Lead Technology Research Analyst focused on SaaS, Cloud Infrastructure Software, Server, Storage, and Networking sectors for national institutional buy side client base.Marketed proprietary long and short investment themes & ideas for Large, Mid and Small cap universes across Growth, GARP, Core, and Value investment disciplines, conducting unique high frequency ( quarterly ) one-on-one & group marketing meetings with national client base.Ideas generated by proprietary modeling and valuation analysis through in depth review of financial statements, SEC documents, third party surveys, company visits, and conference calls. Ongoing analysis includes routine monitoring of covered and related companies’ quarterly earnings calls, regulatory filings, investor analyst events and industry conference attendance.Unique and detailed knowledge of relevant software, firmware, and hardware aspects of Enterprise Software, Storage, Server, and Networking sectors, including working knowledge of related supply chain, components, and SaaS/cloud technology delivery models.

Marketed boutique Investment Banking firms's technology-specific research and banking transactions.Established and built new revenue streams with top-tier west coast-based asset managers. Led the marketing of Lead- and Co-managed IPOs, PIPEs, and Secondary offerings to account base

Marketed Lead- and Co-managed IPOs, PIPEs, and Secondary Offerings to Institutional Asset Managers. Marketed Firm Research, as well as recommended long, short, and pair trade investment ideas that spanned numerous industry sectors including technology, telecom, internet, media, healthcare, retail, and defense to diverse client base, spanning Momentum, Growth, GARP, and Value investment styles across all market caps.