Building and expanding pathways for HBCU students to careers in alternative investment management.

Montgomery TechLab advances technology careers and ventures in the Montgomery, Alabama region through education, acceleration, and incubation.

The Company Lab (CO.LAB) is a nonprofit startup accelerator that supports entrepreneurial growth in southeast Tennessee. We work with companies ranging from locally-based small businesses to tech startups scaling into major markets. We also wake up every morning thinking about how to create a more robust and dynamic entrepreneurial ecosystem in our region.

Led the sourcing and closing of new partnerships with major corporations, foundations and non-profits organizations. Collaborated with senior executives at partner organizations to develop long-term strategies addressing talent acquisition and diversity in leadership pipelines. Provided program services for partner organizations to recruit and retain talented professionals.

Launched the Telecom, Media, & Technology (TMT) research practice, covering regulatory issues affecting telecom, cable, media, internet, and communications technology companies. Provided policy insight and investment recommendations to institutional investors, reflecting the expected impact of regulatory events on TMT companies. Issues covered included spectrum auctions, performance royalties, retransmission consent, internet privacy, patent reform, tax reform, mergers and acquisitions, and FCC reform.Companies researched: SprintNextel, T-Mobile, AT&T, Verizon, Comcast, Time Warne Cable, Dish Networks, DirecTV, Google, Facebook, Acxiom, CBS, Disney, News Corp., Viacom, Netflix, Sinclair Broadcasting, Gannett, Clear Channel, Pandora, Sirius, Apple, Nokia, Microsoft, Acacia Research, Verisign, Amazon, Equinix, Rackspace, American Tower, Crown Castle.

Led fundamental research efforts for Software, IT Services, Telecom, Utilities, Capital Markets, Consumer Finance, REITs, and Insurance industries. Provided stock recommendations for large cap and small cap portfolios with total AUM over $2.5B. Led portfolio risk analysis and macroeconomic reviews. Contributed to the development and enhancement of quantitative models. Managed relationships with sell-side brokers and traders, including commission budgets.

Senior associate on highly regarded research team, consistently ranked as an Institutional Investor All-America Research Team. Covered RBOC’s, RLEC’s, wireless carriers, and wireless tower stocks. Assisted in the vetting and due diligence for over $1B in telecom IPO and follow-on equity offerings. Constructed and maintained detailed financial models and performed valuation analyses. Conducted primary research and authored industry reports on telecom issues including, wireline & wireless pricing, regulatory reform, credit market exposure, LBO feasibility and investor sentiment. Companies covered: AT&T, Verizon, Frontier, CenturyLink, Windstream, Cincinnati Bell, American Tower, Crown Castle, SBA Communication, Sprint, Alaska Comm. Former companies include Alltel, MetroPCS, Leap Wireless, Global Signal, Qwest, Embarq, Fairpoint Comm., Valor Comm.

Assisted portfolio manager in assessing current portfolio risk and developing risk management strategies, specific to client investment objectives. Performed quantitative screens to identify equities for addition to high net worth client portfolios.

Designed and delivered data networking and security solutions for enterprise level clients. Obtained Cisco certifications (CCNP, CCNA, CCDA, Wireless LAN) and Enterasys System Engineer (ESE) certification. Clients represented organizations in multiple industries including, education, defense, law, retail, pharmaceutical, and media.