Experience

Wedgewood Partners Inc

• United States
• Investment Management
• 1 - 100 Employee

• Head Trader

  • Apr 2006 - Present

  Greater St. Louis Area Series 7, 63, & 65 • Head Trader - Oversee the trading department • Complete RFP's and Questionnaires • Calculate Composite Performance • Work with independent verifiers to complete firm-wide GIPS verification & performance examination • Update and maintain company website



Kennedy Capital Management

• United States
• Investment Management
• 1 - 100 Employee

• Research Assistant/ Finance Intern

  • Dec 1999 - Sep 2005

  • Perform screens, fundamental analysis, and financial analysis on companies for the research analysts and portfolio managers • Assist in the preparation of SEC 13G filings • Create and code valuation spreadsheets for analysts which are linked to FactSet • Prepare monthly product performance reports for employees and client prospects • Listen and present conference call information to analysts and portfolio managers • Assist with the interviewing, selecting, and training of new… Show more • Perform screens, fundamental analysis, and financial analysis on companies for the research analysts and portfolio managers • Assist in the preparation of SEC 13G filings • Create and code valuation spreadsheets for analysts which are linked to FactSet • Prepare monthly product performance reports for employees and client prospects • Listen and present conference call information to analysts and portfolio managers • Assist with the interviewing, selecting, and training of new interns • Research tools include: Reuters BridgeStation, Bloomberg, Baseline, FactSet, CSFB HOLT ValueSearch, Axys, SEC filings, SEC.gov, industry publications, First Call Events, Thomson One Analytics, Multex, and Street Events Show less