• Participated in institutional shareholder meetings; Primary contact for retail and broker shareholder calls & emails• Developed external investor messaging used by executive management and investor relations• Reviewed peer earnings calls and distributed analysis to executive management• Developed and implemented a customized, detailed shareholder targeting program• Coordinated and reviewed pension activities with internal and external teams• Reviewed and approved debt compliance for regular items, researched potential issues (transactions, stock/debt buybacks)

Led the initial development of a model to optimize the location and quantity of spare networking equipment across Windstream’s entire footprint; key considerations included the importance of deployed equipment to network functionality, anticipated failure rates, geographic dispersion of equipment, and costs under multiple scenarios.Coordinated efforts to refine the sparing model, including working with multiple teams (engineering, operations, capital budgeting) to ensure that assumptions and suggested actions were informed, accurate and achievable.Implemented an operational sparing program, including key initial steps to remove excess equipment for resale and the transfer of ~7,000 parts from over 1,000 locations to centralized sparing depots.

Conducted sell-side equity research on the Transportation sector, with a primary focus on Truckload, Less-than-Truckload and Freight Brokerage. Coverage included: ABFS, CGI, CHRW, CNW, CVTI, HTLD, JBHT, KNX, LSTR, MRTN, ODFL, RRTS, SAIA, SWFT, USAK, VTNC, WERN, and YRCW Constructed financial models to forecast company earnings. Created specialized analyses to determine company stock valuations. Developed industry expertise, differentiated market research, and proprietary channel checks. Met with company management teams, interviewed company customers and competitors. Presented investment ideas to salespeople in firm-wide morning meetings. Drafted numerous investment reports on companies in coverage universe. Marketed research and recommendations to firm’s sales teams and institutional investors.

Conducted sell-side equity research on the Communications Equipment and Optical Components industries. Coverage included: ADTN, AIRV, ADCT, ARRS, BBND, BSFT, CALX, CTV, CSCO, CIEN, HLIT, INFN, OCLR, SEAC, TKLC, TLABConstructed financial models to forecast company earnings. Created specialized analyses to determine company stock valuations. Developed industry expertise, differentiated market research, and proprietary channel checks. Met with company management teams, interviewed company customers and competitors. Presented investment ideas to salespeople in firm-wide morning meetings. Drafted numerous investment reports on companies in coverage universe. Marketed research and recommendations to firm’s sales teams and institutional investors.