Nathan Lloyd Email & Phone Number

Milwaukee, WI, US

Milwaukee, Wisconsin, United States

* Cover HY Companies and Leveraged Loans in the Consumer Products and Technology Sectors

Charlotte, North Carolina, United States

• Made investment recommendations to Investment Committee via preparation of an underwriting memo that includes company, industry, and capital structure analysis, cash flow projections, and the identification of key.
• Maintained existing electronic credit files.
• Supported Senior Research team as needed.

Carmel, Indiana, United States

• Resolved complex financial situations assigned by supervisor through use of extensive research protocols including internal databases and guidance of tenured colleagues resulting in improved managerial advisement.
• Coached colleagues employed to complete unexecuted trade reports by reviewing resource aides, discussed common reasons for report kicks, and applied knowledge through example cases, resulting in faster completion of.
• Demonstrated role proficiency through continuous attention to detail, comprehension of internal procedures, and low reported error rate of financial transactions resulting in selection as a “Kick Associate” -- special.

Kansas City, Missouri, United States

• Cultivated relationships with important agency partners resulting in a premium booking increase of $1 million dollars for a client.
• Reviewed insurance application submissions and created marketing strategies for risk placement resulting in obtainment of crucial coverage for clients.

Master Of Business Administration, Applied Security Analysis

Bachelor Of Science - Bs, Finance & Insurance And Risk Management