Equity Research, Venture Capital, Private Equity in Dallas Texas USA
Top-ranked All-Star Wall Street sell-side equity research analyst covering technology stocks internationally at investment banking firms in New York City, including Lehman Brothers, Bear Stearns and Salomon Smith Barney/Citi.
RANKED as #1 Equity Research Analyst numerous times by Institutional Investor Magazine, Wall Street Journal, Reuters and Greenwich Associates.
Conducted fundamental and innovative industry research with a heavy emphasis on detailed financial modeling and valuation combined with qualitative analysis.
Developed relationships with executive management teams and industry sources to help originate and evaluate investment ideas on an international level.
Effectively communicated quantitative and qualitative opinions, new information and market developments to portfolio managers, institutional investors, other investment professionals, corporate executives in the C-Suite venture capitalists and private equity investors worldwide.
Generated new business with technology startups and publicly traded companies globally.
Mentored and acted as leader of a high performance research team supporting key clients accounts in global markets.
Client service oriented marked by high levels of responsiveness, accuracy, insight, urgency, attention to detail, professionalism, follow-through and enthusiasm.
Proven track record of new business development initiatives in global markets, strategic planning, corporate positioning, and revenue growth in the U.S., Europe, the Middle East and Asia.