Ryan Arends, Cfa Email & Phone Number

Tampa, FL, US

Tampa/St. Petersburg, Florida Area

• Serve as a key advisor to private equity clients and investment funds, focusing on the delivery of value-added quality of earnings reports.
• Manage multiple buy-side and sell-side transaction advisory engagements simultaneously.
• Work closely with the Managing Director to help build relationships with clients.
• Work across various industries, including but not limited to: manufacturing, industrials, distribution, logistics, technology, construction, healthcare, and business services.
• Perform specialized consulting engagements such as financial modeling for a private equity group and contract revenue review for a platform company.

Greater Atlanta Area

• Analyzed the collateral underlying asset-based loans for banks, lenders, and investment funds.
• Participated in on-site due diligence engagements for clients.
• Authored field examination reports to convey final results and recommendations.
• Communicated key and significant findings regarding collateral evaluation to clients.
• Assist in the training and development of new employees, including the development of training materials.
• Support LCG's additional lines of business, including: Quality of Earnings, and Specialty Finance.

Tampa/St. Petersburg, Florida Area

Tampa/St. Petersburg, Florida Area

• Analyzed loan structure, collateral securing the loan, and guarantor’s financial condition.
• Conducted credit analysis through accrued interest calculations and discounted cash flow projections to determine capacity to repay the original or re-structured loan.
• Reviewed loan documents and assist in the workout process to determine an optimal workout strategy in order to maximize loan NPV.
• Processed funding requests and conduct equity analyses to determine the feasibility of protective advances.
• Worked daily to assist Asset Managers with instructions concerning the posting of monies received on delinquent loans.
• Produced reports and make presentations.

Tampa/St. Petersburg, Florida Area

• Monitored over $3 billion in Sub-Prime and Alt-A Mortgage Backed Securities in a deadline driven environment.
• Recovered more than $5 million for external clients and investors through actual cash returns.
• Provided monthly reporting on bond performance to investment banks with regard to loan performance and industry trends.
• Actively worked to reduce loss severities and improve security performance by resolving reporting and servicing issues.
• Implemented and administered industry related training classes for other analysts.
• Subject matter expert in Mortgage Insurance and serve as the direct contact between CFIS and the insurance companies.

Tampa/St. Petersburg, Florida Area

Tampa/St. Petersburg, Florida Area

• Prospected for clients on a referral basis within clearly defined markets.
• Built and maintained relationships with clients.
• Listened emphatically, gathered facts, analyzed total needs and made responsible recommendations.
• Serviced prospects and clients with up-to-date information on their financial statements.
• Obtained Florida 2-15 Life, Health, and Variable Annuity Insurance License

Fort Myers, Florida Area

• Composed quarterly reports and updated balance sheets for clients.
• Researched and developed projects for the financial advisors.
• Gained investment knowledge working with Morningstar Investment Research.
• Obtained professional financial experience.