Quinten Womack, Cfa Email & Phone Number

Chattanooga, Tennessee Area

• Credit analyst responsible for covering banks, insurers, asset managers, and aircraft lessors. Formerly responsible for REITs and transportation companies.• Build financial models and draft reports detailing companies' financial condition and suitability for investment.• Provide relative value assessments of bonds within coverage to PMs, primarily focused on new issues.• Support private asset colleagues and insurance underwriting teams on an ad hoc basis.• Assist with monitoring UK portfolio.Associate Investment Officer June 2021 - May 2023Senior Investment Analyst Aug. 2018 - June 2021

Houston, Texas Area

• Provided fundamental financial, economic, and market analyses for potential, current portfolio holdings.• Monitored, investigated, and analyzed market and economic data and developments to identify risks, opportunities.• Investment committee member with impact on portfolio management, equity selection, fixed income strategy.• Wrote economic and market commentaries and articles for external distribution; edited peers’ written product.• Primary bond and equity trader responsible for timely, effective trade execution within client accounts.• Supported firm-wide initiatives in SEC compliance, IT improvements, and work-environment enhancing projects.

Houston, Texas Area

• Assessed credit risk of current and prospective borrowers and viability of borrowers’ loan requests.• Drafted loan packages detailing borrowers’ operations and financial capacity, the loan’s purpose and terms.• Analyzed loans for commercial real estate projects, home construction, equipment, and commercial lines of credit.

Houston, Texas Area

• Researched equities, primarily in energy and industrials sectors, in support of firm’s growth equity strategy• Built financial models in Excel facilitating equity valuation, stress testing, and scenario analysis• Pitched recommendation to investment committee, which led to firm investing in subject company

Bachelor Of Business Administration (Bba), Accounting

Master Of Science (M.S.), Finance