Sam Paganelli, CFA®, CFP®

Financial Advisor at Rather & Kittrell
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Contact Information
us****@****om
(386) 825-5501
Location
Maryville, Tennessee, United States, US

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Credentials

  • Chartered Financial Analyst Charterholder
    CFA Institute
    May, 2021
    - Nov, 2024
  • Moody’s Advanced Corporate Credit Analysis
    Moody's Analytics
    Jul, 2020
    - Nov, 2024
  • Moody's Fundamentals of Corporate Credit
    Moody's Analytics
    Mar, 2019
    - Nov, 2024

Experience

  • Rather & Kittrell
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Jun 2021 - Present

  • Tennessee Valley Authority
    • United States
    • Utilities
    • 700 & Above Employee
    • Corporate Credit Analyst
      • Jun 2018 - Jun 2021

      Responsibilities include: • Analyzing company financial statements to prevent financial risk to TVA• Leading challenging conversations with non-creditworthy companies• Receiving and managing numerous forms of collateral• Conducting annual reviews of companies in TVA's Valley Incentive Program

    • Corporate Credit Analyst (Intern)
      • May 2016 - Jul 2018

  • University of Tennessee, Knoxville
    • United States
    • Higher Education
    • 700 & Above Employee
    • Portfolio Manager
      • Aug 2017 - May 2018

      • Selected for a student fund of six members to manage an equity portfolio on behalf of TVA • Researched and pitched buy/sell opportunities to portfolio managers • Designed and presented an investment review to TVA’s executives • Selected for a student fund of six members to manage an equity portfolio on behalf of TVA • Researched and pitched buy/sell opportunities to portfolio managers • Designed and presented an investment review to TVA’s executives

  • Holiday Inn Kensington Forum
    • London, United Kingdom
    • Accounting Intern
      • Mar 2016 - May 2016

Education

  • University of Tennessee, Knoxville
    Accounting
    2014 - 2018

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