Director Investment Grade Debt Capital Markets Resume Example Company Name

DIRECTOR - INVESTMENT GRADE DEBT CAPITAL MARKETS

Professional Summary

Investment Grade Debt Capital Markets professional with sixteen years of banking experience covering Energy and Utility clients
Advise issuers on optimal structures, timing, and issuance/execution strategy for funding capital needs in public debt markets
Possess excellent interpersonal, analytical, and organizational skills

Representative Leadership Clients

Buckeye Partners

Enable Midstream Partners

Energy Transfer Partners

EnLink Midstream Partners

Enterprise Products Partners

Kinder Morgan

Magellan Midstream Partners

Plains All American

Spectra Energy Partners

Sunoco Logistics Partners

TC Pipelines

Valero Energy Partners

Ameren Corporation

American Electric Power

Consumers Energy

Dominion Resources

Duke Energy

Edison International

Pinnacle West Capital Corporation

PPL Corporation

Southern Company

Work History

Director - Investment Grade Debt Capital Markets, 12/2012 to Current
Company Name – City, State

Successful earning Joint Book-Runner roles on ~80% of investment grade Energy and Utility portfolio
Responsible for ~34% growth in Energy and Utility debt capital markets revenue since 2013
Improved number of leadership roles (e.g. Joint Book-Runner) ~57% since 2013
Arrange non-deal roadshows for issuer clients including preparation of presentation materials, coordinating investor calls with sales/syndicate, gathering investor feedback, and advising on optimal issuance strategy/structure
Host periodic "teach-ins" for clients, educating participants on bond markets, issuance timeline and approach, credit fundamentals, and relative value
Execute a variety of structures including Floating Rate Notes (FRNs), Hybrids/Junior Subordinated Notes, Preference Shares, Senior Unsecured Notes, Green Bonds, and First Mortgage Bonds

Director - Tax Exempt Finance Group, 08/2000 to 12/2012
Company Name – City, State

Senior manager in not-for-profit healthcare space with high profile issuers including Orlando Health, Piedmont Healthcare, Central Georgia Health System, and Children\'s Healthcare of Atlanta
Senior manager in energy and utility sectors for frequent issuers including Southern Company, Motiva, American Electric Power, and Dominion Resources
Served as Financial Advisor to several Florida School Districts, advising on a variety of transactions including crossover and traditional refunding issues, new money issues, and short-term note programs

Education

BBA: Finance, 2000
Emory University - Roberto C. Goizueta Business School - City, State

Certifications

Series 7, Series 63

Resume Overview

School Attended

Job Titles Held:

Degrees