Sponsorship Committee Chair 2021-2023

-Lead analyst covering application software, infrastructure software, and data analytics and visualization software. Coverage included: Adobe, Blackbaud, Citrix, Guidewire Software, LinkedIn, Microsoft, Oracle, Red Hat, Salesforce.com, SAP, ServiceNow, Splunk, Tableau, Twilio, Verint, Verisign, and Workday.-Served as Associates Coordinator, aiding Associate Equity Analysts in their development by providing training and guidance. Coordinate responsibilities and expectations between Directors of Research and associates.-Drive value for institutional investor clients by providing in-depth, fundamental research and actionable investment ideas.-Member of Morningstar's Economic Moat Committee, responsible for vetting and voting on competitive advantage analyses of all companies under Morningstar's equity research coverage.-Three-time (2016/2017/2018) Morningstar Outstanding Research Achievement award recipient for deep-dive research and investment conclusions on cloud software companies.-Generate investment reports and DCF-based valuation models for enterprise software companies, and meet with institutional and advisor clients to discuss investment ideas and sector outlook.-Have appeared on Bloomberg TV and CNBC; quoted by multiple media outlets including Bloomberg, CNN, CNBC, Investor's Business Daily, LA Times, Reuters, The Deal, The Street, and Tech Target.

-Perform market research on technology stocks in the software as a service (SaaS), telecommunications, data warehousing, big data analytics and consumer technology subsectors.-Have completed proprietary investment research projects on a number of public and private firms including Facebook, Google, Twitter, Teradata, Salesforce.com, and Workday, among others.-Assist senior analysts with developing assumptions and forecasts within discounted cash flow models for a number of technology stocks.-Co-authored the May 2015 Morningstar Technology Observer examining the evolving long-term economics of cloud software companies entitled "The SaaS is Greener on the Other Side: The Economics of Cloud Application Software Companies."

-Performed financial analysis, developed investment theses and maintained coverage on more than 50 stocks in the Technology, Consumer, Energy, Industrial, Utilities and Pharmaceutical sectors spanning China, Japan, Southeast Asia, Europe and North America.-Co-author of Morningstar's Quarterly Market Commentary, providing historical context and an outlook for the market in both the short and long term.-Assisted senior analysts and directors with developing assumptions, discounted cash flow modeling and market research, primarily in the consumer technology industry with products such as smartphones, tablets, wearable tech and PCs.

- Perform research projects revolving around equity, credit and finance, in addition to international financial law- Utilize Morningstar data portals like Direct and Select to analyze equity and credit data.- Foster business relationships with institutions, financial advisors and individual investors.