As of September 19, 2023, Marquam is part of Lantern.

▪ Responsible for Power BI administration and training▪ Develop Datamarts by utilizing WhereScape data warehouse automation software and standard data warehouse modelling techniques▪ Microsoft Flow admin and primary person responsible for developing enterprise wide business process automation workflows.▪ Member of Microsoft Power BI Champions group

▪ Primary Finance support for Sales organization, which included budgeting and expense reporting▪ Developed and managed market research reports for major business lines and geographies▪ Implemented Google and Youtube Analytics for website analysis utilizing Power BI and Microsoft Flow.▪ Automated Capital Assets Requests and Demo Unit Request by utilizing Microsoft Flow, PowerApps and Sharepoint.▪ Developed cost model data extraction tool for use in other business processes automation.▪ Automated SandOP forecasting and ASP erosion tool▪ Responsible for all Salesforce administration, including training, customizing, and reporting. ▪ Automated sales reports for sales managers worldwide.▪ Responsible for competitive intelligence, including competitor cost and pricing comparison, stock market valuation models. ▪ Responsible for ad-hoc reporting for the executive management team.

▪ Member of large cap value team who managed $1.5B in open, closed-end and separate account assets.▪ Responsible for Materials sector research including chemicals, paper and packaging.▪ Attended industry conferences, company field trips, interview management teams and sell-side analysts.▪ Analyzed company financial reports, models and presentations.▪ Presented research findings in weekly meeting for possible portfolio actions.▪ Performed ad-hoc projects and weekly stock universe valuations.▪ Maintained equity buy, sell, add and reduce lists.▪ Responsible for all trading related activities for large cap value team, including interacting with the trading desk, order generation, account model maintenance, stock substitutions, account withdrawals, additions and UMA actions.▪ Acted as key point person responsible for implementing new trading platform for large cap value team.

▪ Assisted senior research analyst in establishing coverage in Advanced Materials space.▪ Coverage list included: ATMI, AXTI, CCMP, CREE, BOOM, ENTG, HXL, IIVI, IPGP, MTRN, PPO, ROG, RTI, RBCN, and ZOLT.▪ Co-authored ten initiations in the Advanced Materials space.▪ Co-wrote quarterly earnings and industry reports, developed and updated detailed earnings models, private company databases, and maintained peer valuation comparison tables and marketing materials.