Serve as the senior investment expert to the firm. Accountable for the safekeeping and growth of client market-based and private investments

The Charlotte Economics Club’s mission is to provide leadership in the use and understanding of economic information and industry trends that affect our region’s economic growth. We are a local chapter of the National Association for Business Economics (NABE). The NABE has 24,000 members and provides a vital link between business economists and those who provide services to them.

• Authored buy/sell/hold investment recommendations on covered companies and industries to be published and distributed throughout Wall Street and buy-side clients.• Expertise of multiple global industries and markets as they pertain to our specific coverage of stocks. Emphasis on semiconductor industry. Responsible for financial modeling, identifying and analyzing growth trends, sales channels, supply chains, business verticals, component vendors, market share, market penetration, total addressable markets, etc.

Supported option traders, equity traders, and program traders in a high risk environment on Bernstein’s brokerage trading floor during the financial crisis. The desk traded approximately $1 billion worth of equities daily

• Interpreted and enforced banking laws set forth by the U.S. Government. • Performed financial analysis of bank capital, earnings, interest rate risk, liquidity, and asset quality at multi-billion dollar institutions.• Training included financial statement analysis, law interpretation, presentation skills, bank accounting, 10-K 10-Q analysis, bank peer group analysis, bank stress testing.