Qualifications Summary Quality driven and results oriented Associate Director of Research with nine years of experience synthesizing quantitative data into easily digestible qualitative reports distributed to 60 hedge fund clients based on forensic accounting, fundamental, and corporate governance analysis. Develop proprietary quantitative screens and financial models to identify 200 companies and forecast P&L performance relative to expectations. Effectively communicate company specific thesis in 10 to 20 page reports issued to clients. Edit reports and provide feedback on in-process ideas. Proactively complete multiple projects. Attained CFA charter during full-time position as top-ranked analyst. Core Capital markets * Equities * Financial modeling * Financial statement analysis * Excel * Forecasting Executive presence * Independent and proactive thinker * Accounting * CFA designation * Self-Starter Robust written and verbal communication skills * Strong analytical and problem solving skills Effective multi-tasking and time management skills * Leadership * Adaptable * Capital IQ * FactSet

Highlights:

• Due Diligence
• Internal Controls
• Investment Management
• Management
• P&L
• SEC
• Securities and Exchange Commission (SEC)
• Accounting