Experience

The Benchmark Company, LLC.

• United States
• Financial Services
• 1 - 100 Employee

• Senior Analyst

  • Mar 2021 - Present

  New York City Metropolitan Area



TIAA

• United States
• Financial Services
• 700 & Above Employee

• Senior Director

  • Jan 2003 - Jan 2021

  New York, New York, United States Lead manager of a $1.2 billion domestic and European sector fund consisting of transportation, defense, aerospace and building products companies in the Russell 1000 and MS World Indexes. Previously managed a fund consisting of IT Services and hardware companies. Generate investment ideas to portfolio managers for a broad range of equity strategies. Investment decisions are made after extensive industry analysis, company models, written reports and presentations have been conducted. Developed… Show more Lead manager of a $1.2 billion domestic and European sector fund consisting of transportation, defense, aerospace and building products companies in the Russell 1000 and MS World Indexes. Previously managed a fund consisting of IT Services and hardware companies. Generate investment ideas to portfolio managers for a broad range of equity strategies. Investment decisions are made after extensive industry analysis, company models, written reports and presentations have been conducted. Developed and maintained strong relationships with covered company managements and advised CEO's, CFO's and IR professionals on how to ensure transparency and accountability to investors. Show less