*Create and maintain detailed valuation and related financial models on target companies.*Contributed to monthly industry assessment of Energy/Utility Sector for review by senior management.*Performed industry and company analysis during due diligence process.

*Successfully arranged bank financing for private school campus expansion project.*Overall financial responsibility during construction process including monitoring of contractors, disbursements of funds and other related duties.*Introduced streamlined financial processes that reduced budget variances and improved organizational financial standing

*Sell side equity research analyst with investment responsibility for the exploration and production sector – coverage includes APA, APC, DVN, EOG, HES, MRO, MUR, OXY, SWN, XEC.*Launched investment coverage within specified deadline and enabling achievement of internal goals designated by management.*Constructed and maintained financial models that successfully increased the accuracy of quarterly earnings estimates.*Created value added company and industry research notes for distribution to internal and external stakeholders.*Provided stock recommendations and appropriate ratings for covered stocks.*Initiated relationships with company management, client base, institutional sales team and other market participants.*Delivered actionable research content at morning investment meeting that resulted in increased trading revenues.

*Founder and Investment Manager of a long/short fund focused on domestic stocks.*Conducted independent fundamental equity research and stock selection in energy and financial sectors.*Monitored and adjusted portfolio positions based on assessment of market and economic conditions.

*Investment Manager of a $600 million mid cap equity portfolio that outperformed the benchmark over a four-year period. *Initiated and successfully completed a restructured investment process for a mid-cap equity portfolio that resulted in significant long-term outperformance.*Performed fundamental equity research and stock selection in energy sector in support of a $2 billion large cap and $600 million mid cap equity portfolio. *Monitored current positions in equity portfolios and communicated relevant issues impacting stock holdings to portfolio managers. Determined weighting of assigned sector relative to underlying benchmark.*Established and monitored price targets for fund holdings utilizing fundamental, quantitative and technical inputs. *Presented investment results to the Board of Control of the Teachers’ and Employees’ Retirement System.

*Performed fundamental research on equities for trust department, and the SouthTrust Growth and SouthTrust Value Funds.*Participated in weekly conference calls with portfolio management team located in Southeast region, and contributed to weekly department research write up.