• Led coverage of Industrial Technology names while maintaining associate responsibilities for Networking & Comm Software coverage universe (30+ covered companies)• Made differentiated out of consensus stock calls utilizing proprietary data, accurate forecasting of company performance, market positioning, valuation, and analysis of macro and micro factors

• Produced industry insight and stock specific analyses supporting stock rating and price target changes• Led primary research efforts surveying various CIOs, VARs, customers and industry experts• Communicated with clients to facilitate understanding of investment theses, risk/rewards, bull/bear/base cases, valuation methodologies, market drivers, and in-depth TAM/opportunity analyses• Consulted market data to build market models and support forecast assumptions used in revenue projections• Built, maintained, and reconstructed three statement financial models across 30+ stock coverage universe

• Served as the primary data analyst on a team responsible for providing strategic insights and commercial metrics around Morgan Stanley’s Institutional Equity Division (#1 Equities Sales and Trading franchise globally)• Spearheaded development of CBA Central, a cross-divisional internal website utilized by global S&T management and COO teams to collate data around revenue, resource consumption, and advisory strategy• Regularly prepared reports and presentations for senior Institutional Securities management focused on S&T strategy, product/business development, and market drivers• Developed familiarity with core lines of equities trading business including cash equities, derivatives, and prime brokerage• Attended weekly account reviews led by Equity Distribution Management that address trading & investment strategies, platform developments, capital raising, and structural changes across Morgan Stanley's traditional long-only asset manager and hedge fund clients• Expert in discussions with top clients around Morgan Stanley’s approach to MiFid II and research pricing• Promoted to associate after two years as part of the ACP Accelerated Career Path Program

• Created cost saving projection models used to market product as an operating margin reduction solution to businesses based on conducted research on sales volumes, receipt expenses, and POS system integration• Analyzed financial statements, corporate structure and compatibility with retailers, formulating analytical opinions and summarizing findings to be included in the company business plan and investor proposals• Directly worked with the CEO and VP of Development to brainstorm, identify, and implement key strategies• Designed an advertising component during application development utilized as an additional revenue stream

• Used financial planning software programs to model $1MM+ Indexed Universal Life insurance plans• Prospected and coordinated meetings with potential clients for initial business and financial advisory• Served as a Technology Coordinator for the Financial Advisor office, increasing efficiencies through coordination of programs and models used to facilitate the advisory business