Experience

The Consello Group

• United States
• Financial Services
• 1 - 100 Employee

• Vice President

  • Apr 2023 - Present

  Research and Advisory Research and Advisory



Barclays Corporate & Investment Bank

• United States
• Financial Services
• 700 & Above Employee

• Vice President Equity Research

  • Jun 2021 - Apr 2023

  Software - cybersecurity, design and vertical software - top ranked team in SMID software by Institutional Investor Software - cybersecurity, design and vertical software - top ranked team in SMID software by Institutional Investor



BMO Capital Markets

• Canada
• Investment Banking
• 700 & Above Employee

• Senior Equity Research Associate

  • Dec 2019 - May 2021

  Internet - social networks, advertising technology, ecommerce and online dating Internet - social networks, advertising technology, ecommerce and online dating



Macquarie Group

• Australia
• Financial Services
• 700 & Above Employee

• Senior Equity Research Associate

  • Aug 2016 - Nov 2019

  Software - enterprise applications and cybersecurity Canada Tech (prior coverage) - enterprise software / hardware, IT services, ecommerce and blockchain Software - enterprise applications and cybersecurity Canada Tech (prior coverage) - enterprise software / hardware, IT services, ecommerce and blockchain



CI Global Asset Management

• Canada
• Investment Management
• 700 & Above Employee

• Junior Analyst, Global Equities

  • May 2015 - Aug 2015

  Global Equities Tech Global Equities Tech



RBC Global Asset Management

• Canada
• Investment Management
• 700 & Above Employee

• Junior Analyst, Global Equities

  • Jan 2015 - Apr 2015

  US and Global Equities Generalist US and Global Equities Generalist