Jun 22, 2022
Analyze credit instruments, including auction-rate securities, CDOs, and ABS to determine underlying holdings, cash flows, default rates, liquidity risk, and credit risk before and during th...
Oct 2012 — Sep 2013
Managing Director at Stratus Capital Management, LLC
from Jul 1, 2013
Worked with start-ups to develop cash flow and expense projections in fields such as LED lighting, mobile advertising and intelligent business data analysis. Lead sessions to teach entrepren...
May 2012 — Aug 2012
Helped construct models and sales material for a $78.4 million secondary offering. Inititated coverage of 4 stocks by building financial models and writing reports after analyzing the comp...
Sep 2011 — Apr 2012
Named a co-portfolio manager of the $2.5 million student-run equity portfolio (Mayer Fund). Helped to lead the fund and its nine analysts to a return of 14.46% from April 1, 2010 to March 31...
Aug 2009 — May 2011
Learning how sell-side traders handle institutional orders by building trade models, researching algorithms, and giving support to primary traders. Created cost savings of over $1 million by...
Aug 2007 — Sep 2008
Responsible for developing client portfolios, quarterly rebalancing of portfolios, analysis of equities, analysis and building of bond ladders, writing client letters, and helping prepare fo...
Nov 2006 — Apr 2007
Responsible for contacting prospective clients through warm leads, lunch/dinner seminars, and using my natural market. Understanding investment products and how to construct a portfolio for ...
Aug 2006 — Nov 2006
Chief Executive Officer
Certified Nurse Aide
Finance and Accounting Specialist
What's the main profession of Sam Brownell?
Sam is a Managing Director.
What jobs is Sam proficient at at?
Sam is proficient at Executive and Chief Executive Officer jobs.
Where is Sam Brownell located?
The expert is currently located in Washington, DC.
Does the expert have the email address?
email@example.com and firstname.lastname@example.org is Sam Brownell's email address.
How many companies did Sam Brownell work at?
Sam Brownell worked at eight jobs.
What education does Sam Brownell have?
Sam studied at the University of Maryland from 2009 to 2011.
What are the certifications of Sam Brownell?
This professional received the following certifications: Series 7 - General Securities License, Series 66 - State Securities Laws, Series 86 - Research Analyst, and Series 87- Research Analyst.
Are there any special industries Sam Brownell works in?
This person works in Financial Services industry.