I enjoy meeting with executives at private and public technology companies, analyzing financial statements, creating financial and valuation models and estimates while evaluating market trends, competition, opportunities (MA, IPO, and partnerships), business models, and product development. Through this due diligence, I create investment theses. The companies I work with range from SaaS vendors like Ultimate Software (ULTI) and salesforce.com (CRM) to consumer Internet leaders like Angie's List (ANGI) and Pandora (P). As a Wall Street Vice President and Senior Investment Analyst, I present my conclusions to C-level executives and large well-known institutional investors. I am looking to gather and share information about the technology sector. I also enjoy a good game of hoops. .. Specialties - Software-as-a-Service (SaaS), cloud computing, new media, Internet, software, security, and general technology expertise - Analyzing and researching companies strategies, MA activity, financial statements, SEC filings, products, customers, competition, and market trends - Managing parts of the Initial Public Offering (IPO)Capital Market Transaction process - Creating sophisticated financial models that integrates data from various sources - Industry expertise includes technology applied to advertising, commercial construction, consumer, enterprise software, human resources, marketing, media, multifamily housing, payroll, and venture capital. - Writing and presenting investment thesesread more ...read less ...
Indiana University Bloomington
Cfa Institute
Military
Non-profit
Vice President - Senior Investment Analyst At Barrington Research Associates
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