Skills Summary

Produced and marketed investment ideas to institutional investor clients.

Organized and led investor meetings with senior management of Fortune 500 companies.

Ability to quickly distill complex information.

Adept at making non-consensus calls, particularly shorts.

Ability to work under pressure to meet tight deadlines.

Experience writing in-depth research reports.

Strong attention to detail.

Areas of specialized industry knowledge include credit cards, transaction processors, education finance, auto finance, mortgage REITs, and commercial finance.

Proficient in financial statement analysis, building earnings and valuation models.

Built and maintained relationships with over 100 investor clients.

Experience making presentations to large groups.

Stock picks have consistently outperformed benchmarks.

Professional Experience

BURKE & QUICK PARTNERS, LLC

Managing Director/Senior Analyst March 2014 – Present

As the first research analyst hired by the firm to build an equity research platform, launched research coverage on ten stocks in the consumer finance and financial technology sectors.

Assisted in developing the firm’s marketing strategy toward establishing new client relationships and spearheaded outreach to major financial media outlets including the Wall Street Journal and Bloomberg.

Organized and hosted several revenue-producing marketing events for investors including non-deal roadshows with management teams of companies under coverage and industry experts.

Opened several new accounts and received votes/revenue from Jennison, Neuberger Berman, Lone Pine, Third Point, OZ Capital, Samlyn Capital, TCW, Tribe Capital (Millenium), and Mendon Capital.

COLEMAN RESEARCH GROUP, NEW YORK

Director/Senior Analyst March 2013 – March 2014

Spearheaded the firm’s effort to establish research coverage for the financial and business services vertical within its Global Research Intelligence (GRI) product offering.

Produced topical ideas and moderated over 180 conference calls in one year, producing over $750K in revenue and more than quadrupled the production level of my predecessor.

Built a comprehensive list of industry expert contacts in a wide array of industries including financial technology, payment processing, consumer lending, real estate, education, and business services.

TELSEY ADVISORY GROUP, NEW YORK, NY

Director/Senior Analyst January 2012 – March 2013

Spearheaded the firm’s establishing research coverage for the consumer finance and payments industry vertical and launched coverage on ten stocks (AXP, ADS, COF, CSH, DFS, FCFS, MA, SLM, TSS,V).

Successfully incorporated the firm’s thematic consumer research into my sector coverage including “Looking Ahead” reports and several other thematic reports that were well received by investors.

Averaged over 60 client interactions (calls and meetings) per week after launching coverage in May 2012.

Recognized on several institutional investor client votes including Fidelity, Neuberger Berman, Oppenheimer Funds, T. Rowe Price, and Waddell & Reed.

SANDLER O’NEILL & PARTNERS, NEW YORK, NY

Managing Director/Senior Analyst March 2007 – November 2011

Launched and provided subsequent research coverage on seventeen stocks in the consumer and specialty finance sector with over $200 billion in total market capitilization.

Responsible for producing research on the consumer and specialty finance sector including monitoring all relevant industry and economic data, building and updating of earnings and valuation models, and publishing notes and company/industry reports for distribution to institutional investor clients.

Presented stock ideas, potential catalysts to the sales force and traders at the equities morning meeting.

Was early in recognizing the consumer credit bubble and took a cautious stance by downgrading several stocks under coverage in late 2007/early 2008.

Established strong, enduring relationships with portfolio managers and analysts and received commission votes at several large client accounts.

Professional Experience, continued

Organized and moderated company management meetings with institutional investors and enhanced the firm’s bank conference by securing several management teams in my specialty finance coverage universe to present.

Named #1 earnings estimator for the consumer finance sector (2009 and 2011) and #2 for the mortgage REIT sector (2010 and 2011) by StarMine/Financial Times.

Named 4th best stock picker in 2009 for the consumer finance sector in the WSJ “Best on the Street”.

Consistently was ranked among the top five analysts by the sales force and traders in annual reviews.

Appeared on Bloomberg News, CNBC and Fox Business and have been quoted in several prominent business publications including The Wall Street Journal, New York Times, and BusinessWeek.

UBS, NEW YORK, NY

Associate Director/Equity Research Analyst March 2002 – February 2007

Promoted to “emerging analyst” program and initiated coverage of three education finance stocks in June 2006.

Supported senior analyst with the initiation of coverage of ten specialty finance companies, which included building earnings and DCF models, competitor analysis, drafting of initiation reports and marketing presentations, and the analysis of key valuation drivers for the stocks.

Was a key contributor to developing proprietary research products including a Consumer Finance Monthly report.

Supported analyst that received “Next Generation Analyst” designation in 2003 and “Runner-Up” ranking in 2005/2006 from Institutional Investor survey.

Took on responsibility for developing research product, stock ideas, and organizing client events.

Advised senior analyst on rating, price target, and EPS changes for stocks under coverage.

SALOMON SMITH BARNEY, NEW YORK, NY

Equity Research Associate Analyst – Mortgage Finance Sector October 2000 – January 2002

Supported an II-ranked analyst’s coverage of the mortgage finance sector (GSEs, thrifts, and mortgage insurers), which included building and updating financial models and drafting research reports.

SEABURY GROUP, NEW YORK, NY

Senior Analyst – Seabury Insurance Capital June 1999 - October 2000

Built earnings forecasts, DCF, and sum-of-the-parts analysis for several insurance companies.

Advised on the restructuring of a large insurance company by providing strategic alternatives.

MERRILL LYNCH & CO., NEW YORK, NY

Senior Financial Accountant – High Yield Finance February 1997 - May 1998

Prepared daily profit and loss report for high yield bond and secondary bank loan products.

Handled monthly closings and prepared the financial statements for the high yield product group.

KPMG PEAT MARWICK, LLP, NEW YORK, NY

Senior Auditor - Financial Services Practice September 1994 - February 1997

Performed and supervised statutory and GAAP audits for several publically-traded insurance companies.

Education

UNIVERSITY OF FLORIDA, GAINESVILLE, FL

Master of Business Administration, May 1999

Concentration: Finance GPA: 3.85/4.0

PACE UNIVERSITY, NEW YORK, NY

Bachelor of Business Administration, May 1994

Major: Accounting GPA: 3.74/4.0

Certifications

Passed all four parts of New York CPA exam in first attempt

NASD Series 7, 63, 86, 87, 24

Passed CFA Levels I & II

References Available Upon Request

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