Experience

• 

  Evergreen investment management

  Jan 1999 - Mar 2007

  * Coverage of Transportation industry since July 2003. * Co-coverage of Industrial sector since January 2004. Industries include: Aerospace and Defense, Machinery, Trading Companies and Distributors, Road and Rail, Airlines, Airfreight, Electrical Equipment, Building Products, and Industrial Conglomerates. * Performed company research/due diligence and equity valuation for Sr. Analysts and Portfolio Managers. * Developed and maintained dynamic stock screening spreadsheets and tools, as well as preparation and maintenance of model portfolios.

  • Associate Equity Analyst

    Jan 2003 - Mar 2007

  • Senior Research Assistant

    Jan 2002 - Jan 2003

  • Research Assistant

    Jan 2002 - Jun 2002

  • Portfolio Assistant

    Jan 1999 - Dec 2001
• 

  Wells fargo securities

  Mar 2007 - now

  * Independent and team research coverage of heavy machinery, diversified industrials, industrial packaging, and specialty chemical companies. * Financial model creation and forecasting, industry research, report publishing, and sales/marketing presentations. * Voted the #2 associate analyst (out of a pool of 57) companywide by the Wachovia institutional sales force in 2007.

  • Vice President / Supervisory Analyst

    Oct 2015 - now

  • Vice President / Associate Research Analyst

    Mar 2007 - Oct 2015