✧ Drive Placer's brand awareness through creating novel, timely, and impactful thought-leadership pieces for company disseminated content and the financial press. Create product use cases that answer vital insights to inform clients on strategy, investments, and competitor intelligence. Produce market, industry, and economic analysis and resulting whitepapers. Produce industry weeklies of the same, including company earnings releases and investor updates. All based upon a quant analysis of our 1P datasets and 3P datasets, company financials/results, and SME interviews, and leveraging my 20-year tenure as a Wall Street analyst and significant institutional investor in consumer-related industries.✧ Subject Matter Expert (SME) of consumer-related industries for internal and external constituents. Assist Sales with prospect targeting and collateral to demonstrate tailored insights and use-cases to prospect’s unique business needs and strategy, resulting in closed deals and broadened stakeholder buy-in (C-suite, strategy, real estate, and marketing). Assist customer support managers with collateral and insights on customer’s: 1) customer / industry trends, and 2) competitive, business performance, and strategic priorities / opportunities in order to drive client engagement, value, and commitment, especially for strategic accounts.

✧ Produce answers to the questions, "What should we do?" "Why?" and "How?" Leverage my eighteen years of experience as an industry, company, and economic analyst, and investor in consumer-related industries. Draw upon my extensive knowledge of consumer brands, retail, media, telecommunications, internet services, consumer tech, and consumer financial services. ✧ Produce differentiated and insightful market, strategic, valuation, and M&A analyses. Discriminating and value-additive advisory work on corporate strategy communication and messaging, and financial reporting.✧ Investment due diligence for client (a large family office) of large public and private market transactions, including the SPAC market and the FO's SPAC.✧ Produced industry overview series (SME interview-based) for two leading expert networks, including: 1) 5G and the wireless industry, 2) circular retail and resale, 3) subscription retail, 4) retail tech and return logistics, and 5) wearables. Areas of Practice• Financial and Commercial Due Diligence • Market Analysis (size, segments, growth, and dynamics)• Industry Analysis• Strategy Development and Review• Competitive Intelligence• Financial Analysis and Forecasting• Financial, KPI, & Objectives Review• PE & Corporate Acquisition Screening, Evaluation, and Due-Diligence• SPAC Structure and PositioningInvestment Analysis and Valuations• Corporate Development• Mergers & Acquisitions• Economic Research• Investor Relations and Communication• Project Planning & Management

✧ Formed a RIA and launched a novel concentrated, long-only core-equity strategy. The strategy started on January 13th, 2017 and through 2018 it produced 25.4% (net) in return versus the S&P 500 ® TR index’s 14.6% with a 0.95 beta, GIPS-complient. ✧ Recruited three partner-employees, completed the legal & regulatory requirements, designed the business processes, created the marketing materials & plans, created the budgets & forecasts, and sourced & retained the external service providers (data, research, legal, IT, regulatory compliance, etc.).✧ Marketed product to over 200 investment consultants, family offices, and high-net-worth investors, i.e. high-complexity business development and high-touch, long-cycle, high-diligence enterprise sales.✧ Approached the challenge believing that achieving different investment results requires taking a different approach--a tight alignment of interests, focus, and simplicity. Inflection had a novel strategy given: 1) that we employed both firm and strategy simplicity to allow us a competitively advantaged amount of time to focus on investment performance, 2) our mid- to long-term analytical and investment horizon was based upon thorough, differentiated investment views and it was beyond the scrum of near-term data point arbitrage, and 3) we employed a novel screening process that historically yielded a significant benefit to investment returns.

