PROVIDING EXPERT INVESTMENT ANALYSISCovered the Technology and Communications Services sectors as a buy-side equity research analyst, performing in-depth company and industry analysis to provide sound recommendations to portfolio management teams. Outperforming difficult Technology sector benchmark since inception, including each of the past four yearsBUILDING SOPHISTICATED FINANCIAL & VALUATION MODELSConstructed detailed financial models and performed extensive valuation analysis using a combination of discounted cash flow (DCF) and relative valuation methodologiesPERFORMING DETAILED QUANTITATIVE ANALYSISConducted back-testing on company financial data to determine what characteristics outperforming stocks display, incorporating results into the firm’s investment processSHOWING INITIATIVE & INNOVATIONCreated a video series showcasing the firm’s research team, promoting the strength of the firm’s analysts while educating our clients

PREPARED IN-DEPTH ANALYSISRolled out coverage of Industrial Technology sector with Senior Analyst, performing comprehensive analysis for detailed initiation of coverage reports and internal teach-ins; overweight-rated launches outperformed the Russell 2000 by 28%

DROVE CORPORATE STRATEGY WITH DATASummer Associate in a Business Analysis role. Created population-based metrics to evaluate ATM presence and proposed a strategy to expand the ATM network by 10% in the company's top five markets

ESTABLISHED STRONG RELATIONSHIPSBuilt strong relationships and offered sound investment guidance to c‑level executives at some of the nation’s largest credit unions, leading the organization with 48% of fixed-income security sales during the second half of 2008

EXECUTED IN CHALLENGING SITUATIONSEstablished team sales records during a demanding transition period in March 2008 when the team was at 50% capacity, highlighted by surpassing one goal by over 300%