Director Investment Grade Debt Capital Markets resume example with 20+ years of experience
- 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
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 |
- 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
- 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
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Resume Overview
School Attended
- Emory University - Roberto C. Goizueta Business School
Job Titles Held:
- Director - Investment Grade Debt Capital Markets
- Director - Tax Exempt Finance Group
Degrees
- BBA
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