Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Websites
Quote
Timeline
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Bobby R. Turner, Jr.

Bobby R. Turner, Jr.

Naperville,IL

Summary

Execution-focused finance and legal expert with over a decade of experience in financial modeling, risk management, and regulatory compliance. Holding a JD and a Master's in Energy Regulation & Law, Bobby combines deep legal knowledge with financial acumen to conduct and navigate complex structured finance portfolios, legal strategies and mitigate risk.

Overview

22
22
years of professional experience

Work History

Senior Consultant

Independent Consultant - Appleton Greene & Co
01.2017 - Current
  • An attribution consultant’s typical responsibilities and tasks include:
  • Creating and delivering attribution dashboards and reports to clients, senior management, and regulatory bodies, among other internal and external stakeholders.
  • Develop analysis and recommendations to improve portfolio management and investing decisions.
  • Determining and elucidating the factors influencing portfolio performance and risk; offering advice and suggestions to enhance portfolio management and investment choices.
  • Gathering and analyzing information from several sources, including custodians, portfolio managers, and market data producers.
  • Using various models and techniques, such as Brinson-Fachler, Brinson-Hood-Beebower, or Shapley value, to calculate and validate attribution results.
  • Performance Analysis

Summer Clinician & Research Associate

Vermont Law and Graduate School, VT
01.2022 - 01.2023
  • An energy summer clinician and research associate’s typical responsibilities and tasks include the following:
  • Attended client meetings, community solar energy project site visits, and court hearings.
  • Conducted federal, local, and state legal research and prepared legal memorandums
  • Institute for Energy and the Environment

Strategy, Growth & Innovation Management Consultant – Team Lead

Sherwin Williams, Cambridge, MA
01.2013 - 01.2013
  • Deliverables included financial models, cash flow projections, and acquisition target valuations.
  • Developed a USD 1 billion domestic, emerging, and international market entry acquisition and new product/segment revenue growth strategy.
  • Action Project

Officer Trust and Fund Services Lead Analyst

LaSalle Bank/Bank of America ML GSS, Chicago, IL
01.2007 - 01.2011
  • Lead Portfolio Analyst for Market Value, Synthetic and Cashflow ABS, RMBS, CMBS (CRE) trust, and structured finance collateralized debt and collateralized loan obligations - Portfolio Size USD 10B.
  • Maintained and built portfolio models, completed portfolio analysis, asset payment forecasting, and trade execution of fixed-income securities and bilateral derivative transactions.

Branch Manager-Troy Corporate

Flagstar Bank, Troy, MI
01.2005 - 01.2007
  • Collaborated with multiple business unit managers in establishing Conditions of Satisfaction. (KPIs).
  • Managed and reestablished the pristine reputation of the organization’s “flagship” banking center with customers (internal and external) as well as clients within the banking center’s target markets.

AVP/Branch Sales Manager Canton

Guaranty Bank/Best Bank, Brown Deer, WI
01.2003 - 01.2005
  • Developed multi-million USD Mortgage, Consumer, Small Business Lending, and Lines of Credit portfolio.
  • Account growth improved by a factor of more than 12 over a 24-month time frame. Deposit growth over $5 MM USD.

Education

Doctor of Juris Prudence -

Vermont Law & Graduate School
South Royalton, VT
05.2023

Master of Energy Regulation and Law - undefined

Vermont Law & Graduate School
South Royalton, VT
05.2023

Master of Security Analysis & Portfolio Management - Investment and Securities

Creighton University
Omaha, NE
01.2017

Master of Business Administration - Finance & Strategy

Hult International Business School
Cambridge, MA
01.2013

Bachelor of Business Administration - Economics & Finance

Eastern Michigan University
Ypsilanti, MI
01.2000

Skills

  • Microsoft Office Suite: Advanced Excel, Access, Bloomberg, CDO Suite & Report Writer, Fiserv, Hyperion, MatLab, PeopleSoft, PowerPoint, Project Planning & Documentation, Python, R, SunGard, SQL, VBA, Wall Street Analytics

Accomplishments

    Developed a dynamic performance analysis consultancy engagement that seeks to align fund sponsors risk and return objectives with the appropriate fund manager adjusted risk-return profile.

Languages

English
Native or Bilingual

Quote

Preconceived notions are the voices that distort reality.
Robert R. Turner, Jr.

Timeline

Summer Clinician & Research Associate

Vermont Law and Graduate School, VT
01.2022 - 01.2023

Senior Consultant

Independent Consultant - Appleton Greene & Co
01.2017 - Current

Strategy, Growth & Innovation Management Consultant – Team Lead

Sherwin Williams, Cambridge, MA
01.2013 - 01.2013

Officer Trust and Fund Services Lead Analyst

LaSalle Bank/Bank of America ML GSS, Chicago, IL
01.2007 - 01.2011

Branch Manager-Troy Corporate

Flagstar Bank, Troy, MI
01.2005 - 01.2007

AVP/Branch Sales Manager Canton

Guaranty Bank/Best Bank, Brown Deer, WI
01.2003 - 01.2005

Master of Energy Regulation and Law - undefined

Vermont Law & Graduate School

Master of Security Analysis & Portfolio Management - Investment and Securities

Creighton University

Bachelor of Business Administration - Economics & Finance

Eastern Michigan University

Doctor of Juris Prudence -

Vermont Law & Graduate School

Master of Business Administration - Finance & Strategy

Hult International Business School

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