Minneapolis, Minnesota, United States
A professional with a passion for financial markets, investments, economics, technology, and international relations.
Disclosures: This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. 1. Insurance Licensed in: MN 2. http://www.mutualofomaha.com/disclosure/ 3. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA (www.finra.org)/SIPC(www.sipc.org). 4. Mutual of Omaha Financial Advisors is the marketing name for Mutual of Omaha Investor Services, Inc. 5. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. 6. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites. Office: 1700 W 82nd St, Suite 160, Bloomington, MN 55431
• Actively monitored all telecommunications and computer networking-related news flows, attended industry conferences, networked with industry thought leaders, and examined the tech sector for emerging trends; identified and quantified potential investment catalysts whenever possible • Filtered through sizable volumes of material for pertinent information and conducted independent research, built statistical datasets and updated financial models for securities analysis • Evaluated business models and competitive landscapes for all twelve companies under coverage, as well as for prospective investments; assessed deal activity and verified any underlying assumptions via channel checks • Computed valuations for stocks with market capitalizations ranging from $200 million to over $10 billion, formulated investment theses, and composed research reports for institutional investors – including six coverage initiations • Managed sales force inquiries, communicated with investor relations teams, and discussed operations with executive officers
• Conducted proprietary industry, company, and end-market research for over 30 healthcare and telecommunications stocks ranging from $80 million to $100 billion in market capitalization; provided analogous support for other sectors as needed • Constructed detailed historical, comparable company, sensitivity analysis, discounted cash flow, and macroeconomic models to analyze the performance and market positions of pertinent companies • Participated in conference calls and meetings with senior management to discuss operations and expectations, performed comprehensive technological channel checks to establish market trends and assess potential product traction, and assisted senior analysts with the creation of research reports - including thirteen coverage initiations • Prepared company presentations, performed due diligence, managed records and published documents to maintain regulatory compliance, and distributed research reports and coverage updates to institutional clients