• Author executive management team presentations for investor conferences and quarterly earnings calls• Prepare press release and supplemental slides for quarterly earnings announcements • Assist in presentation development and crafting corporate message to investment community• Collaborate with executive management to prepare for investment community questions• Review annual report and SEC filings prior to being filed • Provide competitive intelligence for business units regarding peer companies and end user markets • Assist in development of Finance department analyst rotation and provided mentorship to analysts and interns

• Cover companies in the Transportation Services sector and previously covered Enterprise Software sector; helped each franchise increase market share within the firm• Conduct primary research through channel checks, utilizing SEC documents, and interviewing management teams of public and private companies• Develop and maintain relationships with executive management teams of covered and adjacent companies • Cultivate and maintain industry contacts for channel checks of covered and adjacent companies • Co-authored and published over 450 pieces of research • Build comprehensive industry and company financial models with detailed forecasts • Discuss company views, trade ideas, models and ratings changes with clients and potential clients • Monitor and forecast macroeconomic trends with strong correlation to the coverage list • Collaborate with the sales team to help tailor our coverage to customer and end-market trends • Train and mentor associates to become future analysts

• Primary research associate for healthcare franchise; left FTN Equity Capital Markets with supervisor to join new firm. Followed publicly traded dental, veterinary, orthopedic, and medical device companies• Conducted market research; created national dental and veterinary surveys for institutional clients and national trade associations• Created research reports for institutional clients • Provided assistance to equity sales team to support sales process • Mentored and trained interns in developing analytical skills

• Conducted market research for the dental/orthopedic analyst • Updated and constructed financial models

• Primary analyst for Wealth Management Services, holding $3 billion in AUM • Authored monthly and quarterly economic reports for clients and investment committee• Analyzed two equity model portfolios (Moderate Growth and Growth & Income) with CIO, exceeded benchmarks from 2005-2007• Outperformed benchmark as Lead Portfolio Manager of a mutual fund model• Identified new investment opportunities based on fundamental and technical analysis• Associate Equity/Fixed Income Trader

• Analyzed privately-held companies’ financial statements• Prepared credit presentations for executives• Researched multiple industries and companies