Senior Research Analyst: Investment Grade

• May 2023 - Present

Senior Investment Grade Analyst covering REITs. Responsibilities include fundamental and relative value analysis to determine investment ideas. Senior Investment Grade Analyst covering REITs. Responsibilities include fundamental and relative value analysis to determine investment ideas.

Senior Fixed Income Analyst

• Mar 2020 - May 2023

Investment Grade Corporate Analyst with research coverage including Life Insurance, Property & Casualty Insurance, Brokers, Asset Managers, Exchanges and Finance Companies issuing public debt. Write credit research commentary, which includes relative value thesis, internal credit ratings, financials projections and industry and company specific reports and presentations. Previous coverage included technology, consumer cyclical services, Global REITs, leisure, lodging and gaming companies.

Fixed Income Analyst

• Mar 2017 - Mar 2020

Current research coverage of technology companies issuing public debt. Write credit research commentary, which includes relative value, internal credit ratings, financials projections and industry and company specific reports.Previous coverage consisted of Global REITs both public and private issuers and Telecom and Media

Associate Fixed Income Analyst

• Sep 2015 - Mar 2017

Global REIT Credit Analyst researching both public and private placement debt issuance. Write credit research commentary, which includes internal credit ratings, financials projections and industry and company specific research.

Portfolio Management and Trading Assistant

• Sep 2013 - Sep 2015

Managed portfolio data and communicated between back office and front office teams for internal and client reporting and client presentations.

Portfolio Valuation Analyst

• May 2012 - Sep 2013

Single Family Office focused on managing money across a variety of investments including US equities, emerging and frontier market equities and private equity. Duties included producing monthly and yearly valuations for family holdings along with returns, trading US equities, cash management of both US and foreign currencies at multiple banks and brokers, coordinated trades of foreign equities with overseas brokers. Single Family Office focused on managing money across a variety of investments including US equities, emerging and frontier market equities and private equity. Duties included producing monthly and yearly valuations for family holdings along with returns, trading US equities, cash management of both US and foreign currencies at multiple banks and brokers, coordinated trades of foreign equities with overseas brokers.

Research Analyst

• May 2011 - May 2012

Sell-Side Enterprise and Infrastructure Software equity research analyst. Developed financial models and projections for companies under coverage. Spoke with buy-side investors to discuss models, projections and investment recommendations. Communicated regularly with Senior Executives of companies under coverage and developed investment recommendations. Met one-on-one with Executives at the Noble Financial Equity Conference. Sell-Side Enterprise and Infrastructure Software equity research analyst. Developed financial models and projections for companies under coverage. Spoke with buy-side investors to discuss models, projections and investment recommendations. Communicated regularly with Senior Executives of companies under coverage and developed investment recommendations. Met one-on-one with Executives at the Noble Financial Equity Conference.

Junior Analyst, Intern

• Jan 2011 - May 2011

Customer Service Representative

• May 2006 - May 2011

Responsibilities included loan origination through to closing, analyze tax returns, and verify client credit information. Open new accounts, manage customer risk, retail transactions and basic accounting processing. Responsibilities included loan origination through to closing, analyze tax returns, and verify client credit information. Open new accounts, manage customer risk, retail transactions and basic accounting processing.