Experience

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  Lehman brothers

  May 2007 - Aug 2007

  Investment management summer analyst
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  Raymond james financial inc.

  Jun 2008 - Jan 2017

  Rotated through three different areas within the firm including Alternative Investments, Raymond James Bank, and Equity Research in order to gain exposure to different business units Equity Research - Exploration and Production: Wrote Company Notes and Earnings Reports, updated and improved existing company models, and wrote VBA code to improve efficiency in industry databases Raymond James Bank: Reviewed existing Real Estate, Energy, and Telecommunication credits for the Bank's $8 billion loan portfolio; improved the internal rating and tracking system used to evaluate shared national credits Alternative Investments: Built and maintained databases, utilizing VBA code and Bloomberg, to track existing structured product offerings and evaluate new structures; assisted in the development and maintenance of the firm's comprehensive Alternative Investments/Wealth Solutions database Show less

  • Alternative Investments Associate

    Jun 2009 - Jan 2017

  • OPTIONS Program Project Analyst

    Jun 2008 - Jun 2009
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  Alex. brown, a division of raymond james

  Jan 2017 - now

  Vice president, private institutional client group