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Click here or scroll down to respond to this candidateCandidate's Name
Street Address Circle Drive PHONE NUMBER AVAILABLE
Roslyn Heights, NY Street Address EMAIL AVAILABLE
EQUITY RESEARCH / INVESTMENT MANAGEMENT / FINANCIAL ANALYSIS
High performance equity research analyst with successful track record of
long and short investment recommendations. Noted for deep expertise of
companies under coverage and in-depth industry analysis. Extensive
knowledge of multiple sectors - Gaming, Lodging, Leisure, Restaurants,
Light Manufacturing, and Outsourcing. Emphasis on bottom-up analysis and
multi-valuation analytics. Columbia MBA.
Areas of expertise include:
|Stock selection |Valuation |
|Fundamental bottom-up analysis |Management assessment |
|Forecasting |Sales and marketing |
PROFESSIONAL EXPERIENCE
SMP FINANCIAL VENTURES 2008 - Present
Founder/Advisor - Consult with companies on various financing-related and
business ventures.
. Advise multi-strategy hedge fund with both equity and fixed income
selections. Example: Turn-around play on Motherworks earned 43% return
in less than one year by purchasing bonds @ $95, which were called at
$105, and simultaneously buying call options, which appreciated 33% over
same timeframe.
. Assessed financial and operational viability of a start-up franchising
concept. Conducted market research to persuade client not to pursue
venture.
. Instrumental in assisting early-stage company raise $3.5 million for new
product launch.
. Applied risk/return methodology to evaluate financial structure and
feasibility of $1 million loan to regional airline in S. America.
NOBLE FINANCIAL GROUP 2004 - 2008
Sr. Equity Research Analyst - One of two analysts hired to launch equity
research department and provide stock coverage as part of overall capital
markets effort.
. Top revenue producer in department, typically generating 40%+ of monthly
commissions among all analysts.
. #1 ranked analyst by Starmine and Bloomberg in several of the companies
followed.
. Only analyst to garner votes from Fidelity Management, resulting in
commission dollars for the firm.
. Grew department from two to six analysts, resulting in expansion of
department's coverage list from 20 to more than 50 companies and greater
market awareness of Noble within investment community.
. Garnered "fair share" of companies' stock repurchase activities,
contributing to revenue production.
. Mentored associate who went on to become a CFA.
SMP INVESTORS 1999 - Present
Private Investor - Managed $5 million investment portfolio.
. Performance-based advisor for multiple portfolios.
. Using multi-disciplined investment strategy, identified profitable
investment opportunities across equity sectors, such as DELL, AOL,
Phillip Morris, 3M, Marvel Entertainment, Station Casinos, and others.
. Conducted bottom-up, fundamental research on growth, value, and special
situation equities, such as Host Marriott Corp., a stub company spun off
from Marriott International. Stock doubled over investment period.
. Incorporated options trading as part of investment strategy to enhance
returns.
. Used sophisticated and multiple valuation techniques.
Candidate's Name
PHONE NUMBER AVAILABLE Page 2 of 2
CREDIT SUISSE FIRST BOSTON 1997 - 1999
Vice President, Equity Research Analyst - Senior sell-side analyst
recruited (from Schroders, Inc.) to cover and manage all aspects of the
lodging sector (and some gaming companies).
. Profitable stock calls. Recognized as the "axe" on ITT Sheraton during
hostile battle between Hilton Hotels and Starwood Lodging. Correctly
forecast winning bid and bidder. Quoted in Wall Street Journal, New
York Times as well as other business publications.
. High level of productivity. Launched coverage of eight companies in
just three months - maintained universe of 12+ companies. Wrote
prolifically comprehensive reports on companies and industry.
. High impact activities. Hosted management visits and conference calls
between buy-side and companies under coverage, frequently resulting in
"votes" from institutional clients.
. Cultivated and fostered dynamic relationships with lodging companies,
buy-side counterparts, sales force, and investment banking team.
. Mentored associate, who went on to obtain an MBA at Chicago Business
School.
SCHRODERS, INC. 1993 - 1997
Sr. Research Analyst / Research Associate / Analyst - Gaming and Lodging.
Recruited directly out of business school as an Analyst working for
Institutional Investor's #1 ranked Sr. Analyst covering gaming and lodging.
Initially tasked with maintaining financial models and writing quarterly
earnings updates. Rose to level of Senior Analyst in recognition of
performance and dedication.
Achievements
. Promoted to Research Associate with responsibility for initiating
coverage of new companies, making investment recommendations, authoring
quarterly write-ups, and co-authoring annual industry reports, which
were then industry benchmarks.
. Promoted to Senior Analyst - only the 2nd one to advance to Senior
Analyst in the department's history. Tasked with building out my own
industry sector and coverage list.
. Co-authored annual 60-page reports for both Gaming and Lodging, complete
with industry trends and forecasts, and company projections and
investment recommendations.
. All-America Research Team member (#2 rank), 1993 - 1996.
. Assisted in winning millions of dollars in investment banking fees based
on reputation of research franchise.
. Chosen by Director of Research to evaluate all potential department
hires.
MORGAN, LEWIS & BOCKIUS 1989 - 1992
Legal Assistant - Paralegal in firm's Business and Finance Department.
. Fast-track advancement from handling entry-level work to performing
corporate legal work on level of second-year associate.
. Often requested by Firm's managing partner to do work on his behalf.
. Ran multi-million dollar corporate and real estate closings, assisted in
$2.5 million bond refinancing and coordinated RTC asset portfolio sales.
EDUCATION
COLUMBIA BUSINESS SCHOOL, New York, NY 1992 - 1993
MBA - Finance and Accounting
EMORY UNIVERSITY, Atlanta, GA 1983 - 1987
BA - Economics and History
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