this issuance. The due diligence concerns were developed and forwarded directly to the issuing party via the investment bank handling the placement.• Negotiated Bond Offering Memorandum language to maximize the assurance that the bond would be repaid while not limit the issuing party from achieving their goals. This including development of Negative Pledges, Affirmative Pledges, Put Options and procedures that would ensure proper maintenance of these projects.• Modeled Credit Rating changes over 1, 3, and 5 years. Used historic Moody’s data to create a model to evaluate fixed income portfolio investments relative to credit ratings. Model also predicted “worst case” scenario to maintain desired risk.

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  FM Global

  • Senior Loss Prevention Consultant

    • Jun 2002 - Aug 2007

    Evaluated, identified and mitigated potential damage to client assets and business operations. Researched exposures common to each client’s industry, quantified site-specific risks and submitted corrective recommendations to client decision makers, including owners and executive officers, plant/property/risk managers, maintenance personnel and contractors.• Evaluated over $10 billion of potential risk associated with both client assets/properties and profit generating operations within highly complex operating environments and catastrophe prone geographical locations. Typical assets included office buildings, warehouses and manufacturing facilities (e.g. pharmaceuticals, electronics, metals processing, food processing). Developed and secured client commitments to cost effective engineering solutions to mitigate exposures and reduce future risk.• Developed models to quantify exposures to businesses and weigh these risks against the cost of mitigation.• Acted as senior on-site engineering representative for rebuilding of Atlanta Motor Speedway after extensive tornado damage in June 2005. Quick response with timely yet comprehensive recovery and rebuild recommendations was necessary to avoid cancellation of the highly profitable October NASCAR race. Coordinated with client, contractors and claims department and completed rebuild of track, suites and luxury boxes a week before the October due date. Represented the client and the insurer throughout rebuild to ensure that quality of new construction would meet and exceed the client’s needs, expectations and accelerated risk profile despite the accelerated timetable.• Assumed increasingly senior level responsibilities for projects in the US and internationally (five locations in the Dominican Republic, seven locations in China).