Working as a equity research analyst on a as needed basis.

• Cover Specialty Finance companies witha concentration on Residential Mortgage REITs• Design, create and improve detailed financial models for individual companies and relevant industry data• Aggregate and monitor data from various sources like company filings, SNL, IMF, MBA, eMBS, Case Shiller• Prepare and publish research notes on investment recommendations and macroeconomic trends• Respond to requests from the institutional sales force, the trading desk and investor relations contacts• Collaborate with the Mortgage Finance team to maintain and expand scope of research coverage• Create, maintain and update external client marketing materials

• Quantified deficiencies within client’s current distribution service of 40+ long-term care facilities• Developed detailed Request for Proposal (RFP) to identify cost effective distribution alternatives• Created an analytical scorecard in order to facilitate the evaluation of submitted proposals• Key results included $50K+ in quantifiable savings while improving overall customer service

• Established financial data sheets for the Forbes for Congress campaign to track $980,000 in contributions• Maintained campaign financial records and assisted with data management for fundraising and events

• Trained both senior and new Starbucks partners in becoming more efficient and operationally effective• Recognized by management for outstanding performance and character