Sector Experience
Automotive
Energy
Industrials
Manufacturing
Transportation & Logistics
Experience
Janus Capital Group
Other
Equity Research Analyst
4/2011 - 7/2014
Please refer to attached resume
Janus Capital Group
Other
Associate Equity Analyst
1/2010 - 3/2011
Please refer to attached resume
Janus Capital Group
Other
Research Associate
9/2008 - 12/2009
Please refer to attached resume
Silvergate Capital
Finance
Junior Equity Analyst
11/2006 - 1/2008
Junior Equity Analyst- Health Care Denver, CO
• Member of investment team that was responsible for $100mm health care long/short equity strategy
• Built and updated forward looking financial models of publicly traded health care companies
• Provided in-depth research to portfolio manager by: interviewing company senior management, speaking with industry experts,
attending investor conferences, and monitoring potential catalysts
• Member of investment team that was responsible for $100mm health care long/short equity strategy
• Built and updated forward looking financial models of publicly traded health care companies
• Provided in-depth research to portfolio manager by: interviewing company senior management, speaking with industry experts,
attending investor conferences, and monitoring potential catalysts
Putnam Lovell NBF
Finance
Investment Banking Analyst
5/2005 - 9/2006
Investment Banking Analyst- Mergers & Acquisitions San Francisco, CA
• Built detailed financial models for sell side transactions
• Utilized DCF, run rate, and public/transaction multiples for valuation purposes
• Prepared pitch presentations for the managing director’s sales trips
• Analyzed SEC filings, databases, and news articles for internal research purposes
• Built detailed financial models for sell side transactions
• Utilized DCF, run rate, and public/transaction multiples for valuation purposes
• Prepared pitch presentations for the managing director’s sales trips
• Analyzed SEC filings, databases, and news articles for internal research purposes