Bennett Sherman

MBA

Finance

STIKLEY CONSULTING

Financial Strategies Analyst

- HOUSTON, TX - Family Office focused on debt/equity investments and in the preservation of capital in equity markets - Financial Strategies Analyst - Actively managed portfolio of $50MM in the equity, derivative and fixed income markets with average annual - Performed thorough fundamental and technical analysis of companies, both public and private, in a variety of different sectors and industries to consistently maintain our strategic sector weightings - Executed trade strategies that consistently outperformed the S&P 500 and mitigated our portfolio risk through - Set up systems and schedules to handle our operations, including trading, property management, IT, and general estate and asset management - Coordinated investments across money managers at firms such as Merrill Lynch and US Capital Advisors - Analyzed and structured private equity and secured debt investments for companies seeking capital - Regularly analyzed potential investments across multiple liquid asset classes including money market funds - CD's, and corporate and municipal bonds to maximize the returns on free-standing cash positions