Served as the firm's BDC Product Specialist with responsibility for cultivating new institutional investor relationships through educational assistance & markets research, covering the evolving private credit marketplace to identify the attribution of fundamental performance drivers and differentiation among BDCs that could lead to outperformance for a given opportunity set.

Provided investment recommendations, opinions, and earnings estimates on +40 publicly-traded commercial & specialty finance companies to institutional investors.Securities under coverage included business development companies (BDCs), commercial mortgage REITs, and SMID commercial banks via: Apollo Commercial Real Estate (ARI), Arbor Realty Trust (ABR), Ares Commercial Real Estate (ACRE), Apollo Investment Corp. (AINV), Ares Capital Corp. (ARCC), Bain Capital Specialty Finance (BCSF), Barings BDC (BBDC), BlackRock TCP Capital (TCPC), CIT Group (CIT), Capital Southwest Corp. (CSWC), Capitala Finance Corp. (CPTA), Colony Financial, Garrison Capital, Hercules Capital (HTGC), Horizon Technology Finance Corp. (HRZN), MB Financial, MVC Capital (MVC), Marlin Business Services Corp. (MRLN), Medley Capital Corp. (MCC), Monroe Capital Corp. (MRCC), Newtek Business Services Corp. (NEWT), NorthStar Realty Finance Corp. (NRF), Opus Bank, Oaktree Strategic Income (OCSI)/Fifth Street Senior Floating Rate Corporation, Oaktree Specialty Lending Corp. (OCSL), Owl Rock Capital Corp. (ORCC), PacWest Bancorp (PACW), PennantPark Investment Corp. (PNNT), PennantPark Floating Rate Capital (PFLT), Portman Ridge Finance Corp. (PTMN), Resource Capital Corp. (RSO), SVB Financial (SIVB), Solar Capital (SLRC), Solar Senior Capital (SUNS), Sutter Rock Capital Corp. (SSSS)/GSV Capital, THL Credit, TPG Specialty Lending (TSLX), TICC Capital, and TriplePoint Venture Growth BDC Corp. (TPVG). Two-time Thomson Reuters Analyst Award winner as a top-performing sell-side analyst in the category of Capital Markets. JMP Securities was recognized as runner-up in the Private Debt Investor 2018 Awards as Sell-Side Analyst of the Year.

Helped re-establish the financial services group at Roth Capital by providing investment recommendations, opinions, and earnings estimates on publicly-traded specialty finance companies to institutional investors. Covered companies included Anworth Mortgage Asset (ANH), Arlington Asset Investment (AI), Dynex Capital (DX), New York Mortgage Trust (NYMT), and Green Dot Corporation (GDOT).

Worked as an equity research associate covering publicly-traded companies in financial services (commercial banks, custody banks, payment networks and specialty finance companies) and global business services (specialty consulting and employment & staffing companies). Covered companies in the financial services sector included American Express Company (AXP), Bank of New York Mellon (BK), Boston Private Financial Holdings (BPFH), CAI International Inc. (CAP), Capital One Corporation (COF), Discover Financial Services (DFS), Marlin Business Services (MRLN), Marshall & Illsley Corporation, MasterCard Inc. (MA), Moody’s Corporation (MCO), NewStar Financial (NEWS), Northern Trust Corporation (NTRS), PrivateBancorp Inc. (PVTB), Signature Bank (SBNY), SLM Corporation (SLM), State Street Corporation (STT), Western Union (WU), and Visa Inc. (V).

Completed LaSalle Bank's two-year Commercial Banking Development Program as a commercial credit analyst (LaSalle Bank was acquired by Bank of America on October 1, 2007). Coordinated all aspects of a CMBS transaction process: sizing, pricing, closing, and securitizing of commercial real estate loans in Bank of America's Real Estate Capital Markets Group. Primary responsibility included the initial screening of investment opportunities, focusing on the underwriting and valuation of first commercial real estate loan packages in CMBS transactions.