Functional Skills
Financial Modeling
Sector Experience
Healthcare
Technology
Consumer Goods
Life Sciences & Pharma
Automotive
1
hour
Avg Response Time
3
jobs
Jobs Completed
207
hours
Total Hours Logged
18
years
Years of Experience
Experience
Littlebanc Advisors, LLC
Finance
Managing Director
Littlebanc is a bespoke private equity firm. Responsibilities include deal sourcing, evaluation and due diligence, transaction structuring and documentation (pitch books, teasers, CIMs, PPMs), and portfolio monitoring. Oversaw and guided marketing efforts to cultivate deal flow.
Ladenburg Thalmann
Finance
Sr. VP, Equity Research
Spearheaded research initiative to cover Florida-based companies. Authored numerous Initiation and Update reports on Florida companies across multiple sectors including biotechnology, medical devices, retail, industrials, and information technology. Interacted regularly with portfolio managers of major institutional investment firms to cultivate client relationships.
Reefbreak Asset Management
Finance
Portfolio Manager, IT
• Identified, researched, and analyzed equity investment opportunities primarily in the enterprise software, online commerce, and consumer electronics sectors.
• Developed and maintained earnings/valuation models and analyzed ongoing financial performance of portfolio companies in information technology and tangential sectors.
• Developed and maintained earnings/valuation models and analyzed ongoing financial performance of portfolio companies in information technology and tangential sectors.
Avalon Research Group
Finance
Managing Director, Equity Research
• Identified, researched, and analyzed equity investment opportunities in multiple sectors with a core focus on electronic commerce, enterprise software, and consumer electronics. Authored numerous successful recommendations instrumental in establishing Avalon’s reputation for excellent technology equity research and growing sales of its IT research products.
• Interacted daily with portfolio managers and research directors of major institutional investment firms
• Interacted daily with portfolio managers and research directors of major institutional investment firms
TKT, Inc.
Corporate Strategy & Development
Manager, Competitive Intelligence
Responsible for researching, compiling, and presenting competitive intelligence to C-level management for use in business development and strategic planning activities.