Consult financial service companies on multiple topics and in multiple roles including strategy analysis, enterprise architecture, and process modeling/design.

Relevant projects:
Assisted Chief Strategist in organizing and prioritizing strategic project portfolio at global reinsurer
Analyzed existing process and designed target landscape for invoicing at global insurer
Helped align business and IT during large strategic projects as Enterprise Architect at global insurer

Built financial model, set fundraising target and actively market company to investors
Handle day-to-day business operations including most areas of the business outside of branding and consume marketing.

Ranked ninth (of 31) research associate in year end 2014 Piper Jaffray sales survey
Focused on a mixture of IT Hardware, 3D printing, eCommerce and Internet companies
Developed and maintained company and industry relationships to aid in channel checks and overall investment theses
Createed and conducted surveys of customers, suppliers, advertisers and company websites, including the coordination of PJC multi-team 2015 CIO survey

Advised public company CFO/IROs in the Oil & Gas industry on market-related developments
Communicated with clients, on a daily basis, changes in shareholder base and new investors to target
Explained to clients the impact of market structure, liquidity, competitors and industry developments on stock performance
Provided support to NYSE Market Access Desk
Conducted buy-side perception studies regarding client’s strategy, management, competition and capital structure