Steven Skapper

▪ Joined Wachovia (via First Union) and retained through acquisition by Wells Fargo Securities as a key member and top-ranked senior-level equity sales executive providing economic and portfolio strategy to C-level corporate leadership, portfolio managers, analysts, and traders of leading US/global mutual fund companies, asset management firms, and hedge funds. ▪ Provided key research, market ideas and institutional advisory services; interacted with portfolio managers, CIOs, analysts, and hedge fund traders. Consistently delivered significant gains in revenue and market share each year. ▪ Leveraged valuation and ROI metrics to provide investment ideas and advise private equity, investment banks, and syndicate desks.

▪ Promoted to SVP at PaineWebber (acquired by UBS in 2000) ahead of standard career path. ▪ Provided senior-level equity sales, investment advisory services, financial analysis and economic strategy to CIO’s, portfolio managers, stock analysts, and traders of large U.S. mutual funds, asset management firms, and hedge funds. Significantly increased revenues and market share with clients advised.

▪ Conducted and provided research and trading advice on the energy sector (integrated oil, oilfield services & equipment, exploration & production, and natural gas pipeline) and basic industry (transportation, chemicals & utilities) to top institutional clients. ▪ Worked closely with research analysts, equity sales, and traders; evaluated sector/industry models and data and synthesized key information; monitored daily trading of commodities (NYMEX & Brent Crude oil, natural gas, heating oil & gasoline). ▪ Gained deep understanding of the energy sector, global commodities, market shifts, and the stock valuation process.

▪ Developed and directed US and international PR/corporate communications/investor relations projects. ▪ Worked with high-profile clients.

Graduate School of Management