David Crabtree Email & Phone Number

Ellicott City, Md, Us

Buffalo, New York, Us

I Evaluate and determine the credit risks of largest, most complex and/or specialized commercial clients through detailed financial statement analysis, industry assessment, collateral valuation, cash flow analysis and the ability to repay annual debt service.

New York, Ny, Us

I evaluate new investments in the Primary and Secondary Markets performing thorough analysis of the Borrowers’ business, industry drivers, inherent credit risks, and valuation/recovery prospects. Formulate a clear and concise credit view in order to persuasively communicate recommendations to the Investment Committee both verbally and in writing. Assigned sectors are investment grade issuers in the commodities, basic industries and general industrials sectors for the Liquid Credit Strategies team with assets under management in excess of $100 billion.

Des Moines, Iowa, Us

Provide analysis and investment recommendations in responsible industry sectors as a senior member of a portfolio management team for a $12 billion corporate bond portfolio incorporating both investment-grade and high-yield securities as well as private placement transactions. Industry analyst responsible primarily for Energy (Integrated, Independent, Refining, Drillers, Services, Pipelines) and Metals & Mining companies in the US, Europe and Australia. Additional responsibilities include underwriting private placement transactions, thereby adding incremental yield to the portfolio. Deliver out-performance vs. pricing benchmarks for new business portfolios.

Olney, Md, Us

• Direct portfolio strategy and investment plan implementation for individual, foundation and trustee clients. • Conduct market and company research to identify investment opportunities trust department.

Wilmington, De, Us

Senior member of corporate bond research analyst team that covers over 330+ investment grade and high yield issuers.Perform rigorous credit, investment and financial research and analysis of corporate bond issuers and sectors. Expertise and experience covering Industrial sectors including Energy, Consumer Cyclicals, Basic industries, Capital Goods, Communication / TMT, (and the corporate issuers therein). Proactively formulate relative value investment recommendations on the companies in my coverage universe and provide daily written and verbal communication of my analysis and recommendations to portfolio managers.Maintain credit files in accordance with SEC rule 2a-7of the ICA of 1940.

Performed credit analysis of middle market companies and organizations for the purpose of determining credit-worthiness.Wrote and distributed credit memos that communicated my analysis and recommendation regarding the creditworthiness of the prospective borrower to internal credit underwriters.

Worked with senior analyst to initiate firm’s coverage of insurance industry.Performed financial analysis and modeling of publicly traded companies in multiple industries.Assisted senior analysts in preparation of equity research reports.

Master Of Business Administration (Mba), Finance, General

Bachelor Of Science (Bs), Business Administration And Management