Amy Augustine Email & Phone Number

Charlotte, Nc

Founded and operated tween girls retail clothing store.

Charlotte, Nc

•Co-founded institutional derivatives sales team, focused on large banks, GSEs, money managers and hedge funds. •Managed sales relationships with customers and credit approval process for trades.

New York, Ny

•Evaluated and presented private equity investment opportunities for the Communications & Information Fund. •Led external scan of online intellectual property exchanges for large pharmaceutical company. •Created new B2B business plan for Board-appointed e-business research team.

Charlotte, Nc

•Assisted CEOs, Boards of Directors and shareholder groups of middle market corporations with strategic business decisions involving mergers, acquisitions, divestitures, capital restructuring and valuations. •Managed entire engagements shortly after joining company, without prior M&A experience. •Analyzed and sold underperforming company to strategic buyer, thereby containing shareholder losses. •Developed industry database for tracking peer group performance, used as marketing and valuation tool. •Vastly improved professionalism and depth of firm’s offering memorandums and other publications.

New York, Ny

•Managed fixed income sales relationships with major institutional investors. Marketed securities and identified relative value trade opportunities and hedging strategies for portfolio managers. •Expertise in highly analytic fixed income securities, including residential and commercial MBS pass-throughs, CMOs and mortgage derivatives, corporate and government bonds. •Developed new business relationships with institutional clients, to augment assigned account base. •Deepened customer relationships by performing proprietary portfolio analytics and research. •One of few internal research analysts to transition into sales, demonstrating superior communication and people skills.

New York, Ny

•Analyzed, optimized and restructured financial institutions’ investment portfolios using proprietary models and linear programming. Marketed trader positions, conceived customer trade ideas and assessed portfolio management issues. •Simulated the effect of different interest rate scenarios and operating assumptions on the book earnings, market value, credit quality and capital rations of client balance sheets, to optimize asset/liability mix. •Wrote monthly strategy column suggesting portfolio restructurings, which generated higher transaction volume. •Coordinated team of researchers who published major research findings on a new class of security. Article was subsequently republished in the Journal of Fixed Income, a premier academic journal, and distributed worldwide. •Streamlined proprietary models to maximize user effectiveness, by collaborating with application developers.

Master Of Business Administration (M.B.A.), Finance

Bachelor’S Degree, Applied Economics