Financial Analyst Assisted Living

BRIAN A. GRAY, CFA

*****.*****@*****.*** - 910-***-****

EXPERIENCE

Independent Building Contractor

****- *******

-Worked as a contractor for residential finish work in 500 houses.

-Renovated over fifty houses for investors.

-Completed over a dozen schools and assisted living facilities. Mostly interior finish work.

-Renovated Oceanic restaurant and other properties for Carolina Ale House chain, and various other restaurants in Chapel Hill like Top O The Hill, Sup Dogs, Weinman's Bagels and Veggie Kitchen.

Senior Trust Analyst, Trust Finance

Southern Company, Atlanta, GA

1994 - 2000

-Worked on a team responsible for growing a $2.9B pension fund into $6.6B.

-Solely responsible for domestic and international equities representing approximately 60% of all assets.

-Made investment recommendations to a committee of holding company CFO’s for all aspects of management and investment of funds.

-Frequent public speaker at pension and investment industry conferences.

-Redesigned performance tracking system for pension fund and benchmarks.

Financial Analyst, Strategic Financial Planning

Southern Company

1993-1994

-Formulated long range 25 year financial projections necessary in the utility industry to forecast large future capital expenditures such as construction of power plants.

-Interfaced between RS6000 and windows systems to facilitate operation of utilities planning model.

EDUCATION

MBA, Finance, Emory University, Goizueta Business School

1992

-Emory Merit Fellowship recipient.

BSBA, Finance/Marketing, University of North Carolina at Chapel Hill

1990

OTHER INFO

-CFA, Chartered Financial Analyst, 2000

-MS Word, Excel, Powerpoint, PORTIA

-FAA Licensed Private Pilot

-Sailboat Captain

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