In roles as a Product Development Specialist and Research Team Leader, consistently delivered firm leading profit growth by, among others, sourcing Alternative Data to create first of their kind Forecasting ModelsInitially as a pioneering Equity Analyst & Publisher and subsequently as a Research Group Leader and C-Level Advisor for a Bulge Bracket Investment Bank an Information Services focused Private Equity fund and a Middle Market M&A Boutique.Creatively leveraged a broad range of analytical experiences developed in working with 3 firms founded by world leading Data Scientist. In doing so these forms invented the Alternative Data industry by building industry defining analytics to cull insights from POS Scanner Data, Card Based Purchase Panels, Retail Shelf Set Optimization Models and Simulated Test Marketing Methodologies. In product management positions utilized consultative selling skills in order to secure multi-million $ engagements that delivered more than $20,000,000 in new business.INSTITUTIONAL EQUITY RESEARCHDeveloped & Executed a visionary plan to established the first Marketing Information & Technology coverage universe and published research that characterized this rapidly evolving industry for Wall Street investors.Rapidly establishedGround Breaking Group Leading Equity Analyst, Noted Research Publisher & Visionary Marketing Information Industry SpokespersonEstablished these firms as the Wall Street thought leader concerning the future of Digital Media and Company SpokespersonRecognized by fund managers & management consultants as a GLG Top 10% ScholarMember CFA Virginia, NYSSA and the CFA Institute RESEARCH BASED CONSULTINGDeveloped Innovative Earnings Forecasting Techniques & Valuation Methodologies Managed Market Simulations & Product Development Assignments for Hedge FundsRetained by leading Management Consulting firms to provide Industry insights & proprietary researchBULGE BRACKET INVESTMENT BANKING Built & Lead the team that established the Street's first Human Capital Services franchise.Wrote & Delivered the Board Presentations that secured ground breaking IPO underwriting assignments Developed the investment rationales, wrote the pitch books and delivered the Board Presentations that secured dozens of M&A mandatesMIDDLE MARKET M&A ADVISORYEntrepreneurial Transaction Origination LeaderTime Proven Market Research Industry ForecasterIntensely Focused, Deal Marketer & Client AdvocateRegular Conference Speaker, Respected Board Adviser
Listed skills include Mergers And Acquisitions, Private Equity, Corporate Development, Corporate Finance, and 23 others.