1) Conduct long, intermediate, and short-term technical analysis for US equity market with an emphasis on price patterns, relative strength, and volume, breadth, and momentum indicators to generate investing and trading ideas in sectors, industries, and individual stocks as well as in the global equity, fixed income, commodities, and foreign exchange markets.2) Build spreadsheets and technical models based on volume, breadth, relative strength, fundamental ratios, and/or correlations to analyze broad stock market averages, sectors, industries, and individual stocks as well as fixed income securities and yields, foreign exchange rates, commodities, and economic data.3) Conduct a weekly market analysis conference call for Global Wealth Management advisors with a focus on an analysis of and trading ideas in the US equity, fixed income, commodities, and foreign exchange markets.4) Provide analysis and written commentary for the widely read weekly Market Analysis Comment, daily Chart Talk, Thematic Stock Charts, Monthly Chart Presentation, and Chart Blast reports.5) Present technical research and market analysis – both major themes and short to intermediate-term trading/investment ideas – to BofA Merrill Lynch’s institutional equity sales/trading desks, Global Weath Management's retail sales force of over 16,000 financial advisors, and directly to the firm’s institutional clients through morning call / morning huddle presentations, e-mail, telephone conversations, and face to face meetings.

Conducted fundamental equity research on small-cap companies, published initiation and update reports, and presented ideas to retail and institutional sales and trading. Built and maintained financial models; forecasted revenues, earnings, cash flows, and other financial metrics; and generated valuations based on price to earnings, enterprise value to EBITDA, and/or other financial ratios. Engaged in rigorous due diligence for a company by studying SEC filings, participating in conference calls, analyzing competitors and major customers, and interviewing key corporate executives and industry specialists.

Performed fundamental research and published reports on small-cap stocks for institutional clients. Built and maintained excel models to forecast revenues, earnings, and cash flows. Generated valuations using price to earnings, enterprise value to EBITDA, and/or other financial ratios. Examined SEC filings, participated in conference calls, and interviewed key corporate executives and industry specialists

Provided analysis and trading strategies for US Treasuries, equity indices, foreign exchange, and commodities to over 2000 financial institutions in more than 60 countries through Reuters, Bloomberg, and the Internet (informagm.com). Supervised technical analysis content for the US Treasury market product, which generated $8 Million in annual revenue, and coordinated delivery of analysis with senior technical analysts in London and Singapore. Quoted in the financial media (Reuters, Dow Jones, etc.)

Wrote daily technical research reports for retail sales and the trading desk that focused on intermarket analysis and trading strategies for US equities and presented investment ideas in weekly conference calls with retail sales. Maintained excel models of financial statements, provided fundamental analysis on companies in the firm’s equity universe, and communicated recommendations to retail sales and other analysts in the research group. Formulated customized asset allocation strategies for retail brokers and client portfolios. Developed a proprietary technical trend ranking system and produced tutorials called “Tech Speak 101.”

Prepared technical reports on U.S. Treasury securities and related markets. Assisted with marketing, customer support, and new product development. Helped launch a new product focused on the US equity market.

A small brokerage firm, where I co-managed a joint client book with a partner of the firm, prospected for new business, and trained new brokers.