David Fisher

About David Fisher

As an Analytics member within Asset-Backed Finance at EverBank, my role comprises of aggregating the underlying collateral to provide insights to key constituents. Deal structures including Subscription Finance (Sub-Line, NAV, Hybrid), Corporate Debt Finance (Private Credit in CLO / Borrowing Base), Structured Real Estate among other transactions.I previously worked at Citizens Bank for nearly 5 years. While in Analytics & Data Strategy, I developed reporting, automations and business intelligence for business leaders. Additional roles include Head of Equity Trading / Options Compliance coupled with a variety of risk roles - with highlights including the assistance in registration as a Swap Dealer and the integration of various acquired entities - a publicly traded broker-dealer (JMP Securities) and an M&A firm (DH Capital). My experience at Citizens gave me exposure to numerous asset classes and gain an understanding of leading a team with customized technology solutions with the use of Snowflake, Alteryx, PowerBi and Tableau, among others.Before Citizens, I was in a Financial Analyst Rotational program at Cantor Fitzgerald - gaining experience in Credit Risk, Market Risk and Treasury Solutions. Through their program and training at the New York Institute of Finance, I gained a strong foundation in Credit as well as understanding the surveillance and volatility that exists within proprietary trading firms. Simultaneously, I gained an appreciation for obtaining insights via data from business decisions via VBA transmissions and process automations.I received my Bachelor of Science in Business Administration from Boston University Questrom School of Business. During undergrad, I had several internship opportunities including a Revenue Intern for Pegasystems, a Risk Intern for Santander Bank along with smaller Investment Banking / Private Equity roles during the school term. I received MBA from The University of North Carolina at Chapel Hill Kenan-Flagler Business School, being inaugurated into Beta Gamma Sigma Honor Society. I have passed several FINRA licenses: 7, 57, 63, 79, 99. I am looking to eventually achieve a Chartered Financial Analyst (CFA).I am a team player who adapts to fast-paced environments and changing priorities. My goal is to leverage my experience and education to provide value and solutions to complex challenges throughout industry leading organizations.

Experience

1. Analytics Associate Asset-backed Finance

   EverBank

   Jul 2025 — Present · Charlotte, NC, US

Education

• UNC Kenan-Flagler Business School

  Master of Business Administration - MBA, Data Analytics and Decision Making, Management and Leadership

  2023 — 2024

• Questrom School of Business, Boston University

  Bachelor of Business Administration - BBA, Finance, General

  2016 — 2019

Skills

• Autocad
• Business Process Improvement
• Microsoft Office
• Team Building
• Management
• Adobe Illustrator
• Start-Ups
• Strategy
• Market Research
• Generally Accepted Accounting Principles (Gaap)
• Business Development
• Public Speaking
• Communication
• Microsoft Word
• International Financial Reporting Standards (Ifrs)
• Team Leadership
• Writing
• Os X
• Graphics
• Powerpoint
• Microsoft Excel
• Financial Analysis
• Adobe Photoshop
• Networking
• Teamwork
• Social Media
• Product Development
• Event Planning
• Investments
• Marketing
• Strategic Planning
• Project Management
• Research
• Graphic Design
• Customer Service
• Entrepreneurship
• Business Analysis
• Finance
• Training
• Business Strategy