Bio
Experience
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Vice President of Trading - Senior Investment Analyst
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Feb 2017 - Sep 2018
Conducted in-depth sector and company specific analysis across the Fixed Income and Equity sectors. Presented and delivered research and actionable trade recommendations to drive revenue growth in Structured Credit and Equity investments.Executed Equity and Fixed Income trades using best execution practices to achieve optimal execution on behalf of Black Swift's Clients and Funds.Examined underlying loans within portfolios to determine net asset values, portfolio quality, market value coverage, sector exposure, and loan terms. Assisted traders by using analytical, technical and market based color to determine valuations for Collateralized Loan Obligations (CLOs).Spearheaded effort to design and develop Black Swift’s initial Portfolio Management System, which monitored and tracked over 100 client portfolios on an intraday and monthly basis, providing Portfolio Managers with real-time data on client portfolios and Black Swift's Funds.
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Parker Personal Care Homes
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Greater Denver Area
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Mentor
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Apr 2015 - Feb 2017
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Greater Denver Area
Supported and mentored mentally and behaviorally disabled adults in a professional work environment.
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Education
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2009 - 2015Georgia College & State University
Bachelor's degree, BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES
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Industry Focus. “Financial Services”
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