Brett High Email & Phone Number

Cleveland, Ohio, United States

Researching & identifying inflection points in Observability (Dynatrace, Datadog, New Relic) Cybersecurity (Fortinet, Palo Alto Networks, CrowdStrike, Checkpoint, Cisco, Zscaler, Okta, Splunk), Hardware (Arista Networks, Cisco, Apple, Motorola Solutions, Garmin), & Hybrid Cloud (VMware, Nutanix).Establishing and maintaining relationships with individuals.

Cleveland, Ohio, United States

Akron, Ohio, United States

• Review reports, and conduct research on stocks, money managers, funds, and investment strategies
• Present stock ideas for a small/mid-cap (SMID) investment portfolio strategy
• Assist with administrative functions and preparation for client meetings and presentations

• Conduct, present, and review extensive due diligence on equities within various sectors
• Build financial models and perform ratio-comparable analyses to assess opportunities within various sectors
• Perform technical analysis to assess attractive buy/sell opportunities on equities within various sectors

• Process unpaid commissions and AUM fees by verifying accounts across multiple systems
• Oversee and monitor data clean-up as it relates to various accounting software applications
• Collaborate across departments to assist with meaningful company projects for better efficiency in the firm

• One of seven candidates selected to the University of Akron Investment Banking Club second cohort
• Highly selective workshop for students interested in investment banking and other high finance roles
• Underwent a semester long course in networking, accounting practices, financial modeling, and valuation

-Manage a small team of employees and train new hires and new managers-Delegate tasks to employees when necessary and deliver clear instructions-Record and analyze store inventory and financial reports-Maintain and prepare store condition, ensuring organization and cleanliness-Provide outstanding customer service and handle occasional complaints in a.