Responsible for business generation and revenue performance related to stock research, analyst access, corporate management meetings and idea generation. Present daily research and stock ideas across a diverse research coverage list, long and short, to over 100 hedge and mutual funds to assist with security selection for their client portfolios across a multitude of strategies. Responsible for coordinating Non-Deal Roadshows, Industry Expert Calls, and Conference Meetings with institutional investors and executive management teams of publicly traded companies.

- Responsible for distribution of stock research on a daily basis to hedge funds and mutual funds - Presented stock ideas, long/short, to hedge and mutual funds in New York, Chicago, Boston and Denver- Coordinated meetings with executive management teams and institutional investors of publicly traded companies ranging from $500M-$13B in market cap- Responsible for revenue collection for stock research, analyst access, corporate management meetings and idea generation

-Conducted periodic market research to support sell-side research on medical technology stocks-Responsible for the building and maintenance of company specific and industry models-Composed and presented research reports inclusive of financial analysis, stock valuation, market research data and investment recommendations-Obtained licenses and passed exams for the Series 7, Series 63, Series 86, and Series 87