Experience

WCS Lending

• Financial Services
• 1 - 100 Employee

• Loan Officer

  • Apr 2013 - Jul 2013

  • Analyze borrowers existing credit and income characteristics to develop a mortgage solution that best meets the borrower’s needs; • Develop new relationships with referral partners, such as financial planners, CPAs, and real estate agents, as part of business development efforts.



Auriga USA, LLC

• Director, Equity Research Sales

  • Jan 2012 - Jun 2012

  • Performed due diligence and financial analysis to support analysts and their research, as well as to develop original investment ideas that fit clients’ investment style; • Provide daily communications, both verbal and written, to keep portfolio managers and analysts apprised of potential developments that could alter the firm’s view on portfolio holdings; • Develop new client relationships and maintain existing client relationships for the company’s healthcare-focused equity research… Show more • Performed due diligence and financial analysis to support analysts and their research, as well as to develop original investment ideas that fit clients’ investment style; • Provide daily communications, both verbal and written, to keep portfolio managers and analysts apprised of potential developments that could alter the firm’s view on portfolio holdings; • Develop new client relationships and maintain existing client relationships for the company’s healthcare-focused equity research product. Show less



CJS Securities

• Financial Services
• 1 - 100 Employee

• Director, Equity Research Sales

  • May 2008 - May 2011

  • Presented quarterly updates to institutional portfolio managers in face-to-face meetings, detailing firm’s current expectations for universe of over 80 covered companies; • Consulted with analysts, research management and sales teams in order to generate new investment ideas or leverage current themes; • Conducted due diligence in order to develop new investment ideas that were not part of firm coverage; • Consulted with analysts and sales team to drive quality improvements to… Show more • Presented quarterly updates to institutional portfolio managers in face-to-face meetings, detailing firm’s current expectations for universe of over 80 covered companies; • Consulted with analysts, research management and sales teams in order to generate new investment ideas or leverage current themes; • Conducted due diligence in order to develop new investment ideas that were not part of firm coverage; • Consulted with analysts and sales team to drive quality improvements to research product. Show less



Lehman Brothers

• Capital Markets
• 700 & Above Employee

• Senior Analyst

  • Jul 2002 - Nov 2007

  Consumer & Industrial Service Analyst • Provided comprehensive equity research addressing all aspects of investment consideration including financial modeling, valuation and analysis of a universe of small and mid-sized companies; • Developed LBO and alternative capital structure models, as well as M&A analysis, to provide investors with a framework to evaluate all of management’s options to enhance shareholder value; • Conducted due diligence on potential IPO candidates… Show more Consumer & Industrial Service Analyst • Provided comprehensive equity research addressing all aspects of investment consideration including financial modeling, valuation and analysis of a universe of small and mid-sized companies; • Developed LBO and alternative capital structure models, as well as M&A analysis, to provide investors with a framework to evaluate all of management’s options to enhance shareholder value; • Conducted due diligence on potential IPO candidates, presenting resulting recommendation to the firm’s Capital Commitment Committee and Equity Capital Markets Committee. Show less



Bankhaus Metzler

• Germany
• Banking
• 200 - 300 Employee

• Vice President

  • 1999 - 2001

  Greater New York City Area



ABSA Securities

• Vice President

  • May 1996 - Nov 1999

  New York, New York (formerly Saicor Securities) Equity research sales for US unit of a South African bank.



Saicor Securities

• Vice President

  • May 1994 - May 1996

  Produced and marketed economic, as well as equity research, focused on South African capital markets



Value Line

• United States
• Financial Services
• 1 - 100 Employee

• Securities Analyst

  • 1991 - 1994