Model future financial results based on historical data and current market trendsRecommend investment ratings and targets on all 12 air freight and equipment leasing companies in our coverage universeAssess management’s business plans to determine viability and predict future threatsIdentify issues and write in depth reports detailing the effect on the company’s future performanceCommunicate thesis and company facts with outside parties through presentations and written meansIdentified two container leasing companies with insufficient earnings power to maintain their current dividend policy

Utilized fundamental research and forensic accounting to propose short investment recommendations for institutional investorsMonitored earnings and company conference calls for trends and outliers in TMT quarterly company performanceIdentified short investment opportunities each quarter based on a review and analysis of over 40 quarterly company filings Created qualitative and quantitative screens in FactSet to analyze companies in the TMT sector that would have difficulty meeting analyst estimatesInterviewed senior financial management on quarterly results, financial statements, and fundamental trendsWrote investment reports detailing investment recommendations and findings that were distributed to institutional investors

Analyzed a list of 5 initiated stocks ($350M- $4B market cap) as a lead industrial technology analyst to institutional investors (AUM $50M-$3T) and to an internal 40-person sales forceScrutinized financial statements of covered companies and researched industry trends to construct forecasts and valuation models, ultimately leading to recommendationsDeveloped relationships with C-Level management through discussion of investment recommendationsOrganized and attended non-deal road shows, allowing C-level management teams to meet clientsPerformed individual projects to supplement investment research to meet client’s due diligence requestsCultivated relationships with clients and communicated research findings that resulted in profitable investment ideas for clients’ portfoliosSeries 7, 63, 86, 87 Licensed

Selected to associate training program and received a full time promotion after completion of the two year programReviewed and maintained counterparty credit risk assumptions of US Loss Given Default ModelMonitored past due credit reviews and ensured they were implemented on a timely basisImplemented a model to forecast and monitor credit and operational risk using relevant indicators following discussions with business leadsInvestigated past loss and incident data for patterns and determine ways to prevent future occurrences

• Handled daily operations of Student Center from reservations to answering and directing questions about the University• Acted as a laison between school officials and student groups for on campus events• Represented the school in a positive manner to prospective students when the Admission Center was closed

• Developed an understanding of financial statements preparation and presentation• Executed a year-end audit for a hospital client• Performed sophisticated analysis of McCormick and Company’s internal controls• Conducted interviews with employees about their performance of controls to test efficiency• Offered full time employment at end of successful summer internship

• Created and implemented audits of the billing systems effectiveness• Analyzed and found weak points in the billing system• Updated audit reports to be shown to managers