Financial Analyst Life Insurance

Eric Schnur, CFA

Bridgewater, NJ 908-***-****

******.****@*****.*** www.linkedin.com/in/ericschnur

PROFILE

Senior Financial Analyst offering 20+ years in credit analysis, private equity, leveraged finance, securities, and business valuation. Conducted thorough research across various industries to ensure the best, most data-driven investment decisions. Career foundation in Big Four Financial Consulting, specializing in audit and tax, and honing fundamental skills in financial analysis. Highly qualified Chartered Financial Analyst (CFA) holding MBA, Taxation and MS, Accounting degrees.

nCredit Analysis

nPrivate Equity

nInvestment Research

nLeveraged Finance

nInvestment Banking

nInvestment Advisory

nAlternative Investments

nAsset Management

nPortfolio Management

nInvestment & Business Valuation

nEquity Research & Valuation

EXPERIENCE

MassMutual Bridgewater, NJ

Financial Advisor (2017 to 2018) Solicited life insurance, disability insurance, long term care insurance, annuity products and retirement income planning to retail customers and businesses.

Intravest, Inc. Springfield, NJ

Financial Advisor (2012 to 2017) Solicited life insurance products to retail customers at this family owned insurance brokerage firm.

nDoubled revenue and number of written policies company-wide within 24 months.

nIncreased sales by developing proprietary database including client information and methodologies for identifying high-potential sales prospects.

Huff Alternative Fund, LP ($1B private equity fund) Morristown, NJ

Principal – Private Equity (2010 to 2012): Served as Executive VP and Acting CFO of Lisy Corp., a wholly-owned spice manufacturer based in Miami, FL, and executed a dramatic turnaround of a struggling company. Established new processes and procedures to lay firm foundation for future growth.

nIncreased revenue growth by devising new cost accounting system reallocating production and distribution costs while facilitating new product pricing strategies.

nEliminated waste in sales organization by implementing strict cost controls.

nAcquired buy-in from key sponsor to provide $2 million equity cash infusion; coordinated merger of back office and sales operations with profitable sister company to stabilize cost structure.

nRemoved high costs in warehousing, transportation, and personnel after transforming key markets from direct-to-store delivery to independent distributor model.

Eric Schnur, CFA

Bridgewater, NJ 908-***-****

******.****@*****.*** www.linkedin.com/in/ericschnur

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Huff Energy Fund, LP Morristown, NJ

Principal (2006 to 2012): Led placement of $400 million in committed capital for $500 million private equity fund dedicated to energy investments. Conducted due diligence on onshore and offshore exploration and production companies. Optimized performance by expanding proprietary database of transaction valuation data.

nEngaged SMEs in geology, geophysics, and petroleum development and extraction.

nAnalyzed reserve reports, AFEs, drilling agreements, and leases.

nAttended industry events including IPAA Oil & Gas Investment Symposium, COGA, and NAPE.

nDesignated as key member of Board of Directors for portfolio companies based in Houston and Calgary.

W.R. Huff Asset Management Morristown, NJ

Co-Director, High Yield Research (2000 to 2006): Managed institutional high-yield bond portfolio worth over $15 billion. Functioned as key point of communication between analysts, portfolio managers, and traders. Reviewed and analyzed research reports and held direct oversight of 20+ accounting and financial analysts.

nParticipated in issuance of high yield bonds to finance more than 200 companies.

nGuaranteed high levels of competence and appropriate certification of staff by teaching in-depth seminars in accounting, financial statement analysis, and CFA test preparation.

nStructured partnerships at leading business schools to recruit top-level analyst candidates.

W.R. Huff Asset Management Morristown, NJ

Research Analyst – Investment Research (1993 to 2000): Offered buy and sell recommendations on high-yield bonds, public equities, and bank loans within institutional portfolio worth over $15 billion. Coverage lists of approximately 30 companies spanned energy, chemicals, paper, food manufacturing, broadcasting and media. Through identifying market and industry trends, competitive positioning, and economic factors, reviewed company filings and communicated regularly with competitors, suppliers, customers, regulators, and senior-level management to analyze creditworthiness of key issuers.

nPromoted investment strategy through development of detailed and comprehensive research reports.

nEarned expert reputation in financial modeling, valuation, and due diligence.

Coopers & Lybrand New York, NY

Senior Associate (1988 to 1993) Performed audit and forensic accounting services as an Audit Associate for clients in the financial services industry (mutual funds, banks, leasing companies). Was later promoted to prepare tax returns and related filings for high net worth individuals and senior partners of the firm. Researched and documented complex income / estate tax issues. Also oversaw associate staff members and represented clients to IRS personnel and audits.

Eric Schnur, CFA

Bridgewater, NJ 908-***-****

******.****@*****.*** www.linkedin.com/in/ericschnur

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EDUCATION

Master of Business Administration (M.B.A.), Taxation, New York University - Stern School of Business

Master of Science (M.S.), Accounting, New York University - Stern School of Business

Bachelor of Arts (B.A.)(cum laude), Economics, Brandeis University

CERTIFICATIONS

Chartered Financial Analyst (CFA)

Certified Public Accountant (CPA, retired)

NJ Insurance Producer – Life and Health

Passed FINRA Series 7 securities exam

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