Sales Manager

WILLIAM M. STORMS

** ****** ******, ***# **** ? New York, NY 10007 ? Tel: 415-***-**** Email:

************@*****.***

Experienced Financial Professional with 24 years employment in

institutional research, sales, trading, banking and consulting positions.

Has a broad range of analytical skills, investment experience, knowledge of

the markets and of the institutional investor base, acquired working for

Major Wall Street firms in the U.S. and in Japan. Most recent employment

was for Renewable Funding developing energy efficient finance programs

AREAS OF EXPERTISE

. Green Energy Finance

. Relative Value / Risk

. Valuation of Complex Instruments

. Credit Analysis

. Market Analysis

. Investment Strategies

. Portfolio Management

. Hedging

. Data Analysis

. Sales, Marketing

. Investor Relations

. Accounting

. Speaking / Writing

ACCOMPLISHMENT PROFILE

. VP Finance responsible for developing and arranging financing for

national energy efficiency program

. Worked on residential and commercial programs

. Responsible for relationships with finance providers on Wall St. with

whom I have long standing relationships

. Goal was to develop viable, low cost sustainable finance programs for

residential and commercial entities looking to retrofit buildings with

renewable energy improvements

. Worked with various government entities including DOE, FHA, EPC,

others

. Analyzed default propensity of performance data to develop

underwriting criteria

. Arranged financing from major Wall Street providers to be used to fund

programs

. Participated in the design and implementation of the PACE program

. Experienced in all aspects of structured finance that would link draw

cheap institutional funds into the renewable energy program

EMPLOYMENT HISTORY

VP Finance Renewable Funding, Oakland, CA 1Q2010 - Present

Founding Member Mortgage Renaissance REIT, NY,NY 2Q 2009 - 1Q 2010

Portfolio Manager McMorgan and Company, SF, CA 3Q 2007 - 4Q

2007

Portfolio Manager Vectors Research Management, NY, NY 2004 - June

07

Consultant Andrew Davidson & Co. Inc, NY, NY 1996 - 2004

VP, Institutional Sales Nomura Securities, NY, NY 1994 -

1996

VP, Institutional Sales Merrill Lynch Institutional Sales, SF, CA

1992 - 1994

VP, Mortgage Trading Merrill Lynch Tokyo, Tokyo, Japan 1990 - 1992

VP, Mortgage Trading Merrill Lynch Capital Markets, NY, NY 1988 - 1990

Asst. VP, Mortgage Research Merrill Lynch Mortgage Research, LA, CA

1986 - 1988

Analyst, Mortgage Research Merrill Lynch Capital Markets, NY,

NY 1985 - 1986

EDUCATION

MA, BS Degrees: Business Economics University of

South Carolina

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