Experience

Thrivent Asset Management

• United States
• Investment Management
• 1 - 100 Employee

• Sr. Equity Analyst

  • Jun 2007 - Present

  Responsible for generating investment ideas for 6 Mid Cap and Small Cap portfolios, and the Large Cap growth and value funds. I also make make final portfolio management decisions for two analyst driven funds, the SMid and Large Cap Analyst fund products. Provide extensive fundamental and qualitative research on small, mid-cap and large cap companies within the consumer sector with direct exposure analyzing the Lodging, Gaming, Lodging and Consumer Staples Industries. Utilize tools and investment applications supported by my background in sell and buy-side research (in-depth company analysis), MBA program, and industry experience to develop and articulate investment ideas. Investment process driven by identifying miss priced equities with a focus on under estimated sales and earnings forecasts, improving returns and identifying catalysts. Show less



U.S. Bancorp Asset Management

• United States
• Financial Services
• 1 - 100 Employee

• Sr. Research Analyst

  • Aug 2004 - Jun 2007

  Provided extensive fundamental research on small, mid and large cap companies within the consumer sector. Core responsibility was to generate investment ideas for our family of Mutual Funds. Bottoms up fundamental and qualitative research combined with top down macro analysis provided basis for investment ideas. Bonus compensation based on performance vs. benchmarks; reached maximum performance thresholds in 4 of 5 funds and 5 of 7 funds in first and second year of employment, respectively. Provided extensive fundamental research on small, mid and large cap companies within the consumer sector. Core responsibility was to generate investment ideas for our family of Mutual Funds. Bottoms up fundamental and qualitative research combined with top down macro analysis provided basis for investment ideas. Bonus compensation based on performance vs. benchmarks; reached maximum performance thresholds in 4 of 5 funds and 5 of 7 funds in first and second year of employment, respectively.



RBC Capital Markets

• Canada
• Investment Banking
• 700 & Above Employee

• Research Analyst-Softlines

  • Mar 2001 - Jan 2004

  Conducted fundamental research and analysis on companies within the softlines retail sector. Prepared detailed financial models, and generated extensive written research reports, including company and industry overviews, as part of the basis for making investment recommendations to institutional clients. Worked closely with institutional sales and trading to market investment ideas. Added responsibilities included making independent investment recommendations and delivering research calls to sales, trading, and institutional clients. Increased overall associate ranking within the firm to #9 from #26 (out of 38 total associates) during last year of employment. Show less



Arrowhead Capital LLC

• Investment Management

• Analyst

  • 1997 - 1999



Louises Trattoria

• United States
• Hospitality
• 1 - 100 Employee

• Manager

  • 1995 - 1996