* Acquired and analyzed data to evaluate correlations among trends in financial markets * Created macros that analyzed client accounts to procure data that, when cross referenced with additional equity research, would identify potential trade idea

Senior analyst covering Healthcare IT Institutional Investor 2019 Runner Up - Health Care Technology & Distribution

J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients'​ interests first.J.P. Morgan is part of JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm.

* Financial analyst at boutique M&A investment bank with experience working in media and technology, e-commerce, consumer goods and optical sectors * Performed comparable company, precedent transaction, accretion/dilution and pro forma analysis for client pitches and advisory meetings * Representative advisory transactions include: * Sell-side advisor to $2B market cap publicly traded Product Lifecycle Management software company * Restructuring advisor to the Philadelphia Inquirer and Daily News * 250 million investment by Lavazza into Green Mountain Coffee Roasters

* Performed comparable company, precedent transaction, accretion/dilution and pro forma analysis for client pitches and advisory meetings * Participated and assisted in client conference calls and meetings

* Computer Services & IT Consulting * Fintech, HR Outsourcing, Payments * Lead analyst coverage: * Broadridge (ticker: BR), a $7B market cap provider of technology solutions to the financial services industry * CDK Global (ticker: CDK), an $8B market cap provider of integrated IT and digital marketing services to automotive dealers * Institutional Investor rankings: * Institutional Investor 2016 All-America Equity Research: First Team * 2016 lead coverage II recognition: Best Up and Comer / Rising Star * Institutional Investor 2015 All-America Equity Research: First Team * 2015 lead coverage II recognition: Honorable Mention, Best Up and Comer / Rising Star * Institutional Investor 2014 All-America Equity Research: First Team * Institutional Investor 2013 All-America Equity Research: Second Team * Institutional Investor 2012 All-America Equity Research: Second Team * Institutional Investor 2011 All-America Equity Research: Second Team * Institutional Investor 2010 All-America Equity Research: Second Team