R. Amory Thorndike, Cfa work email
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R. Amory Thorndike, Cfa personal email
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Experienced Operator/Investor with a demonstrated history of working in the public and private equity industry.
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PresidentNovella Infusion Jan 2020 - Presenthttp://novellainfusion.com/ -
PrincipalOcean Trail Partners Feb 2017 - Dec 2019Greater Boston AreaOCEAN TRAIL PARTNERS is a private investment firm formed to identify, acquire, and operate an existing private company. We offer business owners an attractive succession opportunity, with the comfort of knowing that the business is in the capable hands of a motivated team that will continue to build on the previous owner's accomplishments.We are primarily focused on the company's characteristics, though industry considerations are also important. We are seeking a company with a history of profitability, future growth potential, and stable, recurring revenues as opposed to one off or project based revenues. Visit us at oceantrailpartners.com
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Business Development ManagerVector Disease Control International Apr 2015 - Feb 2017Shrewsbury, Ma• Supported mosquito and tick control sales efforts in Massachusetts, closing 7 municipal contracts in 2016 • Increased company’s marketing presence through social media posting and search engine optimization projects, assisted CEOs in writing monthly investor updates, modeled in support of the annual budgeting process, helped develop a contract pricing model, modeled acquisition opportunities, and spearheaded other general strategy and integration projects as requested from the CEOs• Led the initial search for the acquisition team, growing aquatic acquisition pipeline list from 50 to over 500 and was a part of 4 closed acquisitions -
Credit Research AssociateLoomis, Sayles & Company Apr 2012 - Mar 2015Greater Boston Area• Support two senior analysts covering the utility sector. Write timely credit updates and investment recommendations for investment grade and high yield utility companies. Present utility sector updates to investment grade and high yield portfolio managers on a quarterly basis• Discuss new issue pricing and credit views daily with portfolio managers. Confidently present credit views and valuation opinions of senior analysts’ companies when they are not present• Research and write initiations and quarterly updates, as well as credit opinions and pricing commentary on 1st and 2nd lien bank loan credits• Awarded bank loan inventory consisting of 12 private companies from multiple sectors—including fitness centers, sports equipment, laundry operators, and marine products—after demonstrable success assisting in the coverage of senior analysts’ bank loan inventory• Created a comparison sheet allowing for hundreds of companies to be compared and updated on a quarterly basis in minutes -
Research AssociateAureus Asset Management Jun 2008 - Mar 2012• Screen for attractive companies, analyze and write research reports to pitch stock ideas to Portfolio Managers• Create, maintain, and update valuation and financial statement models• Trader for equity accounts; allocating, account rebalancing, and harvesting gains and losses -
Research InternHousatonic Partners Mar 2005 - Feb 2007• Researched companies in the Communications industry through online databases and analyzed results of research with similar companies owned by Housatonic Partners
R. Amory Thorndike, Cfa Skills
R. Amory Thorndike, Cfa Education Details
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Needham High School
Frequently Asked Questions about R. Amory Thorndike, Cfa
What company does R. Amory Thorndike, Cfa work for?
R. Amory Thorndike, Cfa works for Novella Infusion
What is R. Amory Thorndike, Cfa's role at the current company?
R. Amory Thorndike, Cfa's current role is President of Novella Infusion.
What is R. Amory Thorndike, Cfa's email address?
R. Amory Thorndike, Cfa's email address is ra****@****ail.com
What schools did R. Amory Thorndike, Cfa attend?
R. Amory Thorndike, Cfa attended Questrom School Of Business, Boston University, Needham High School.
What skills is R. Amory Thorndike, Cfa known for?
R. Amory Thorndike, Cfa has skills like Financial Modeling, Equity Valuation, Trading, Investments, Research, Valuation, Portfolio Management, Securities, Analysis, Equity Research, Excel, Equities.
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