Resumes
Resumes
Fixed Income Fellow
View pageLocation:
2500 Weston Rd, Weston, FL 33331
Industry:
Philanthropy
Work:
Alpha Impact Advisors Jul 2016 - Jul 2018
Principal
The Heron Foundation Jul 2016 - Jul 2018
Fixed Income Fellow
Community Capital Management, Inc. 1999 - 2016
Chair and Founder
Community Capital Management, Inc. Jun 1998 - Jun 2015
Chairman, Founder and Chief Impact Investment Officer
Suncoast Capital Group 1998 - 2000
Senior Vice President, Director of Mortgage Research
Principal
The Heron Foundation Jul 2016 - Jul 2018
Fixed Income Fellow
Community Capital Management, Inc. 1999 - 2016
Chair and Founder
Community Capital Management, Inc. Jun 1998 - Jun 2015
Chairman, Founder and Chief Impact Investment Officer
Suncoast Capital Group 1998 - 2000
Senior Vice President, Director of Mortgage Research
Education:
Saïd Business School, University of Oxford 2013
University of Florida 1986 - 1990
Bachelors, Bachelor of Science, Business Administration, Finance
University of Florida 1986 - 1990
Bachelors, Bachelor of Science, Business Administration, Finance
Skills:
Asset Management
Portfolio Management
Investments
Financial Analysis
Finance
Capital Markets
Risk Management
Strategic Planning
Strategy
Fixed Income
Banking
Private Equity
Mutual Funds
Bloomberg
Due Diligence
Equities
Community Development
Valuation
Securities
Social Impact Assessment
Impact Evaluation
Series 7
Financial Modeling
Management
Socially Responsible Investing
Bonds
Investment Banking
Loans
Nonprofits
Community Economic Development
Leadership
Impact Assessment
Alternative Investments
Credit
Financial Services
Credit Analysis
Hedge Funds
Public Speaking
Analysis
Social Entrepreneurship
Portfolio Management
Investments
Financial Analysis
Finance
Capital Markets
Risk Management
Strategic Planning
Strategy
Fixed Income
Banking
Private Equity
Mutual Funds
Bloomberg
Due Diligence
Equities
Community Development
Valuation
Securities
Social Impact Assessment
Impact Evaluation
Series 7
Financial Modeling
Management
Socially Responsible Investing
Bonds
Investment Banking
Loans
Nonprofits
Community Economic Development
Leadership
Impact Assessment
Alternative Investments
Credit
Financial Services
Credit Analysis
Hedge Funds
Public Speaking
Analysis
Social Entrepreneurship
Certifications:
Series 7, 24 & 63
Financial Industry Regulatory Authority (Finra)
Financial Industry Regulatory Authority (Finra)