Audrey Snell

Audrey Snell

Work History

Work History
2007 - 2008

Senior VP Research Analyst/Head of Financials Coverage

Kaufman Bros., L.P.

Areas of Coverage:  Regional Banks, Debt Purchasing, Companies, Education Finance Companies, Online Finance Companies, Online Broker/Dealers

2005 - 2007

Partner/Senior Research Analyst

ThinkEquity Partners, LLC

Areas of Coverage: Regional banks, including Puerto Rico, Accounts Receivable Management (ARM) companies, Education Finance Lenders, Asset Managers/Financial Holding Co’s.

Forbes Magazine – StarMine Performance

-#1 rank in commercial bank stock selection in 2006 with 19% excess return

-#7 rank overall among all analysts and industries

2001 - 2005

Senior Vice President/Senior Research Analyst/Co-Director of Research

Brean Murray & Co., Inc.

Focused on small/midcap growth companies.

Research focused on: specialty finance, banks, mortgage banks, special situations

Recognized expert in developingcoverage of – Puerto Rico Banks

Developed first Puerto Rico Bank Conference Nov., 2001

Stock Selections appreciation +100% each year 2001-2004

Five Star rated Star Mine ratings on All Banks Covered

1999 - 2001

General Partner and Portfolio Manager

Universal Gateway Fund, L.P.
1999 - 2001

Director of Equity Strategy & Research

Freimark Blair, Inc.
Developed strategic outlook for small cap companies. Built small cap strategy effort and performed research analysis. Focused on secular analysis and small cap research. Created small cap client base. Generated client contact, research events. Strategic Focus – research on smaller cap, higher growth companies.
1991 - 1998

Senior Vice President, Equity Portfolio Manager, Director of Small Caps

SunAmerica Asset Management, Inc.

Built and Managed five star rated funds - $600 million of small cap and mid cap high growth equity. Built small cap research effort. Successfully grew assets from $40 to $600 million. Managed small cap analysts. Focused on capitalization from $50 million to $5 billion. Numerous interviews in Barron’s, Money Magazine and CNN. Returns in top 20%. Listed in 1997 publication “The Best Mutual Funds in the U.S.” 3 Year Return 20.21%

Education

Education

Certifications

Certifications

Insurance Agent

State of Florida

Series 7, 63, 16, 66, 86, 87

Financial Industry Regulatory Authority (FINRA)