Semis & Semi Equipment Equity Research

Head of Semiconductor and Semiconductor Equipment Equity Research

• Participated in coverage launches for two companies (SEMI, ARMH), published 250+ reports on the semiconductor industry (company specific and thematic)• Interact with clients to support published research and enhance the value of the Macquarie research platform via incoming/outgoing phone calls, model requests and fielding ad-hoc client questions and requests• Collaborate with global counterparts across North America, Europe, and Asia to gain further insights into industry and supply chain trends and produce differentiate research• Conduct fundamental analysis of publicly traded companies under coverage to drive detailed stock theses• Develop and maintain company specific financial models and industry models to track market end-demand and use data to create sensitivity analyses quantifying the impact of demand shifts on companies’ financials

• Analyzed income for borrowers utilizing personal and business tax returns to obtain mortgage approval• Presented income analysis to Private Mortgage Bank underwriters for approval, as many deals were outside Fannie/Freddie guidelines requiring Wells Fargo to hold the loans on its books• Communicated with clients and underwriters to ensure red carpet service • Conducted marketing campaigns with potential referral sources such as realtors, developers, attorneys, etc.• Collaborated with wealth managers and financial advisors to provide more complete package to clients and enhance cross selling initiatives

• Created an MS Excel Bi Weekly Amortization Calculator for client use• Contacted existing and potential clients to generate purchase and refinance leads• Designed and implemented a more efficient client database filing system

• Managed a portfolio currently valued at $1.4 million• Calculated relative and absolute valuations of stocks• Forecasted income statements• Utilized Bloomberg and FactSet as sources of information when analyzing stock

• Approved and denied incoming loans from third world countries• Reformed the interest rate structure from straight interest rate to declining balance interest rate• Presented interest rate reformation to GLOBE steering committee• Developed an interest calculator for the Daughters of Charity to use when collecting the loans

• Gathered and analyzed data to ensure bond selection best met client’s needs • Contacted clients to ensure up-to-date information • Actively participated in wealth management seminars and the UBS “Go Green” effort• Followed up with clients and prepared marketing material for prospective clients