Provide R&D, process & financial consulting services to CPG food companies. Projects include:- Assisted the launch of superfood latte company including financial modeling, copacker arrangements, setup of fulfillment and overall operations support. - Provided R&D and SOP for cracker product that had existing benchtop recipe- Provided R&D, recipe development and SOP for two SKUs @ plant based snack food company

- Equity research, Networking Technology (followed companies from Wi-Fi to optical components) & Internet (focused on eCommerce)- Formulate investment ideas and write company/industry research reports to support these ideas. - Articulate and discuss investment ideas with investors and institutional sales force. - Maintain contact with public and private company management. - Create and maintain company and industry models.

- Consulted public company CFO/IROs in the oil and gas space on their investor relations efforts.- Helped to develop investor roadshow lists by focusing on investors whose thesis matched the fundamental profile of client companies. - Conducted buy-side perception studies