Trey Morrish Email & Phone Number

Pinellas Park, FL, US

Tampa, Florida, United States

• Conducted multi-year market research and analysis on the Tampa and Saint Petersburg housing markets.
• Delivered high-quality presentations to management, effectively communicating the state of the local housing market and its positioning within it on a weekly basis.
• Fixed and updated the company's competitive analysis dataset that I built in 2020.

• Brought in to stabilize research product, conduct financial analysis, and rebuild the research team after the abrupt departure of all members in support of my former boss, Stephen Kim
• Coverage area, boss, workload, and responsibilities similar to those in 2016-2020 at Evercore ISI.
• Enhanced research quality by implementing rigorous data analysis techniques and creative methodologies.
• Streamlined data collection processes for improved efficiency and accuracy in research projects.
• Trained multiple junior team members with varied levels of experience
• Conversed regularly with C-suite and local operators to understand market dynamics and formulate investment theses

• Lead investment committee meetings where my analysis directly influenced capital allocation decisions.
• Developed and implemented data-driven approaches to identify trends through a map-based interface that identifies competitors' actions and major input costs before new products were brought to market
• Supervised and supplied land acquisition specialists with best practices, data, and financial models to better evaluate their offers to lot sellers
• Analyzed and evaluated market expansion opportunities, which resulted in the company opening operations in two new markets

Tampa, Florida, United States

New York, New York

• Coverage Area: U.S. Building Products, Homebuilding, and Distribution supporting Senior Managing Director Stephen Kim
• Lead analyst on 6 stocks (2018-2020), and supporting analyst on 16 stocks (2016-2020)
• Provided actionable insights for investors through comprehensive industry analysis and stock recommendations.
• Regularly communicated with investors on investment themes, breaking news, and stock recommendations, among other topics
• Built financial models to forecast industry trends, company earnings, valuations, and risk assessments with the goal of developing bottoms-up investment theses on companies
• Frequently conversed with public and private company management teams at the C-Suite level

New York, New York

• Coverage Area: U.S. Building Products and Homebuilding supporting Managing Director Stephen Kim
• Analyzed earnings releases, financial filings, and operational data to develop bottoms-up thesis on companies
• Communicated with clients on numerous occasions with topics ranging from breaking news on companies to IPO teach-ins
• Formulated stock recommendations and co-authored in-depth company and industry reports
• Participated in several due diligence sessions for IPOs

Buffalo, New York

- Coverage: Homebuilding, Building Products, and Real Estate- Contributed to the research team through modeling, writing research notes, and taking part in quarterly conference calls with covered companies

Cleveland/Akron, Ohio Area

Coverage: Orthopedic Implant Manufacturers and Medical Device Manufacturers

Jacksonville, Florida Area

I served as team member and leader for groups of 10 members in year long intervals as well as established and led weekly meetings of 25 to 40 members

Jacksonville, FL

• Analyze incoming information to provide accurate and consistent data to clients
• Operate proprietary internet-based performance reporting application
• Conduct quarterly audits of account holder performance reports
• Communicate and coordinate with other internal groups to provide industry leading service to clients
• Assist with system and product development enhancements

Location: Bradenton, FL

Specialized Masters In Business Finance, Investment Management

Activities and Societies: VP of Specialized Masters in Finance Association, My Fisher Grad Life blogger, Fisher Graduate Finance Association

Bba, Finance & Economics

Activities and Societies: Delta Upsilon Fraternity, Finance and Investment Society, Younglife, occasional tutoring