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Credentials

  • NASD Licenses
    -

Experience

    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Managing Director
      • Sep 2021 - Present

      Managing Director and Sr. Equity Analyst responsible for research coverage of the enterprise software sector. Follow a universe of small and mid-cap software companies including SaaS/cloud and traditional on-premise vendors in the applications, engineering and infrastructure software sectors. Managing Director and Sr. Equity Analyst responsible for research coverage of the enterprise software sector. Follow a universe of small and mid-cap software companies including SaaS/cloud and traditional on-premise vendors in the applications, engineering and infrastructure software sectors.

    • Business Consulting and Services
    • Director of Equity Research and Enterprise Software Analyst
      • 2007 - Sep 2021

      Director of Equity Research and Senior Analyst responsible for the enterprise software sector. Cover a universe of 15-18 companies including both SaaS and traditional on-premise vendors in the applications, engineering and infrastructure software sectors. Supervisory analyst responsible for editing and conducting regulatory compliance reviews of all analyst reports on a daily basis. Built the firm's research platform, including the research strategy, operational policies and regulatory processes. Designed the firm’s research notes and morning call report layout. Implementing an automated research publishing and distribution system to institutionalize process and regulatory changes. Show less

    • United States
    • Investment Banking
    • Research Analyst and Supervisory Analyst
      • Jun 2006 - Jan 2007

      Followed a dozen mid-cap software companies. Supervisory analyst responsible or editing and approving all research reports from all analysts on a daily basis. The department was disbanded shortly after it was built up, following a major strategy shift driven by changes at the bank's Tel Aviv headquarters. Followed a dozen mid-cap software companies. Supervisory analyst responsible or editing and approving all research reports from all analysts on a daily basis. The department was disbanded shortly after it was built up, following a major strategy shift driven by changes at the bank's Tel Aviv headquarters.

    • Investment Banking
    • 700 & Above Employee
    • VP, Equity Research
      • 2000 - 2006

      Sr. Sell-Side Equity Analyst covering as many as 14 companies in the Enterprise Software sector. Sr. Sell-Side Equity Analyst covering as many as 14 companies in the Enterprise Software sector.

    • Netherlands
    • Business Consulting and Services
    • 700 & Above Employee
    • Manager, SAP Consulting Practice
      • 1997 - 2000

      Redesigned corporate supply chain processes and implemented ERP and supply chain management software for multinational chemical manufacturers. Managed a team of technology consultants, programmers and business personnel. Redesigned corporate supply chain processes and implemented ERP and supply chain management software for multinational chemical manufacturers. Managed a team of technology consultants, programmers and business personnel.

    • Chemical Manufacturing
    • Project Manager and Plant Manager
      • 1992 - 1997

      Part of an enterprise-wide business re-engineering and SAP implementation team. Former plant manager in the chemical industry, responsible for 90 employees in production, distribution and customer service. Responsible for the plant’s capital budget and operating budget. Part of an enterprise-wide business re-engineering and SAP implementation team. Former plant manager in the chemical industry, responsible for 90 employees in production, distribution and customer service. Responsible for the plant’s capital budget and operating budget.

Education

  • University of Pittsburgh Katz Graduate School of Business
    MBA, Finance
    1990 - 1991
  • Geneva College
    BS, Chemical Engineering
    1983 - 1987

Community

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