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
12/2011 - 04/2014
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
08/2007 - 09/2010
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
12/2005 - 11/2006
• 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.

Avalon Research Group Finance
Managing Director, Equity Research
06/2000 - 08/2005
• 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

TKT, Inc. Corporate Strategy & Development
Manager, Competitive Intelligence
07/1992 - 08/1998
Responsible for researching, compiling, and presenting competitive intelligence to C-level management for use in business development and strategic planning activities.