Bio
Experience
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Wellington Management
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Greater Philadelphia Area
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Equity Research
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Jan 2019 - Present
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Greater Philadelphia Area
Managing Director, Value Portfolios
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Capital Group | American Funds
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Greater Los Angeles Area
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Equity Research
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Nov 2013 - Dec 2018
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Greater Los Angeles Area
Assistant Vice President & Research Specialist, Global Energy & CommoditiesResearch Associate, Energy
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Goldman Sachs
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Greater New York City Area
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Equity Research
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Apr 2012 - Oct 2013
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Greater New York City Area
Associate covering Machinery, Diversified Industrials, Engineering & Construction
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Morgan Keegan
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Greater New York City Area
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Equity Research
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Jan 2011 - Mar 2012
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Greater New York City Area
Associate Analyst covering US regional banks
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KPMG US
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Greater New York City Area
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M&A and Restructuring
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Aug 2007 - Jan 2011
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Greater New York City Area
Senior Associate involved in several dozen M&A transactions, gaining expertise and/or working knowledge of several financial services industries (banking, asset management, insurance, brokerage).
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Education
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2003 - 2007Baruch College
Suggested Services
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Industry Focus. “Financial Services”
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