Randall J. Lambright, CFA

Randall has a deep and broad career in financial advisory, with significant experience in global business strategy, financial planning & analysis, product developments, business development and retention efforts, commercial credit oversight/extension, and investment management. He recently completed his MBA at Duke's Fuqua School of Business and is a CFA charterholder. Key Competencies: Financial Planning & Analysis: • Product P&L stress testing • Capital deployment scenario analysis (NPV, ROI, EVA) • Liquidity Planning & Reporting • Cost Efficiency and Risk Remediation • Organizational Expansion planning • Business Performance monitoring Financial Modeling & Investment Analysis: • Portfolio construction, Risk assessment, Loan modeling, Credit analysis Product Strategy (Management/Development); Program/Project Management: • Directing globally distributed cross-functional teams • Structuring deal terms and evaluating commercial rationale • Bringing new offerings to market – negotiation, pricing, positioning • Implementing large-scale platform enhancements and client migrations • Evaluating business cases and driving due diligence efforts for capital/resource deployment Corporate Strategy: • Pricing, Business expansion, Competitive benchmarking, Divestiture analysis, New Product evaluation Relationship Management & Client Advisory: • Developing in-depth client strategic planning/analysis (focus on development, cross-sales, retention) • Performing due diligence and assessing corporate capital needs • Cultivating key senior and strategic client/internal relationships • Communicating insightful cross-asset investment plans, portfolio guidelines, market commentary • Driving Client Compliance efforts - Know Your Customer, Anti-Money Laundering, OFAC/Sanctions Investment Analysis: • Competitive benchmarking, Attribution Analysis, Manager Selection, Investment Strategy Differentiation Portfolio Management: • Multi-Asset investing, Corporate Credit