Sell side equity research at Keybanc Capital Markets (formerly Pacific Crest Securities) with expertise in areas of enterprise software that include Infrastructure Software, Developer Platforms, Analytics, and Learning Tech.

- Determine fair market valuations of private companies for financial statement, tax, and legal purposes.- Financial analysis of balance sheets, income statements, and cash flow statements- Research and comparative analysis of competitors and M&A transactions- Analyzed trends and multiples for industries with large concentration of venture capital funding

- Resolved and clarified questions on trading strategies, options, and fixed income, with a focus on assisting high net worth and affluent clients with investment ideas.- Assisted Fixed Income Department with overflow calls to answer questions regarding trading bonds.- Taught classes and presented information on financial topics to stockbrokers, including options, fixed income, fundamentals, economics, and market mechanics.

- Interpreted investments for clients based upon technical and fundamental analysis- Analyzed and charted investment performance to provide guidance for self-directed accounts.- Initiated training of the Bloomberg terminal to internal teams of stockbrokers.- Led peer group to disseminate current event information impacting daily markets to other stockbrokers.