Williams Capital, ABN AMRO Bank N.V., Bain & Company
Experience
Edison Investment Research
Senior Equity Research Analyst
Edison Investment Research
June 2015 – Present (2 years)Greater New York City Area
Provide research coverage on small and mid-cap names across several industries.
Coordinate with senior partners on business development and participate in pitch meetings
• Won, strengthened or upsold five of six client accounts within first nine months.
• Research coverage and relationship built led to new $120k pa investor relations contract for confectionary company.
Investor Relations Partners
Senior Vice President, Account Supervisor
Investor Relations Partners
2014 – Present (3 years)
Strategize and produce investor relations programming for small-cap publicly traded companies including investment profiles; shareholder letters; press releases; conference call scripts and other written products.
Investment Research/Investor Relations Consultant
35 Mason Insights
2010 – Present (7 years)Greater New York City Area
Build and execute research and investor relations content across multiple industries (healthcare, consumer, technology) and clients across multiple delivery platforms and audiences – industry professionals, retail and institutional investors; Work includes investor communications (press releases, investor decks and scripts) written reports (short and long-form), special research content, case studies and event programming.
Selected Clients:
Global Association of Risk Professionals - Educational Content Producer
Bloomberg Institute - Finance and Accounting Subject Matter Expert
Edison Investment Research - Senior Analyst
Investor Relations Partners - VP Investor Collateral
Kaplan, Inc - Finance and Accounting Subject Matter Expert - CAIA/CFA Programs
PropThink, LLC - Healthcare Analyst
The M&A Advisor - Editor/ Content Director
The Glass Hammer - Financial Reporter
Williams Capital
Principal - Senior Healthcare Analyst
Williams Capital
2005 – 2010 (5 years)
ABN AMRO Bank N.V.
Vice President, Equity Research -- US Pharmaceuticals and Healthcare
ABN AMRO Bank N.V.
2002 – 2004 (2 years)
Bain & Company
Consultant
Bain & Company
May 2000 – October 2001 (1 year 6 months)
Lehman Brothers
Vice President -- Senior Healthcare Services Analyst (HMOs, PPMs)
Lehman Brothers
1997 – 1999 (2 years)
Morgan Stanley
Vice President, Equity Research - Senior Healthcare Services Analyst (HMOs, PPMs)
Morgan Stanley
1995 – 1997 (2 years)
SunTrust Robinson Humphrey
Vice President, Equity Research -- Healthcare (HMOs. Medical Devices)
SunTrust Robinson Humphrey
1992 – 1995 (3 years)
VP - Equity Research - Generalist
ForstmannLeff
1990 – 1992 (2 years)
Managing Editor - America's Fastest Growing Companies
John S. Herold
1986 – 1990 (4 years)
YOW Price at posting:
42.0¢ Sentiment: None Disclosure: Held
(20min delay)
