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Financial Management

Marietta, Georgia, United States
December 29, 2015

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**** ******** **** **** ********, Georgia 30064



Motivated, dynamic, high achiever, with a commitment to excellence, possessing strong analytical, organizational, and leadership skills. Effective communicator and decision maker. Solid academic credentials, career highlighted by major accomplishments and increasing responsibility. Strong background in investments, financial research, financial analysis, and negotiations. Professional Strengths include:

Investing Negotiation Business Development Financial Research and Analysis

Risk Management Valuation and Financial Modelling Bond and Equities Trading Yield Quest LLC, Atlanta, Georgia August 2013 – Present Senior Associate, Investments

Work with Registered Investment Advisors with minimum of $20 million AUM to provide tactical asset allocations for their client portfolios.

Implement bond and alternative asset trades for client portfolios

Work with clients to improve their duration and yield positions.

Provide clients with macroeconomic research and analysis

Research and analysis of Alternative Assets Managers

Educate clients on various financial markets and financial strategies for wealth optimization

Manage and mentor firm’s junior analysts

GLOBAL VANTAGE, LLC, Atlanta, Georgia May 2008 – July 2013 Founding Partner

Established Global Vantage LLC, a mid market mergers and acquisitions and financing consultancy involved in arranging financing for Renewable Energy Projects, sourcing privately held small and mid market companies for mergers and acquisitions, and assisting with the deal negotiation process. Highlights:

Established strong contacts/relationships with a large number of institutional investors and international Funds for purposes of providing capital to renewable energy client companies and for small and mid market M&A transactions.

Successfully secured financing for renewable energy transactions valued at over $318 million.

Analyzed financial statements, financial projections, Business Plans and Executive summaries for a significant number of small and mid market companies seeking growth capital or a sale.

Regularly communicated with C level management of client companies.

Was involved in the successful completion of a number of acquisitions valued at over $150 million.

Developed a strong network of business brokers and small and mid market business owners




ETG, LLC Hedge Fund, New York, New York and Atlanta Georgia January 1996 - April 2008) Senior Associate

Responsible for trading a diversified portfolio of financial stocks, drug stocks, and technology stocks on the NYSE, AMEX and NASDAQ markets. Hedged positions with stock options and conversions to reduce the risk and volatility of trading positions. Highlights:

Performed valuations of companies in financial sector,technology sector, and drug stocks.

Performed rigorous analysis of companies’ cash flow, financial statements, and business model as part of investment evaluation process.

Developed expert knowledge of the financial industry, equities trading and investing.

Employed options, conversions, pairs trading and momentum trading strategies to maximize profits.

Coached and mentored neophyte traders.

Generated over 220% in annual returns from 1999 through 2008. SWISS BANK CORPORATION, Chicago, Illinois January 1995 – December 1995 Assistant Derivatives Trader

Assisted senior foreign currency options traders on the trading floor with the maintenance of all trading activities and the management of information. Monitored and tracked market positions, checked trades for discrepancies, entered trade data and followed the markets. Highlights:

Communicated prices to clients and maintained price matrixes.

Acted as a liaison with portfolio managers, analysts, brokers and various international and domestic branch offices regarding monthly buy/sell reports and commission reports.

Participated in market strategy communications.


Columbia Business School, New York, New York (1994) MBA in Finance

Mississippi State University, Starkville, Mississippi (1992) BS in Economics, Summa Cum Laude

Dean’s List


7 and 63

Expert knowledge of SQL, Bloomberg, Excel, Microsoft Word, Powerpoint

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