✧ Senior consumer sector analyst and member of the US large-cap growth equity team of Cornerstone Capital--a boutique acquired by NYLIM. Primary coverage of consumer tech, media, telecom, internet services, retail, consumer brands, and CPG, with a panoramic cross-industry and globally holistic point-of-view. Additionally, contributed to the firm's L-S product.✧ Actively engaged with prospects and clients; in close collaboration with colleagues in sales and marketing (i.e. cross-functional relationships, consensus building, and influencing), helped grow product assets under management (AUM) from nil to $5B and grow Cornerstone’s AUM from $50M to over $16B. ✧ Produced +16.2% annualized returns vs. +10.0% for the market from 2006 to Q4’16. This performance ranks in the top-10% of all US large-cap growth equity managers during the period. These best-in-class returns stem from successful assessments of company strategy and selecting those companies that had the correct strategic plan and the assets to succeed in their plans, and tracking the plan along with market conditions.✧ Primary research in coverage industries (over 100 names). Conducted market research utilizing 3rd party data providers (U.S. Gov, Euromonitor, NPD, IRI, and Nielsen), industry experts interviews, financial reports and communications, and feet-on-the-street work. Research synthesized into market, industry, financial, and valuation models, and M&A analysis for actionable insights. Extensive FDD / CDD.✧ Created hundreds of investment presentations / reports on covered companies and industries (ex. the forthcoming consolidation in media), consumer trends, and country-level reports (China’s forthcoming slowdown in ‘13 and Brazil's forthcoming crises in ‘15). ✧ Stock relative performance evaluations and business performance benchmarking (absolute and relative) were also fundamental to the job. Translated this analysis into recommendations that generated the noted superior investment returns.

✧ Generalist research analyst. Substantial investor returns ($B) made from owned recommendations of AZO, EBAY (the opportunity of two-sided marketplace at scale), GOOGL (the nature of search advertising), and GILD (foresaw how its drug Truvada would significantly increase the HIV treatment market by fostering compliance and AIDS survivorship, and thus, more customers).✧ For the mentioned did / contributed the commercial and financial due diligence and forecasting / valuation✧ Member of the large-cap growth team stewarding $89B in AUM at peak.✧ PM for the Focus Blend product, a $125M in AUM, long-only concentrated equity strategy.✧ Organized and moderated the nearly weekly visits by C-Suite Fortune-100 leaders to our team.

✧ Prior to Alliance was a Design/Development Engineer, incl. at 2 med-tech start-ups, followed by 2 years as a VC analyst at Sherpa Partners. ✧ As an engineer & project manager and Myocor’s 5th employee, played a key role in the growth of the company by helping drive the technology development and successfully meeting milestones for the company’s implanted device to treat congestive heart failure.✧ Responsible for the implant design and working in close collaboration with colleagues in manufacturing, quality assurance, regulatory, and marketing. Responsibilities included user analysis/modeling, contextual inquiry, SME interviews, product definition, product scope, sourcing, prototyping, and product testing. ✧ As an engineer & project manager and ACIST's 4th employee was instrumental to the successful development of ACIST CVi system and its disposable product (a dye delivery system for angiograms). Product sales of 1M units annually, generate nearly $300M in annual revenue and support over 400 FTEs.✧ Responsible for the medical disposable and working in close collaboration with colleagues in hardware, software, UX, manufacturing, QA, regulatory, marketing, and finance. Responsibilities included user analysis/modeling, contextual inquiry, SME interviews, product definition, product scope, sourcing, costing, prototyping, and pilot productions.✧ Prior to these start-ups, worked as a design engineer at S.G. Hauser--an award-winning industrial design consulting firm and a contemporary to Frog and IDEO. Worked on multiple consumer, medical, and commercial client product development programs, most of which were medical instruments and electronic equipment (for example, servers, PCs, monitors, and printers). Collaborated with colleagues in industrial design, and client-counterparts in HW, SW, manufacturing, QA, regulatory, and marketing for the UX and other requirements/attributes.

Research economist in support of litigation related to labor disputes, environmental damage, anti-trust, economic damages from intellectual property disputes, and many other issues. Worked under the predecessor to Berkeley -- LECG. Prior to LECG, did the same work for NERA.