Sector coverage of the entire Healthcare Industry for four portfolio managers covering small, mid and large cap companies and growth / value investment strategies with over $1 billion in assets under management. Maintained a universe of about 70-90 companies including ownership of 15-20 companies. • In six full years of performance, outperformed benchmarks in three years (annual premium to benchmarks in a range of 160bp to 800bp). Performed in-line with benchmarks in two of the six years.• Performed fundamental research and idea generation within the healthcare industry of small, mid and large cap companies by building product and company models, meeting with management teams, determining valuation and making investment recommendations. • Covered the Energy industry with Medical Devices (2006-2008) and substantially outperformed market averages by maintaining a disciplined investment approach and managing risk during the commodity and market crisis of 2008. Organized several industry outlook meetings to educate and communicate investment ideas and strategies to Portfolio Managers, Director of Research and Chief Investment Officer.

Part of a centralized equity research group responsible for managing PNC’s Advantage Portfolios (core, growth and value). This group acted as the research arm, supporting existing holdings and providing new ideas to the bank’s 100+ investment advisory force.• Sector coverage included Medical Devices and Energy. Responsible for generating new ideas and supporting existing holdings through fundamental research including earnings, balance sheet and cash flow forecasting and analysis. • Developed and maintained earnings and valuation models for companies under coverage. Maintained market and sector ratings, earnings estimates, high / low price targets and long-term growth rates for all companies within sector responsibility and owned in the PNC system.

Worked on a portfolio management team of four, responsible for managing nearly $2b within a concentrated growth mandate.• Responsible for identifying and analyzing company products or services that drove earnings growth and led to superior returns. Analyzed company business models relative to market position and competitive environment to determine if growth objectives and consensus expectations were achievable.• Monitored investment opportunities in all healthcare sub-sectors (e.g. pharma, biotech, healthcare services, medical devices, etc..) to determine relative weighting and investment opportunities based on company and / or macro drivers.

Implemented a comprehensive risk management program including a management information reporting structure for the Retirement Services business within Trust and Investor Services.

Designed and developed audit plans over Prudential Healthcare functions and Prudential Investment businesses, products, and regulatory environments. Including managing teams, developing comprehensive audit programs and communicating (verbal and written) results to business unit management.