ERIC M. GOTTLIEB
** ******* **., ***. **, Hoboken, NJ 07030 Tel: 201-***-**** *************@*****.***
EXPERIENCE: TOYS “R” US, INC. Wayne, NJ
**/**-******* **. *******, Global Capital Management
Special Project - Created internal corporate business model to determine the scope, investment, and profitability of various turnaround projects post the company’s bankruptcy.
Coordinated with C-Level company executives, external investment bankers and strategic advisors regarding the execution of the company’s turnaround plan.
Evaluated corporate capital projects in the areas of real estate, information technology, and others.
D.A. DAVIDSON COMPANIES New York, NY
1/15-4/17 Vice President – Equity Research; Food and Beverages
Successfully initiated coverage of 19 protein and packaged food companies with a focus on the better-for-you/healthy living sub-segment; market cap range ($150M-$10B).
Strategically emphasized increasing corporate access, non-deal roadshows, and marketing meetings.
Built in depth financial models to forecast all valuable performance metrics.
Authored sector overview bulletins, earnings recap notes and other of interest pieces.
Maintained contact with executives, industry experts, and financial and industry specific media outlets.
Achieved a top 25% food and beverage ranking by TipRanks for 2016.
STEPHENS, INC. New York, NY
7/07-11/14 Research Associate – Food and Agribusiness
Coverage included 17 protein, packaged food, grain and ethanol companies; market cap ($75M-$25B).
Consistently ranked in top 5 in internal Research Associate polls; Team ranked #1 for internal sales vote.
Analyst ranked #1 in Wall Street Journal’s “Best On The Street” 2012; Ranked #1 in Starmine 2012.
JANNEY MONTGOMERY SCOTT New York, NY
12/06-7/07 Research Associate – Banks and Thrifts
Built and maintained pro-forma financial models to forecast all valuable performance metrics.
Analyzed and assessed competitive dynamics, prospects, and industry trends.
VALUE LINE, INC. New York, NY
06/04-12/06 Equity Analyst – Generalist
Provided analysis and commentary for quarterly and annual company and stock highlight notes.
JPMORGAN CHASE Jersey City, NJ
06/03-10/03 Intern – Global Procurement Services
Aided the initial phases of a program aimed to automate the supplier evaluation process.
THE MWW GROUP New York, NY
06/00-08/02 Account Executive – Investor Relations
Increased sell-side analyst coverage, buy-side interest, and gained exposure in top-tier media for clients.
Effectively counseled management on corporate issues including public offerings, corporate restructurings, bankruptcy filings, security exchange delistments, mergers and acquisitions.
Team nominated for PR Week’s “Campaign of the Year 2002” for work with PETsMART, Inc. (PETM).
EDUCATION: RUTGERS, THE STATE UNIVERSITY OF NEW JERSEY Rutgers Business School - Rutgers University, Newark, NJ
Master of Business Administration (Finance/Supply Chain Management), May 2004
Finance and Investments Club/Vice-President; Student Government Association/Student Body Secretary
Rutgers University, New Brunswick, NJ
Dual BA, Economics (Public Economics and Policy Specialization) and Communication, May 2000
SKILLS: Full proficiency with Bloomberg Terminal; Capital IQ; FactSet Research Systems, Information Resources Inc (IRI), Microsoft Office applications, SNL Datasource; Thomson Analytics, Baseline & ONE;
NASD Series 7, 66 (Series 63 and 65 combined), 86 & 87