• Conduct fundamental research on up to 15 energy stocks including modeling, forecasting, and determining whether clients should buy, hold, or sell shares• Subject matter expert for the energy sector (primarily oilfield services, midstream, drilling, equipment, and refining) with control over the firm's messaging and positioning in client portfolios along with providing advice on both the general energy sector and non-covered energy stocks• Communicate with financial advisors and clients by hosting conference calls, speaking at in-person meetings with up to 300 attendees, hosting webcast presentations and recording marketing videos along with being available 24/7 to answer questions via phone or internal messaging system• Market Firm’s brand and message by communicating with media (Bloomberg, Reuters, Houston Chronicle, etc.) and teaching a class on equity research annually at Washington University in St. Louis• Write research reports on companies under coverage along with broad industry overviews and marketing pieces that are available to all financial advisors and clients• Various major contributions to the research department including automating processes to increase efficiency and improving research quality across analysts in order to improve client outcomes

• Identified investment opportunities for the energy and utilities teams by gathering and analyzing data and conducting statistical analysis to determine the primary drivers of stocks• Answered complex inquiries from financial advisors and clients that involved researching the energy and utilities sectors and specific stocks• Researched the energy sector to become a subject matter expert before being promoted to analyst

• Managed and provided technical assistance to teams of engineers in India and China working on outsourced server and storage projects including hardware design, testing, and customer support troubleshooting• Continuously trained a diverse set of outsourced engineers to use HP hardware due to high turnover• Selected to work on a cross-functional, cutting edge project spanning 33 teams• Audited outsource partners to measure their performance and provide feedback to upper management

• Assisted upper management with risk management and risk mitigation related to new product launches and product updates• Developed and maintained relationships with partner companies to facilitate new product launches• Resolved customer specific issues involving HP storage and computer networking products