Fountainhead

Financial analysis, research, writing, portfolio management

Budgeting, planning and strategy

Controller, Chief Financial Officer

EXPERIENCE

12/2001 – PresentFountainhead ConsultingNew York

Research Director

Responsibilities

Write independent and unbiased equity research reports

Manage research projects, write strategic reports on market size

Develop research processes for Internet data compilation and integration

Train junior analysts on usage and edit their reports

Consult with clients on capital allocation for new projects

Manage portfolios for clients

Research Assignments and Projects
...More
Competitive intelligence for the mortgage industry - seven month project

Competitive intelligence for the mortgage servicing industry – three month project

Competitive intelligence for the industrial supply industry – three month project

Competitive intelligence for the online data analytics and advertising industry

Company profiling of global telecom companies for a telecom research provider

Business and competitive intelligence of the enterprise applications market

Company profiling and competitor assessment of the credit card processing market

Company profiling and financial analysis of three competitors in the retail market

Competitor analysis of the South African credit card and housing loan market

Competitor analysis of the South Asian telecom market

Market sizing, pricing and positioning strategies for the beauty salon market in India

01/2005 – 06/2006

Contributor The Motley Fool New York

Wrote investment commentaries on companies, such as Adobe and Pier 1