Rodney C.
Clayton, CFA
342 East 119th Street, #6B
New York, New York 10035
(212) 810-9344
traveler357@rodneycclayton.com
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PROFESSIONAL EXPERIENCE & ACCOMPLISHMENTS
J.P. Morgan Chase & Co.
– New York, New York
Equity Research Associate
Analyst
August 2004 – present
Sectors: Oil & Gas Exploration
& Production, Engineering & Construction, and Environmental Services
- Assumed lead coverage of 17 oil
and gas companies in less than two years with no junior analyst support
- Recommended trades based on growth/value,
long/short ideas, event-driven opportunities, and sector trends
- Long: XXX (+16%) on growth
prospects and defensive hedging versus declining oil and gas prices
- Short: XXX (-20%) on unrealistic
takeout expectations; acquired for $52/share versus my $51/share NAV
- Event-driven: Short/hedge
XXX (-19%) on expectations of a negative YE-06 proved reserve report
- Wrote several macro and sector
thematic pieces: cost creep, basin economics, natural gas supply/demand
- Collaborated with other sector
analysts to identify trends: oilfield services, pipelines, utilities, refiners,
coals
- Communicated daily and built
relationships with management teams and buy-side clients
Equity Research Summer Associate
– Restaurants
May 2003 – August 2003
Sectors: Restaurants
- Led initiation of coverage of
Outback Steakhouse (OSI)
- Wrote full initiation report,
analyzing financial performance, sales trends, and concept appeal
- Built a model to project
concept expansion, margin trends, and capital raising needs
- Studied the dynamics of consumer/retail:
stock response to various events and valuation approaches
Imagestic Corporation
– Tallahassee, Florida
Founder, Chairman & Chief Executive Officer
August 1998 – December 2003
- Combined internet technology and
business strategy to build customized online businesses for clients
- Increased revenues by 46% and
client base by 50% in one fiscal year with full profit-and-loss responsibility
- Managed sales representatives
and established outsourcing partnerships with third-party firms
- Bid competitively on projects
in response to requests for proposal (RFP)
- Clients included retailers, universities,
governments, non-profits, and professionals
EDUCATION
Master of Business Administration
- Finance Concentration
Florida Agricultural and Mechanical University, School of Business and Industry
– Tallahassee, Florida
Date Earned: May 2004
Bachelor of Science in Business
Administration
Florida Agricultural and Mechanical University – Tallahassee, Florida
Date matriculated into MBA Program: August 2002
CFA Charterholder
NASD Series 7, 63, 86, 87 Registered
ORGANIZATIONS, HONORS & AWARDS
Member – New York Society of Security Analysts; Member – National
Black MBA Association; Member – Financial Management Association International;
Treasurer and 100th Year Anniversary Brother of the Year Award Recipient –
Chaires Lodge #259 F.&A.M. P.H.A.; Life Member – Most Worshipful Union
Grand Lodge of Florida and Belize, Central America F.&A.M. P.H.A.; Member
– Florida A&M University National Alumni Association; Super Booster
– Rattler Boosters, Inc.
SPECIAL SKILLS & EXPERIENCES
- Financial resources & applications:
Bloomberg; Factset; Reuters Plus
- Computer/technical: HTML,
multimedia and graphic design
- Real estate investing
INTERESTS
Football, baseball, basketball; traveling; eating; technology; architecture