Sean Ketcherside, Cfa Email & Phone Number

Louisville, Ky, Us

Louisville, Kentucky, United States

Louisville, Kentucky, United States

Greater St. Louis Area

• Energy and Utilities sector analyst for a buy side long only institutional investment manager• Covered small, mid, and micro cap stocks providing recommendations to 9 Portfolio Managers on 12 product strategies spanning Deep Value, Value, Core, and Growth. • Sector specialist providing micro and macro analysis. • Responsible for company specific research, analysis, valuation, and buy/sell recommendations. • Research included on site due diligence and management discussions, not solely reading and analyzing reports and documents. • Assisted in training interns in various aspects of investing.

• Energy and Utilities sector analyst for a mutual fund and institutional investing group with over $26 bn in assets under management. • Covered large, mid, and small cap ranges focused on Core. • Served as the sector specialist and provided analysis, valuations, and recommendations to the 2 domestic portfolio teams and the global portfolio team. • Funds that I worked with have won two Lipper awards. • Part of the UMB oil, gas, and minerals committee and UMB closely held committee that analyzed and valued private companies and oil and gas interests that were held in personal trusts within UMB from 2008 to 2011. • Member of the Scout Investments best places to work committee 2011-2013.

Kansas City, Missouri Area

Corporate Trainee, Management Rotation Program• Leadership development program that involved rotations in different business lines along with corporate development training. • Participated in round table discussions on current economic events, management training, and self realization training. • Wrote a white paper on retaining and recruiting high level talent and a white paper on the proxy solicitation market.Investment Analyst Rotation September, 2007-June, 2008• Assisted the Director of Research on special projects, analyzed closely held companies for personal trusts, and started covering the Energy sector in January 2008. • Much of this time was spent learning the Energy sector and how to analyze companies.Credit Analyst Rotation January, 2007- September, 2007• Analyzed financial statements to determine financial standing of a company and prepared documents that assisted in the decision whether or not loans or foreign exchange lines of credit should be made to that company. • Prepared loan reports that were used in board meetings detailing all loans that were made in the previous month.

• Handled all aspects of finances for three small businesses. • Improved cash conversion cycle and net income through cost efficiency, debt management, and receivables maintenance. • Analyzed the Company's financials for trends and made operational recommendations based on that analysis. • Assisted in decisions regarding capital investment and purchasing of fixed assets.

Bachelor Of Arts, Interdisciplinary Studies - Math, Chem, Comm

Mba, Finance And Entrepreneurship