Functional Skills
Financial Modeling
Investor Relations
Forecasting / Projections
Primary Research
Communications
Software Skills
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Certifications
CFAChartered Financial Analyst
Sector Experience
Business Services
Energy
Financial Services
Retail
Technology
Experience
Skyden Capital Management
Finance
Principal / Analyst / Portfolio Manager
1/2009 - Present
Leverage 20 yrs of analytical experience to find timely long/short investing ideas within the Skyden, Capital, LP hedge fund; Now private
One of many sub-mgrs in TopWater Fund/funds for several yrs before closing
Extensive fundamental analysis experience incl: Attending industry/co events; Meeting with Sr. mgt; Analyzing earnings releases/financials; Listening to calls; Working with Investor Relations personnel/CFOs; Building projection models; Writing reports / Crafting presentations
One of many sub-mgrs in TopWater Fund/funds for several yrs before closing
Extensive fundamental analysis experience incl: Attending industry/co events; Meeting with Sr. mgt; Analyzing earnings releases/financials; Listening to calls; Working with Investor Relations personnel/CFOs; Building projection models; Writing reports / Crafting presentations
Pali Capital, Inc
Finance
Managing Director - Equities
10/2005 - 12/2008
First Pali equity research analyst leading to launch of successful research department
Developed actionable research calls for equity and derivative traders & sales traders
Interacted daily with hedge & mutual fund managers sharing insights and trading ideas
Managed small in-house account with success leading to launch of Skyden Capital, LP
Developed actionable research calls for equity and derivative traders & sales traders
Interacted daily with hedge & mutual fund managers sharing insights and trading ideas
Managed small in-house account with success leading to launch of Skyden Capital, LP
UBS Securities, LLC
Finance
Managing Director - Senior Equity Analyst
11/2000 - 5/2005
Second in command of highly-ranked 12 member equities research franchise led by industry veteran
Key liaison with companies covered; responsible for EPS/ratings changes; note/report writing
Extensive experience analyzing natural gas spot / futures markets & setting price forecast
Continuously interacted with institutional sales force, traders, & portfolio manager clients
Regularly on morning/afternoon research calls; media trained - live CNBC / radio appearances
Key liaison with companies covered; responsible for EPS/ratings changes; note/report writing
Extensive experience analyzing natural gas spot / futures markets & setting price forecast
Continuously interacted with institutional sales force, traders, & portfolio manager clients
Regularly on morning/afternoon research calls; media trained - live CNBC / radio appearances
PaineWebber Incorporated
Finance
Associate Analyst - Equity Research
2/1995 - 11/2000
Worked with top-ranked equities analyst in all aspects of natural gas pipeline / marketer / MLP analysis
Conducted extensive financial modeling, note / report writing, company contact, idea generation
Facilitated fluid and consistent communication of ideas / views to internal & external clients
Conducted extensive financial modeling, note / report writing, company contact, idea generation
Facilitated fluid and consistent communication of ideas / views to internal & external clients
Kidder Peabody & Co / Moody's Investors Service
Finance
Research Analyst
6/1992 - 1/1995
Provided extensive modeling, analytical, & written support to several senior analysts