Quick Interview: view Salary range: $85,000 to $125,000 Willing to relocate: No Years of related job experience: 10 Highest degree earned: Bachelor of Administration in Finance
We are pleased to introduce this accomplished Financial Professional. As you will see from his background, he has had a successful healthcare investment banking career, driven by the demonstrated ability to secure new clients, providing unique solutions, and creating long-term client relationships. He has refined presentation skills and deep business acumen.
EMPLOYMENT HISTORY
Organization: Please reach us for these details! Location: Nashville, TN Job title: Relationship Manager Years and months employed: 1 Year(s) Responsibilities: Supported senior relationship manager through a broad array of activities, including client management, loan and legal documentation, and review of ancillary product opportunities.
Worked with a wide range of public and private healthcare companies providing adequate financing for strategic and capital structure initiatives.
Created internal model, which was adopted and integral to evaluate and provide analysis of capital structure alternatives. Led due diligence analysis of new client opportunities, creating detailed company overview, financial, and industry analyses to provide objective recommendations to internal credit committees.
Organization: Raymond James & Associates Location: Nashville, TN Job title: Senior Assoicate Years and months employed: 10 Year(s) Responsibilities: Managed and executed all aspects of public and private equity underwritings, as well as merger and acquisition advisory assignments across multiple sub-sectors of the Healthcare industry.
Led due diligence analysis on behalf of, and in conjunction with, clients, drafting detailed fairness opinions to provide objective analysis and recommendations of corporate transactions and financing alternatives.
Served as Primary point-of-contact between clients, underwriting groups, and in-house counsel throughout marketing, diligence, and transaction processes.
Presented detailed recommendations for financing and acquisition analyses to senior executives and board members.
Managed team of three analysts, acting as intermediary between analysts and senior personnel within healthcare group and supervising the quality of analysts’ work and participation on deals.
EDUCATION
Institution Name: University of Georgia Location: Athens, GA Degree earned: Bachelor of Administration in Finance Major/Concentration: Finance Year Graduated: 2000