Colin Brooks Email & Phone Number

Atlanta, Georgia, United States

Naples, Florida Area

● Utilize financial data analysis models and techniques to underwrite commercial loan packages averaging over $2 million for investment real estate, land development, and commercial & industrial (C&I) clients.● Analyze large sets of financial data, including consolidated reports, business and individual tax returns, credit reports, and personal financial statements to inform credit decisions and maintain portfolio health.● Conduct ongoing portfolio analysis and monitoring, including covenant testing, on a $460 million commercial loan portfolio.● Manage the collateral valuation process, including overseeing bidding of appraisal assignments, maintaining relationships with appraisers, and approving invoice payments.

Naples, Florida Area

● Oversaw the daily acquisition of a wide range of fundamental and technical market- and company-specific data for the identification and exploitation of profitable day-trading opportunities.● Developed, updated, and maintained proprietary quantitative trading models on a regular schedule, including models related to earnings, M&A, and sell-side analyst sentiment.● Managed portfolio risk exposure through hedging to achieve consistent market neutrality in trade positioning.

Naples, Florida Area

● Assisted in evaluating the creditworthiness of municipal and corporate entities through financial audit and disclosure assessments.● Collected and organized financial data and metrics for portfolio managers and analysts to evaluate thecreditworthiness of potential investments for a +$10 billion fixed-income portfolio.● Monitored credit ratings from major agencies on a daily basis and provided actionable insights to research and portfolio teams.● Informed firm with trading intelligence and consolidated notices into multi-department committee presentations.● Documented data collection, surveillance, and administrative processes using Excel and CreditScope programs, contributing to the creation of a comprehensive training manual for department interns.● Participated in various data-driven projects, including evaluating the impact of energy price volatility on the firm's credit portfolio.

Naples, Florida Area

● Managed and strengthened broker/client relationships by utilizing an electronic CRM system and scheduling meetings and appointments; led the branch to receive recognition for new assets acquired.● Delivered outstanding customer service by efficiently handling stock deposits, portfolio disbursements, and monthly statement distributions, earning recognition from Branch Manager and Investment Consultants.● Worked with multiple branches and departments to ensure adherence to legal regulations and corporate policy in the administration of accounts.● Developed expertise in opening new accounts and handling account transfers.

Fort Myers, Florida

● Conducted research on real estate transactions in the county and recorded findings in the firm's database.● Created monthly newsletters on the Lee County real estate market, highlighting statistical data and market trends, to keep clients and internal teams informed of significant commercial, residential, and industrial transactions.● Validated transactional data for use by appraisers in court proceedings.

Data Science & Analytics Bootcamp

Full-Stack Software Development Bootcamp

Bachelor Of Science (Bs), Finance

Activities and Societies: Financial Manager's Association, Business & Entrepreneurship Club• Dean’s List, Spring 2014