Sell-side equity research analystFocus on US Industrial/Machinery sector including a broad range of industrial sub-sectorsMember of #1 ranked machinery team by Institutional Investor Magazine for each of past 11 yearsWrote recent reports on technology in manufacturing and how is needed to improve labor productivity given demographics. Also wrote report on the future of additive manufacturing in industrial settings.

Sell-side equity research covering the machinery sectorHelped launch coverage of Oshkosh including an extensive company primer

Sell-side equity research covering US auto and auto parts sectorHelped launch coverage on GM, Ford, Delphi and Visteon

Capital Markets - Portfolio Manager / Senior Analyst. Managed in excess of $4B in two short-term fixed income funds as part of GM’s corporate cash management. Responsible for all aspects of managing the portfolios, including trading, formulating investment strategies, evaluating and presenting performance versus benchmarks to management. Corporate Planning - Senior Analyst. Assisted in the development of short- and long-term projections of capital flows. Examined the timing of debt issuances, dividend policy, stock buyback programs and other shareholder value-enhancing activities.International Business Development - Developed models, performed valuation and return analysis as financial member of multi-functional teams focusing on international projects with travel to Australia, China, Indonesia, Malaysia and Mexico. Valued auto parts supplier using DCF, comps, and asset valuation that led to the formation of a $12M joint venture in Tianjin, China. Included extensive travel to evaluate business and participate in negotiations.