William Medley, Cfa Email & Phone Number

New York, US

Marketing and distribution of Fithian’s long-only, global equity strategy.

New York, NY, US

Responsible for distribution of BNY Mellon mutual funds and other investment strategies. My marketing efforts are focused on advisors in the RIA and Private Bank channel.

Charlotte, NC, US

• Managed two-associate team responsible for daily P&L production and commentary for two businesses involved in trading of structured credit products.
• Analyzed valuation of inventory.
• Prepared monthly P&L metrics (Sharpe, Sortino, VAR, Return on VAR, ROE, ROA, standard deviation).
• Presented PowerPoint presentation on collateralized loan obligations to senior management.

• Credit Derivatives Product Control:
• Prepared daily P&L calculation and P&L attribution for business involved in trading of credit default swaps.
• Verified valuations assigned to CDS trades and corporate bonds. Risk Based Capital Reporting:
• Responsible for quarterly reporting of firm’s off-balance sheet commitment and letter of credit disclosures made in Form10-Q.
• Calculated monthly risk-based capital for different businesses.

US

• SEC Reporting:
• Calculated revenue volatility “value at risk” figures disclosed in Form 10-Q.
• Wrote various sections in MD&A section of Form 10-Q, various footnote disclosures in Form 10-Q and helped prepare consolidated financial statements.
• Prepared firm’s press release of earnings on quarterly basis working closely with Investor Relations to ensure all relevant financial data was disclosed
• Participated in preparation of Q&A document prepared for CFO.

• Determined valuation of numerous investments in privately owned companies held in the firm’s long-term investment portfolio, requiring analysis of financial statements, discussions with companies’ managers, and final.
• Joined SEC reporting team when company chose to go public; responsible for preparation of S1 in anticipation of IPO, 10-Q, 10-K, and other SEC filings.