Andrey Niantchev, Cfa, Cfp® Email & Phone Number

Tampa/St. Petersburg, Florida Area

Riverview, Florida

Tampa/St. Petersburg, Florida Area

601 Bayshore Boulevard, Suite 960, Tampa, Fl 33606

• Primary focus on financial planning and dividend equities• Responsible for growth and management of over 300 accounts• Heavily engaged with clients on weekends and outside of business hours• Deep familiarity with investment products within the bank channel• Serves as the asset allocation expert, investment strategist, and main point of contact for a select group of high net worth clients

• Chaired the firm’s Investment Committee• Promoted to special consultant to the Asset/Liability Committee of the Bank of Tampa• Doubled combined fixed income holdings to over $300 million over five years• Increased Bank income by designing and implementing an auction rate high-yield muni program for the Bank’s portfolio by correctly identifying fixed rate cap ARS that did not fail • Produced in-house credit research on municipals• Oversaw credit research and managed credit risk at the firm level and averted downgrades• Monitored post purchase market prices, managed the flow of price challenges with vendors (IDC, JJK)• Performed pre-purchase surveillance of recent trades, trade patterns, and fair market value curves• Specialized in the following muni sectors: COPS, housing, schools/lease revs, sales tax revs, utility/essentials, transportation, appropriation backed, moral obligations, high yield• Managed funding, interest rate risk, bond portfolio (MBS, CMO, SBA, Muni, Corporate-Industrials, Corporate-Financials, Agencies, Preferred Stock) for The Bank of Tampa• Assumed oversight of asset allocation program, improved performance by over 10% in 2012

• Managed the bank’s interest rate risk by utilizing the Farin Foresight model• Served on the bank’s Asset/Liabilities Committee• Drafted and updated the Bank’s Investment Policy (IPS) and AL Policy and ensured regulatory compliance• Provided balance sheet management with monthly reports to the Board of Directors• Performed scenario analysis and dynamic environment forecasting through income simulation and economic value of equity modeling• Identified ROE improvement opportunities of 5% annually by modeling swaps• Familiarity with SFAS-133: Derivatives Accounting• Oversaw the bank’s portfolio of securities• Set the bank’s deposit rate strategy, transfer pricing, managed wholesale funding including Jumbo CDs• Performed shock, horizon, and option-adjusted spread portfolio analysis• Performed a deposit study to assess optionality of non-maturity deposits• Performed a back testing of the Farin Foresight model and validated its accuracy• Worked with FDIC examiners to defend the Bank’s policies and procedures

• Supported a $200 million practice with over $2 million in production• Reported directly to the top producer for the mid-Florida complex• Gained deep familiarity of plan rollovers and resulting asset allocation

• Mutual fund research: calculated mutual fund fees (12b-1), loads, and production rates• Created seminar materials

Master, Business Administration

Activities and Societies: Graduate Assistant 1998-2000

Bs, Finance

Master Of Business Administration - Mba, Finance, General