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• Established communication streams with various ETP product partners throughout the ETP Industry • Represented Stifel as the contact for various ETP product partner inquiries

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 earnings and demonstrate its acquisition potential while presenting findings in a 20–minute pitch to senior managers. • 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