Stephen Anderson

About Stephen Anderson

FINRA-licensed investment banking professional. Proven experience in new client acquisition. Highly experienced in marketing, transaction processing and financial analysis. Sectors include including charter schools, independent schools, religious / Christian schools, K-12 public schools, higher education, state and local governments, not-for-profit healthcare, single-family housing, public power, and renewable energy projects.All comments / posts are my own and not of my employer.

Experience

1. Vice President, Education Finance Group

   HJ Sims

   May 2025 — Present · Charlotte, NC, US

   Execution and quantitative investment banker for charter schools, as well as independent and religious / Christian schools and higher education institutions, throughout the United States • Analyze, model, and market creative financing solutions based on our clients’ goals and current market conditions• Manage the financing process to ensure that all transaction team partners come together to successfully deliver a cost-effective financing for our clients• Collaborate with underwriters, traders, and salespersons to develop on-market pricing for financings• Create all types of marketing and value-proposition deliverables, including Request for Proposals responses and presentations• Develop and maintain relationships with industry participants, including financial advisors, developers, general contractors, architects, bond attorneys, accountants, feasibility consultants, rating agency analysts, etc.

Education

• Clemson University

  M.B.A., Finance

  2000 — 2002

• Bob Jones University

  B.S., Financial Management

  1997 — 2000