Channing Congdon

Designed solar projects up to utility scale with battery storage Modeled project cash flows using a combination of financing methods including debt financing, PPAs, leases, and partnership-flips Presented project financials with sales team for commercial clients Managed and trained new designers, reviewed solar designs and proposal financials created by design team Developed RFPs for utilities, universities, municipalities, and others as part of the development team

Led a team of adjusters that succeeded in a high-pressure work environment that required adaptability, attention to detail, and personal responsibility; traveled to catastrophe locations, worked on site, met with and assisted the insureds throughout the insurance claim process

Developed model portfolios with the senior wealth advisor and studied assets allocations for different risk tolerances, learned online trading platform for model portfolio implementation Assisted in the due diligence and research for direct private placement offerings Managed issuing of quarterly reports to clients and created custom report templates in Excel for select client accounts

Graduate Certificate in Strategic Management