Strategic Planning: Store PortfolioServe as an analyst responsible for addressing and resolving the root causes of underperformance across our company’s store base. Position requires coordination across multiple departments including Operations, Marketing, Licensing, Accounting and Franchising. Other duties include:• Prioritize action items and follow-up in regular meetings with departmental leaders and stakeholders. • Development and maintenance of dashboards analyzing the financial impact of new sites and their impact on the total portfolio of stores. • Review of new store sites for optimal strategic and financial performance. • Review store base for potential accounting impairment. • Analyzed and revamped Gross Income Support Program to increase the number of franchised sites.

Serve as an advisor responsible for providing valuation advice and executing transactions for clients within the funeral services industry. Advise clients on due diligence, marketing materials, financial modeling, pro-forma accounting, deal structure, valuation, and all stages of negotiation. • Performing valuation and demographic analysis for acquisitions• Managing investment portfolio within the deathcare sector and providing broader market analysis and risk/reward considerations.• Analyzed brokering business for strategic re-positioning and recommended action items to increase client engagements.

Served as a sell-side equity research analyst covering the Business & Consumer Services sector. Analyzed strategic positioning of companies for investment opportunities for both retail and institutional investors. Developed strong industry ties with a broad array of individuals from diverse industries including HVAC, deathcare services, auto retail, security services and for-profit prisons. • Founder and host of Davenport's Deathcare conference, bringing together top executives from the funeral industry and institutional investors.• Recommended large-cap stock ideas for inclusion or removal from Davenport’s investment portfolios and made numerous presentations to asset management committee.• Marketed thematic research ideas in meetings with both institutional investors and regional brokers.• Coordinated non-deal marketing meetings for executive teams throughout the country.

Senior Research Analyst, 2004-2006Promoted to Senior Research Analyst with my own coverage after working as an Associate Research Analyst. Prepared research reports and regularly communicated ideas to institutional sales force. Duties included public speaking, writing, business development and client engagement. • Initiated coverage of the Employment Services sector while maintaining prior duties as Associate Analyst.• Authored proprietary research highlighting labor crunch for skilled services employees. Associate Research Analyst 2000-2004Served as an Associate Analyst covering the Information Technology and Government IT industries. Responsible for all aspects of research reports including due diligence, financial modeling, writing, and valuation. • Successfully re-invented our industry coverage universe after the demise of the dot-com sector.• Solely responsible for content and for publishing Wachovia's IT Services Newsletter, one of the most widely read sell-side publications covering the IT services sector.• Prepared multiple initiation research reports covering initial public offerings that our firm sponsored.

• Reviewed foreign financial statements for annual statutory audits.• Supervised accounting staff in Dallas and for the foreign affiliated firms.

• Performed detailed audits of both public and private companies.• Taught audit entry training class for all entry-level staff.