Co-owner and Chief Financial Officer at White Oak Barn Inc., which owns the Point of Origin retail store. Point of Origin is an omni-channel specialty boutique that sells gifts and women’s clothing.• Analyzed the financials of the existing business for investment suitability, negotiated the purchase price, and help structure the asset purchase agreement.• Work with CEO to launch online store. Manage the SEO and digital advertising programs to build brand awareness and add new customers outside the local market.• Analyze customer and sales trends, prepare monthly financial statements, manage payroll and expenses, monitor cash flow, and negotiate contracts with key vendors.

• Equity investment strategist at boutique sell-side equity research firm. Establish and write the investment outlook on US/International equity markets, quantitative factors, and sector/industry recommendations by analyzing internal models, economic conditions, and fundamental metrics.• Manage three equity portfolios using the top-down investment outlook to determine sector allocations and quantitative stock ranks to determine bottom-up stock exposures.• Enhanced the investment process and expanded the firm’s product capabilities by developing a tactical asset allocation model and a size-premium model using FactSet and Excel. Both models have quickly become client favorites.• Launched a new product that quantitatively ranks the attractiveness of hundreds of ETFs and designed the cloud-based system’s reports and dashboards.

• Examined the data accuracy of fixed income trade confirmations using Bloomberg, Golden Source, and Excel. Communicated with vendors to ensure that reference data for bonds was correct in the enterprise security master database. • Diagnosed systematic data errors and guided the technology and operations teams to resolve the underlying issues using Jira, thereby preventing regulatory and customer service issues.

• Research Investment Committee (RIC) member that set the tactical asset allocation and investment outlook for the financial advisors at Merrill Lynch. Forecasted the market outlook and responsible for recommending changes to enhance the asset allocation. Monitored the portfolio’s risk metrics. The portfolio outperformed its benchmark since becoming a member of the committee. The RIC’s asset allocation guidance was used directly in ETF model portfolios with assets over $60 billion.• Co-authored the flagship RIC Report, which established the bank’s investment outlook and had the highest readership at BAML (>28,000 users/month). Advised internal and external clients on the RIC’s investment views. Introduced a widely read companion presentation that highlighted the market outlook and key investment themes. • Launched an international high quality, dividend yield stock screen, which grew assets to over $200 million. The screen outperformed its benchmark since inception.

• Quantitative equity analyst on top-ranked strategy team (ranked #1 by Institutional Investor five times).• Researched and authored reports on new quantitative factors and models with extensive use of FactSet and Excel. Created monthly report tracking factor performance attribution. Streamlined the month-end process to reduce the time to publish reports by 50%. • Delivered custom research projects for key clients. Discussed the investment outlook with internal and external clients. • Impactful research projects included: creating a small cap relative valuation model, analyzed ETF fund flows and their impact on manager performance, and estimated the maximum asset capacity for small-cap managers.

Worked for the same senior analyst as Bank of America Merrill Lynch. Please see the Small Cap Strategist job description above.

• Buy-side equity analyst covering large cap and mid cap industrials, materials, and technology sectors. Presented buy and sell recommendations to stock selection committee.• Bottom-up fundamental research opinions and price targets were based on company’s long-term earnings power, business and industry trends, competitive positioning, and interviewing company management.• Quantitative research included back-testing factors, creating screens, and monitoring portfolio risk. • Designed and managed the development of a program that allowed for the visualization of an individual stock’s historical quantitative model ranking. This allowed a better understanding of trends.

• Supervisor of three-person team responsible for managing a tax-efficient equity overlay strategy. The strategy allowed for a customized tax-efficient approach for individual investors that maximized returns and minimized taxes. Responsibilities included generating customized proposals for prospective clients, explaining the investment process to financial advisors and clients, portfolio optimization, equity portfolio trading & rebalancing, tax loss harvesting, order management, monitoring trade execution & cash levels.• Product assets grew from $350 million to $2 billion during tenure.• Helped develop a proprietary account management system that significantly increased the scalability and stability of the system. • Managed software development of a rules-based tax-efficient trading system that significantly reduced the time to build tax-aware block trades. This system significantly enhanced the productivity of the department.• Database administrator of the firm’s CRM system. Designed and managed the migration to a new CRM platform that allowed for enhanced client tracking and reporting. • Developed a process using business intelligence software that gave management the capability to track new sales and commissions.