Piper Leanne Burnette, CFA
Atlanta,GA
Summary
Accomplished Equity Research Analyst with a proven track record at Montag & Caldwell, LLC, showcasing expertise in financial modeling and strategic decision-making. Renowned for adeptly developing financial forecasts and identifying investment opportunities, particularly in the Healthcare and Communications sectors. Demonstrated excellence in report writing and valuation proficiency, coupled with a dynamic ability to translate complex data into actionable insights.
Overview
24
24
years of professional experience
1
1
Certificate
Work History
Principal, Equity Research Analyst
Montag & Caldwell, LLC
03.2017 - 12.2023
- Monitored market trends and news to identify emerging opportunities and investments within the Healthcare and Communications sectors.
- Presented oral and written reports on general economic trends, individual corporations and entire industries, as impacted by changes in the political environment.
- Developed financial models and industry projections to determine the competitive dynamics and market risks associated with a potential investment.
- Career highlight: Attended Meta's F8 Developer Conference as a guest of Investor Relations.
Vice President, Equity Research Analyst
Montag & Caldwell, LLC
12.2011 - 03.2017
- Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
- Created and maintained precise and accurate models, charts and reports.
- Assisted in preparation of presentations, data tables and other documents for client meetings, class action lawsuits, and subpoenaed testimony.
- Provided deposition for the defense in a lawsuit brought by a former client.
- Career highlight: Correctly modeled the multi-year stock option dilution disclosed in Facebook's S-1, predicting the stock would decline well below the initial offering price.
Assistant Vice President, Equity Research Analyst
Montag & Caldwell
12.2008 - 12.2011
- Assumed coverage of the healthcare sector
- Researched macroeconomic, industry and company-specific data to inform investment decisions within healthcare.
- Created easy-to-update presentations summarizing the key investment factors driving the performance of the healthcare names in clients' portfolios.
- Career highlight: Became an officer of the company and participated in the employee-led buyout from BNP.
Equity Research Analyst
Montag & Caldwell
01.2004 - 12.2008
- Conducted due diligence on potential investments and presented findings to senior management.
- Monitored market trends and news to identify emerging opportunities.
- Career highlight: Created detailed models and reports recommending the purchase of Google after the company's S-1 filing and initial public offering. Later, attended one of only two Google Investor Days.
Portfolio Associate
Montag & Caldwell
03.2000 - 12.2003
- Examined financial statements and records to collect important details and verify calculations.
- Learned and adapted quickly to new technology and software applications.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
Education
BBA - Finance, Magna Cum Laude With High Honors
University of Georgia
Athens, GA08-1999
Skills
Financial research
- Report writing
- Valuation proficiency
- Microsoft Excel
- Company research
- Equity research
- Competitive analysis
- Financial statement analysis
- Financial modeling
- Financial forecasting
- Data interpretation
- Business research
- Qualitative analysis
Certification
- Chartered Financial Analyst (CFA) - CFA Institute.
Timeline
Principal, Equity Research Analyst
Montag & Caldwell, LLC
03.2017 - 12.2023
Vice President, Equity Research Analyst
Montag & Caldwell, LLC
12.2011 - 03.2017
Assistant Vice President, Equity Research Analyst
Montag & Caldwell
12.2008 - 12.2011
Equity Research Analyst
Montag & Caldwell
01.2004 - 12.2008
Portfolio Associate
Montag & Caldwell
03.2000 - 12.2003
- Chartered Financial Analyst (CFA) - CFA Institute.
BBA - Finance, Magna Cum Laude With High Honors
University of Georgia
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