Erik Schneider Email & Phone Number

Los Angeles, California, Us

-Enable leading companies to execute on enterprise-wide agility by aligning teams around clear market-driven objectives with defined financial expectations and actively removing roadblocks to success

Costa Mesa, Ca, Us

-Build out corporate development function, process, team and pipeline-Strategically and accretively deploy $350M+ to improve MeridianLink's ability to serve its clients and their customers- Manage IPO process from S-1 drafting, through Testing The Waters and Roadshow meetings, to first trade and ongoing investment community communication

Denver, Co, Us

-Led the product management team for P2's global land management and oil & gas accounting domains, encompassing more than $100M in annual revenue and a presence in more than 30 countries.-Developed detailed reporting package to increase internal visibility and alignment, resulting in a 40% decrease in attrition, a 100% increase in the ratio of pipeline to realized bookings and the resolution of all high-severity customer issues.-Executed a transformation from disconnected product silos managed in a traditional waterfall process to an integrated platform following the Scaled Agile Framework.-Launched first organic products in company history to achieve $1M in annual revenue.

Denver, Co, Us

-Sourced, negotiated, closed and managed the integration of the $100M+ acquisition of Merrick Systems, which enabled the best-in-class oil and gas software platform vision.-Built out budget model, long-range planning model and multiple acquisition pro forma models-Segmented customers and prospects based on combination of customer (Salesforce) and accounting (Great Plains) and third-party data

New York, Ny, Us

-Manage entire investment process including idea generation, business and financial statement analysis, comprehensive due diligence, stock selection and relative position sizing.-21% cumulative return on managed capital in a long/short medical device, diagnostics and tools portfolio over 19 months from June 2010-January 2012 with 12 of 19 months positive.-Refocused coverage in 2012 to include healthcare IT and dental with a 25% return on average capital through 12 months with 8 positive months while developing knowledge of hospitals, managed care, labs and other services.-Expanded coverage further in 2013 to include specialty pharmaceuticals and generics.

Zurich, Ch

-Highest ranking among US research analysts for return associated with active calls (upgrades / downgrades) and accuracy of forecasts.-Initiated coverage on 18 stocks (9 as lead analyst, 9 in support of Head of Healthcare Research)-Lead coverage included Abiomed, Accuray, Alere (Inverness Medical), ATS Medical, CareFusion, Conceptus, Natus Medical, Omrix Biopharmaceuticals and Thoratec.-Junior coverage included Medtronic, St. Jude Medical, Boston Scientific, Edwards Lifesciences, Stryker, Zimmer, Johnson & Johnson, Baxter and Heartware.-Developed relationships with sales force and traders to drive client vote penetration and received II Honorable Mention in first year of coverage -StarMine recommendation ratings consistently in the high 90s.-Invited into 2009 UBS ASCENT class (188 worldwide participants), a two-year program for “mid-career employees who show the potential to become future leaders”.

New York, Ny, Us

-Contributed to largest absolute vote increase in sector and two spot increase in analyst Institutional Investor ranking and received first “team” votes in at least three years.-Increased published calls by 35%, ranked in top 5 by sales force for knowledge, responsiveness and presentation skills and recorded more time speaking with clients than any other associate after registration was complete.-Rebuilt market and company models to improve forecast accuracy, simplify updates and ease scenario analysis.-Moved with Senior Analyst to UBS.

New York, New York, Us

Mba, Finance, General

Bachelor'S Of Science In Engineering, Mechanical & Aerospace Engineering