Senior institutional debt private placement investor with corporate credit origination, portfolio risk management, and audit/regulatory expertise. Perspective as a buy-side investor, sell-side corporate finance relationship manager, credit risk underwriter, and regulatory examiner. Recognized consistently for high energy and enthusiasm, strong intellectual curiosity, mature credit judgment, a solid grasp of structural and legal details, and teamwork. CEO and CFO contact level experience and maturity. Senior investment and lending expertise across institutional investment grade, high yield, and emerging markets and a wide range of industry sectors. Debt private placement expertise in origination, credit analysis, portfolio management, relative value, portfolio pricing, and distressed credits. Analytical modeling incorporates institutional debt, equity investor, and banker viewpoints. Recent bank credit review role enhanced energy, infrastructure, and natural resources industry knowledge, portfolio risk management expertise, and credit review skills. Passed Level II of the CFA Exam.
Listed skills include Private Placements, Credit Analysis, Credit Risk, Portfolio Management, and 15 others.