Chuck Thomas Email & Phone Number

Stamford, CT, US

Stamford, CT, US

Support institutional asset managers by leveraging the Gartner and Gartner Invest platforms. Uncover opportunities in the technology sector.

New York, New York, US

Provide research coverage for technology, media and advertising.Extensive company and industry modeling.Written and oral buy and sell recommendations for the portfolios and individual clients.Develop broader investment themes for covered sectors.Assess impact of holdings on the overall portfolio.Work closely with client account managers on individual.

One of two analysts supporting senior portfolio manager on to technology funds. Responsible for the communications equipment as services sectors as well are select areas within software.Primary portfolio outperformed benchmarks in 2000, 2001 and 2002. Ranked in the 1st quartile for all technology and science funds for the five years ending 2003.

AMS manufactured power supplies for cellular phones. I ran the company's Brazilian operations by creating a virtual corporation. I used contacts developed as an equity analyst to create a manufacturing partnership with Flextronics in Sao Paulo and Gradiente in Manus. This enabled AMS to bring in Motorola Brazil and Nokia as major customers. Drove $22mm in.

Managed 12 analysts (plus support staff) in three locations: San Francisco, New York and Boca Raton. Successfully recruited more senior and qualified analysts. Increased both trading and corporate finance revenue. Standardized internal processes from research production, morning call and customer support.

Established the firm's presence in the technology sector. Generate more than $3mm in commission revenue. Participated in a wide range of corporate finance transactions including IPO, secondary, M&A, divestitures and fairness opinions.

Coverage included the communications (equipment and services), computer hardware, peripherals, semiconductors, and electronics industries as well as banking and financial services. Utilized quantitative and qualitative methods to estimate company and industry growth rates, earnings, and cash flows.

Analyzed the telecommunications (equipment and services) and computer (hardware and software) industries as well as banking and financial services. Worked closely with portfolio managers to construct client portfolios.

Provided oversight for technology transfer, training and economic development projects. Worked extensively in Arabic with Saudi counterparts from a variety of government Ministries and agencies. Developed and monitored project budgets.

AIIA proved educational and cultural outreach programs to US government agencies, businesses and schools. The firm's mission was to increase the understanding between US entities and their Arab Muslim counterparties. I was responsible for fundraising and project finance.

Developed and presented cross-cultural training program for new and in-country volunteers. Managed two training cycles including site selection, facilities management/negotiation, staff supervision and general trouble shooting.Taught special needs students and worked with their families. All work, written and oral conducted in Tunisian Arabic.

Msia, Finance And Marketing

Certificate, Arabic And Islamic Studies

Certificate, Arabic

Ba, Foreign Service, Interational Relations