Lloyd Widom, Cfa Email & Phone Number

Greater New York City Area

Greater New York City Area

Organized and ran the research department's morning and afternoon calls on a daily basis.Directed a team of small-cap analysts whose coverage spanned a broad range of technology, basic industry, financial, and consumer stocks.Edited and approved as a FINRA-licensed Series 16 supervisory analyst both two-page and long-form research reports prior to the.

Managed a group of 20 analysts covering micro cap companies.Created the micro cap research product and trained the analysts, all of whom were new to the industry, in the basics of financial modeling, valuation, and marketing techniques.Edited written product and rehearsed presentations to the sales force.

Developed a new product that rated the corporate governance of publicly traded companies.Produced written research using public filings as the primary information source.Marketed the research product to investors, corporations, and investment banks.

Equity research analyst covering the packaging and container industry.Highly ranked by Greenwich Associates, Reuters, and Institutional Investor Magazine.Was an Institutional Investor All-Star in 2000.

Senior Equity Analyst--Generalist Group.Covered 17 companies in 7 industries as an equity generalist. Industries included packaging, financials, government services, electronics, and building products.Awarded top 5 rankings in packaging research by Greenwich Associates and Institutional Investor Magazine.Supervisory AnalystApproved and edited for.

Published diversified corporate research; also specialized in banks and thrifts.

A.B., Political Science And Government

Activities and Societies: Foreign study in Leningrad in the Soviet Union, Semester-long internship with the Atlantic Council in.

Master Of Business Administration (M.B.A.), Finance, General