Urban Electric Power offers a more accessible, clean energy storage solution in response to a changing energy infrastructure by providing rechargeable alkaline batteries for grid and off-grid applications that are safe and long lasting. • Prepared a detailed business plan of the company and presented it to the Board.• Illustrated the economics of the business at various levels of commercialization from pilot to full scale. • Identified pricing strategy through competitive analysis of lead-acid batteries.• Created extensive financial models using returns on a per kilowatt-hour basis for an equivalent comparison.• Identified which markets to target by industry and geography.• Prepared a five-year budget.• Wrote a presentation for state funding. • Successfully helped renegotiate the licensing agreement for the company's technology.

Digital Direct IR is a early-stage thermal infrared imaging technology startup• Prepared a business plan and investor pitch book for the purpose of raising capital. • Recommended improving corporate governance through disclosure and transparency of capital raises, use of proceeds, voting rights, financial reporting, Board oversight, and management discretion.• Created a budget and drafted contracts.• Presented and marketed the company at industry meeting and with potential investors.

• Provided sales research coverage to hedge funds, mutual funds, family offices and high net worth individuals with an AUM of $5 million to $1 billion dollars.• Generated $4.5 million in gross commission in 2014.• Effectively communicated Jefferies research to clients according to their respective investment style• Sold capital market deals to syndicate and institutional accounts.• Cross sold prime brokerage services to small and middle market accounts.• Provided corporate access to clients by facilitating analyst and management meetings.

• One of three individuals that managed peak assets of more than $800 million • Researched and identified small-capitalized stocks that were catalyst driven and would accelerate their rates of growth.• Met with company management teams, sell-side analysts, industry experts to assess competitive advantage, growth prospects, and risk profiles. • Developed financial models with projections and determined valuations.• Presented investment ideas to the team for portfolio selection and to institutional clients.• Outperformed the Russell 2000 delivering a 16.4% return vs. the Russell of 10.8% from 2002-2007