+ Long/short Technology public equity investing+ Conducted deep fundamental and competitive analysis on 50+ public companies across Software, Services, E-commerce/Marketplaces/Retail, Digital Music/Media, Delivery/Mobility, Video Games, Consumer Branded Goods, and Transportation sub-sectors. + Employed proprietary investment process and information/expert network sourcing in support of identifying and building conviction in points of fundamental differentiation from consensus in order to generate alpha.+ Ideas personally responsible for contributed positively to firm's overall P&L

+ Covered 20+ public retailers and branded consumer products companies.+ Drove all aspects of research process, including primary industry research, detailed financial modeling, comprehensive valuation analyses, co-authoring of company-specific and industry reports, marketing to internal sales force and external client base, managing of relationships with executive management from covered public companies and private retailers, consumer product manufacturers, and financial sponsors across numerous retail subsectors.+ Developed differentiated proprietary research “point of view”. Spearheaded detailed coverage initiation work across home furnishings, grocery/warehouse clubs, flooring, luxury goods, vitamins, outdoor/sporting goods, and pet food specialty retail. Additionally developed stock-specific deep dive analyses.+ Extensive capital markets deal experience. Participated in 8 IPOs and 12 equity offerings raising over $3B in capital. Evaluated numerous retail and consumer products transactions (including retail mergers and LBOs, in addition to branded consumer products growth equity financings).+ Consistent buy side impact. Earned individual votes at key accounts, including Citadel, Fidelity, T. Rowe Price, among others, while driving thousands of minutes of detailed in-person/phone/email client interactions annually.+ Ongoing department leadership. Led experienced hire and on-campus recruiting efforts for the Research department.+ Promoted three times.

+ Led complex customer, channel, and growth strategy analyses in collaboration with senior management and cross-functional teams to develop and execute solutions to clients’ most challenging business problems.+ Deep industry experience across telecom/media/technology and retail, in addition to academic research in support of the published work, Innovator's Manifesto.+ Achieved “1” rating (top 10% of all Business Analysts) every review; member of the National BAAC (Business Analyst Action Committee; top 20 Business Analysts in the U.S.)+ Promoted to Consultant.