Functional Skills

Market Analysis / Research
Financial Planning & Analysis (FP&A)
Due Diligence
Financial Modeling

Software Skills

Microsoft Excel Macros
Microsoft Excel

Sector Experience

Business Services



Avg Response Time


Jobs Completed


Total Hours Logged


Years of Experience


Management Consulting
Ascendere Associates L.L.C. - Equity Research, Startup, and Financial Modeling Consultant
03/2009 - Present
Provide in-depth financial research and budget forecasts for established companies and start-ups, including the development of financial projections, ROI, IRR, and valuations, strategies, and business plans. For various projects at a top 3 management consulting firm, I developed cash flow at risk (CFaR) and scenario analysis models, which incorporated scores of inputs for revenue and costs assets. A strong financial writer and communicator, and adept at investor communications and outreach.

Boston Private Value Investors - Equity Research Analyst
10/2005 - 02/2009
Developed thorough investment cases of individual stocks in a number of sectors and successfully presented recommendations to a committee. Led the process of stock idea generation through creating quantitative models leveraging VBA, Excel and financial data feeds. Developed and presented thorough equity investment recommendations and DCF valuations for stocks in nearly every sector.

Corporate Strategy & Development
Pyramid Research - Consultant
12/2001 - 11/2002
Developed a global telecommunications services and broadband supply/demand study conducted on individual global regions for Pyramid’s client, IntelSat. Related projects included clients such as Siemens and Motorola. For Irving Oil, a 250,000 bpd oil refiner, developed a budget forecast model that forecast volumes, prices, and margins by product, supply point, and sales person; this model was used by the company for several years.

Credit Lyonnais Securities (USA) - Vice President, Equity Research
01/2000 - 02/2001
Launched equity research coverage of the telecommunications services industry. Developed earnings models in Excel on telecommunications companies that were later used as templates to help assess the performance of other telecom companies. Played a key role in the launch of coverage of Competitive Local Exchange Carriers (CLECs) and Long-Haul Carriers. Developed models on a number of companies including AT&T, Level 3, Global Crossing and XO Communications. Authored numerous research reports.

PaineWebber and Warburg Dillon Read - Equity Research Associate
07/1995 - 01/2000
Developed extensive financial research, on the steel and telecom services industries at these investment banks. These included developing detailed income statement, cash flow and balance sheet models, and relative valuation and DCF valuation. Liaison between institutional sales people, traders and clients. Provided investment banking support on an internal consulting basis.