Mitchell Mccray, Cima® Email & Phone Number

Chicago, IL, US

• Operate as product level specialist for Nuveen’s full suite of ETFs, Growth SMA models, and Scholars Choice 529 Plan
• Educate wealth managers on college savings space and benefits/nuances of 529 Plans, UTMA/UGMA accounts, and Coverdell ESAs.
• Engage with financial advisors, RIAs, and intuitional buyers to provide education and support on financial markets and above covered financial products
• Partner with Nuveen distribution team Advisor Consultants to promote and develop sales strategies to target broad pools of money in the ETF and Model Portfolio space
• Utilize various data sources: Discovery data, Morningstar Direct, 13F Compilers, and Salesforce daily to identify and prospect for sales targets

Greater St. Louis Area

• Responsible for management of Stifel’s Exchange Traded Product platform including decisions regarding ETP restrictions and on-boarding
• Performed due diligence on various products in the Exchange Traded Product universe through prospectus review, Morningstar Direct research, and various other approaches
• Developed the framework and methodology for Stifel’s Complex Products Policy by performing all research on differing product types within the ETP Universe
• Utilized Microsoft Excel and Morningstar Direct for various job junctions on a daily basis
• Published and created an independently researched ETF Market Update newsletter on relevant ETP topics and distributed it internally throughout the firm
• Performed various ad-hoc due diligence on product categories in order assess suitability on the Stifel ETP Platform

Denver, Colorado

• Worked with both Business Valuation and Compensation Valuation teams to value physician compensation and various healthcare entities including: Urgent Care Centers, Ambulatory Surgical Centers, and Private Practice
• Utilized Microsoft Excel financial models in order to value various entities using the three main valuation approaches
• Drafted and finalized valuation reports for use by Client
• Independently managed client communications to meet deadlines and provide valuation analyses

West Palm Beach, Florida Area

• Performed research on a potential acquisition target and leveraged skills in Word and PowerPoint to create a PowerPoint presentation on the business and its key strategies
• Updated buy-side financial models of potential acquisition targets in order to demonstrate appropriate Enterprise Value and EBITDA multiples
• Drafted investment memorandums of potential acquisition targets by compiling and integrating financial and business market information into PowerPoint presentations

Atlanta, GA

• Supported a four–person team of Equity Research Professionals during the second quarter earnings season, applying knowledge of Excel to enter, update, and maintain spreadsheet data
• Independently executed a final project by screening and selecting an undervalued bank stock (CWBK) with a valuable core deposit base trading at a low PE ratio (12.0x) and developed models in order to project future.
• Created company reports on potential future coverage companies which included: All relevant financials, transaction history, market share, shareholder and stock information, and key management components.
• Participated in the Training the Street program in NYC, a four–day integrative training program focusing on Comparative Analysis math and Excel