Investment Portfolio Manager

EXPERIENCE
•••••

AEGON USA Investment Management, LLC:
Cedar Rapids, IA January ••••• Present
Fixed Income Securities Analyst / Credit Analyst

Perform fundamental and technical analysis in the formulation of sector and issuer specific recommendations for the high yield and investment grade portfolios. Approximately $••••• billion assets under management.

Responsible for primary coverage of the investment grade and high yield pipeline (Master Limited Partnerships, MLPs), natural gas distributor, oil field services and refining sectors. Previous coverage includes railroads, transportation services, and environmental.

Publish internal research and maintain company models and tear sheets detailing earnings updates, opinions, and recommendations.

Provide industry expertise and recommendations to internal divisions including European Portfolio Management, Private Placements, Leveraged Loans, and Mortgage Loans.

Maintain regular communication with sell side analysts to leverage additional knowledge and market color.

AEGON USA Investment Management, LLC:
Cedar Rapids, IA January ••••• December •••••
Credit Training Program Fixed Income Research

Provided various support related activities for the credit research group including detailed financial modeling, ad hoc research projects, and pricing and relative value reporting.

PricewaterhouseCoopers, LLP:
Minneapolis, MN June ••••• August •••••
Intern Assurance and Business Advisory Services

Performed fieldwork on various audits while documenting compliance to or exceptions from the audit plan. Selected samples, documented, and assessed internal control procedures for Sarbanes-Oxley.

Utilized information obtained through client interviews to gain an understanding and properly assess the adequacy of IT applications/change management procedures.

EDUCATION
•••••

University of Northern Iowa:
Cedar Falls, IA December •••••

Bachelor of Arts in Business Double Major: Finance and Accounting
Cumulative GPA •••••/••••• Magna Cum Laude

Chartered Financial Analyst (CFA) Program
Nominated by members of the faculty for admission into the Chartered Financial Analyst Program sponsored by Carl Schweser.

PROFESSIONAL DESIGNATIONS
•••••

CFA Charter
Chartered Financial Analyst designation and acting member of CFA Institute since December, •••••
Active member of the Iowa CFA Society since December, •••••

SKILLS
•••••

Microsoft Office
Experienced with advanced Excel functions: VBA, macros, financial modeling and projections.
Software
Bloomberg Professional Terminal, SNL Financial, Blackrock Systems, Reuters Knowledge, and Lehman Point