2005 - 2008
Equity Research Associate
July 2005 — July 2008
Analyzed consumer companies for Banc of America's investment banking business. Authored and published 3-8 investment
recommendations and industry white papers per week on companies including Walgreens, Kroger, Whole Foods and Weight
Watchers. Interviewed CEO's and CFO's of companies on a quarterly basis and traveled to stores to gain insight on industry and
company performance. Quantified the impact of micro and macroeconomic factors on company performance.; Healthy Lifestyle, Dollar Stores, Food & Drug Retailing
Built intricate retail sales models for retailers, providing three years of forecasted quarterly sales, based on age and square footage of
store base. Predicted Whole Foods sales within 0.5% of the actual result on average.
Increased institutional investor client calls from 50 to 200+ per month, helping the team become highest ranked in client calls
Ranked #1 in analyst class three years in a row. Promoted in 2008.