Talented researcher and top-notch writer with a decade of experience in politics, big law and finance. Team player with demonstrated track record of providing high quality research to decision makers, clients and general readers. Proven track record of leading and successfully implementing strategic initiatives.
Overview
7
7
years of professional experience
Work History
Vice President
Fundstrat Global Advisors
New York, New York
09.2020 - Current
Senior Writer and Editor for institutional and retail publications, wrote key publications during periods of major subscriber growth
Wrote weekly single-stock column called “Signal From Noise” and weekly market wrap-up called “Weekend Alpha”
Conducted multi-faceted equity and economic research for clients and firm leaders
CEO and Founder
Severus Holdings, LLC.
Washington , DC
05.2015 - 01.2018
Designed short-term, small dollar consumer financial product
Hired and managed capable and distinguished staff to implement product design and construction
Administered fundraising from variety of capital sources Built relationships and reputation amongst key FinTech stakeholders including state and federal regulators
Senior Research Analyst
Dentons Law Firm
Washington, DC
03.2014 - 01.2015
Reported directly to Global Chief Executive Officer and Global Chairman and provided time-sensitive and confidential research in support of potential acquisitions and strategic partnerships
Provided analysis on key performance indicators and internal financial metrics for firm leadership
Led extensive quantitative and qualitative research efforts on key legal markets, compensation, competitors and potential merger target
Policy & Supervision Analyst
Conference Of State Bank Supervisors (CSBS)
Washington, DC
04.2012 - 05.2014
Provided analytic support to State and Federal regulators and led member working groups for CSBS public policy development process on wide variety of financial services public policy issues
Researched regulatory and legislative topics, prepared comment letters, white papers, presentations and analysis for senior state regulatory officials
Participated in and managed multiple projects (with industry and federal regulators) pertaining to implementation of Dodd-Frank Act, the Basel III Accords and other regulatory efforts such as BSA/AML
Education
Bachelor of Arts - Political Science And International Affairs
The George Washington University
Washington, DC
05.2010
Skills
Advanced Research Writing
Effective Communicator and Public Speaker
Editing and Managing Advanced Content Distribution
Customer Service
Data Analysis
Market and Industry Research
Timeline
Vice President
Fundstrat Global Advisors
09.2020 - Current
CEO and Founder
Severus Holdings, LLC.
05.2015 - 01.2018
Senior Research Analyst
Dentons Law Firm
03.2014 - 01.2015
Policy & Supervision Analyst
Conference Of State Bank Supervisors (CSBS)
04.2012 - 05.2014
Bachelor of Arts - Political Science And International Affairs
Senior Business Analyst, Assistant Vice President at State Street Global AdvisorsSenior Business Analyst, Assistant Vice President at State Street Global Advisors