• Evaluated the strategic and financial merit of proxy contests, shareholder activism campaigns, M&A deals, and other complex shareholder matters at public companies across all industries and markets• Provided in-depth analysis and voting recommendations for institutional investors, including many of the world's largest asset managers, mutual funds, pension plans and hedge funds• Evaluated the claims made by activist investors and the defenses made by companies during proxy contests and issued influential opinions recommending an appropriate outcome for shareholders• Scrutinized the strategic and financial rationale of M&A deals and corporate transactions, performed independent valuation analysis, verified business logic, inspected deal process, and identified concerns• Assessed the oversight responsibilities, governance policies and composition of corporate boards, and the qualifications and suitability of incumbent directors and new candidates, and identified concerns• Engaged regularly with corporate directors and executives, asset managers, activist investors, director candidates, activism advisors, analysts and journalists to discuss situations, practices, trends and policies• Represented Glass Lewis and its research team publicly as a frequent panelist and speaker at industry conferences, forums and working groups• Published approximately 200 research reports per year as lead analyst and writer, including 15 to 20 per year opining on contested director elections and contested M&A transactions• Led the research process and issued voting recommendations on pivotal proxy contests at Exxon, ADP, Campbell's, DuPont, Bristol-Myers/Celgene, Ritchie Bros/IAA, Canadian Pacific, Kansas City Southern, Masimo, Hasbro, Darden, Buffalo Wild Wings, Dell, Tegna, Cigna/Express Scripts, and Dollar Tree/Family Dollar

• Performed deep-dive analysis uncovering hidden or underappreciated risks at public companies and prepared research reports that generally targeted story stocks, fads, frauds and failures• Applied bottom-up, fundamental analysis focused on business strategy, accounting methods, earnings quality and governance structure to distinguish between the bull-case narrative and the financial reality• Provided analysis and findings to hedge funds for short-selling ideas and to long-only funds for diligence and engagement purposes• Managed and generated content for a proprietary web-based equity research tool utilizing quantitative techniques to rank risk levels at public companies• Developed and oversaw data collection process and served as the primary analyst and writer of dozens of research reports examining various accounting and financial-reporting issues at public companies• Published first-time, all-inclusive reports detailing the thousands of earnings restatements, internal-control weaknesses, auditor changes, delayed SEC filings and backdated stock options that followed the wave of corporate scandals in the early 2000s