• Assist with buy and sell decisions of the firm’s investment committee using a successful investment process based on diligent sector and industry group analysis paired with fundamental valuation. • Independently perform rigorous company analysis which serves as an idea generator and investment thesis for equity holdings. Generalist research focus with an emphasis in the small cap biotechnology industry group.• Deliver marketing presentations describing investment philosophy and process to prospective private clients. Perform annual portfolio and strategy reviews for existing clients. Perform and compile Financial Plans for existing and prospective clients.• Preparation, execution, and allocation of trades for over 300 client accounts totaling $150 million in assets across two custodian trade platforms while giving consideration to client risk tolerance and equity targets. • Lead, manage, and coordinate an internship program. Responsibilities include recruiting, interviewing, and selection of prospective internship candidates. Foster professional growth of selected interns in equity analysis.• Preparation and financial analysis of intercompany corporate books for insurance, taxes, and internal use. Management of payroll and related intercompany accounting.

• Manage all financial aspects for OSR Services, LP, a national heat treating firm with offices located in Baytown, Texas and Inola, Oklahoma. • Responsibilities include cash flow analysis and management, preparation and financial analysis of intercompany corporate books for insurance, financing, taxes, and internal use. Management of payroll and related intercompany accounting. Commercial Risk & Employee Benefits Manager responsible for the preparation, analysis, and review of information required for annual renewal of commercial insurance lines and employee benefits.