• Manage the investment research process through sourcing and evaluating new investment opportunities by conducting extensive qualitative and quantitative due diligence including in-depth top-down and bottom-up analysis • Present investment recommendations and communicate research conclusions to the investment committee, colleagues and clients in both written and oral formats• Continuously monitor macroeconomic developments, industry trends, financial results and valuation metrics to support the management of a $550 million equity and fixed income portfolio • Collaborate with quantitative data analyst to identify and develop alternative data models by applying various data science methodologies including statistical and machine learning techniques• Regularly assist the financial advisory team with individual client service needs including asset allocation and portfolio construction, performance evaluation and reporting, and ad-hoc research requests

One of the largest global financial institutions headquartered in Tokyo with total assets of $2.9 trillion • Developed and maintained detailed operating models, financial forecasts and discounted cash flow analysis to conduct intrinsic and relative valuation for 24-company coverage universe • Regularly prepared comprehensive written reports for individual companies, and led development of five initiation reports and weekly overview report providing quantitative and qualitative analysis of company valuation and trading metrics, industry news and commodity markets• Continuously monitored valuation metrics and analyzed company filings, financial statements, government data, and third-party research to form and update investment theses • Routinely provided industry expertise to MUFG’s institutional salesforce for marketing investment ideas and research, and to institutional investor clients to support investment decisions • Built relationships with institutional investors and corporate executives to support corporate access initiatives including non-deal roadshows, industry conferences and company-specific events

Largest not-for-profit healthcare provider in North Texas with annual operating revenue of $4.3 billion• Conducted data mining, modeling and analysis of financial and operating data primarily using Excel pivot tables and advanced functions to support capital budgeting, product development and identification of potential growth opportunities• Developed new dashboard reporting templates and data visualizations of key performance indicators to use in detailed reports and presentations• Collaborated with hospital leaders to develop strategy and implement programs to improve revenue cycle, hospital utilization and quality of care

Publicly-traded master limited partnership focused on midstream oil and gas services• Maintained corporate valuation models using extensive historical data and internal forecasts which were used to identify variances in sell-side research estimates and develop IR tactics to align investor expectations with company strategy• Conducted detailed research and analysis of macroeconomic and industry trends, competitors, relative stock price valuation and institutional ownership to provide management with market insights• Drafted investor communications and supported overall IR strategy for several major transactions including a merger that doubled the size of the company and created a new public entity

Largest global public relations and corporate communications consulting firm• Provided communications consulting to Fortune 500 clients subject to ongoing or rapidly evolving issues including shareholder activism, litigation and regulatory investigations • Consulted on multiple client teams simultaneously and supervised two client accounts with responsibility for successful strategic planning, budgeting and client relationship management• Drafted detailed proposals and delivered presentations to potential clients to support business development efforts