Senior Research Analyst with the Large Cap Value Group.

Director of Environmental, Social, & Governance Research.

Senior Research Analyst and Director of ESG Research for the Emerging Markets Group.

Senior Research Analyst with the Alternative Strategies Group.

Founding member of the Financial Institutions Group at a start-up broker/dealer developing a sector-focused research product. Collaborated with the institutional sales team to proactively communicate both published research and independently generated investment ideas to external buy-side clients. Developed an extensive network of DC professionals to gain intelligence on upcoming policy proposals. • Contributed to multiple investment banking and corporate development projects, including what would have been the first mortgage real estate investment trust that owned only Ginnie Mae mortgage-backed securities. • In 2011, was the first in the industry to publish a detailed loan pool analysis of Fannie Mae and Freddie Mac that showed loss trends peaking and a path for the GSEs to return to profitability (this was prior to the 3rd Amended Preferred Stock Purchase Agreement in August 2012).• In January 2013, initiated coverage on the industries most affected by the fledgling Consumer Financial Protection Bureau: small-dollar consumer loan originators and the indirect auto financing companies.

Provided outside assistance and tutoring to first-year MBA students learning Managerial and Macro Economics.

The first intern at a then start-up broker/dealer. • Utilized fundamental and macro-level analysis to conduct initial valuation analysis of the healthcare sector in order to determine which industries were undervalued following the passage of the Affordable Care Act.• Earned a job offer upon finishing business school.

Developed and executed public relations strategies for high-profile individuals, political campaigns, and other organizations. Coordinated and managed multi-organizational public affairs campaigns to generate positive publicity for clients. For high-profile clients/projects, managed two other colleagues in the development and execution of national publicity campaigns. • Regularly teamed with the company’s President and Vice President to develop new business strategies and create innovative proposals, increasing client volume and securing new business opportunities.• Maintained a track record of zero client attrition.

Processed and handled international wire transfers and foreign currency drafts in average of $5M per month.Facilitated cash sales and transactions in over 100 currencies with due diligence and accuracy.Traced and investigated rejected wire transfers during international transactions.Tracked exchange rates to maximize value of large currency transactions as per client requests.Researched regulatory concerns and Treasury Department status reports for wiring money to Third World countries. Established successful relationships with international clients and colleagues.