Managing Director Senior Research Analyst Technology Specialist AND Global Generalist
New York, NY, US
January 2011 - present
company
EPOCH INVESTMENT PARTNERS
title
Managing Director Senior Research Analyst Technology Specialist AND Global Generalist
overview
- Significant alpha contributor across firm strategies (EM, EAFE, Global Choice, and US Large Cap
- Deep sector knowledge of Technology, Communications, Consumer Discretionary, and Industrials
- Experience investing in all sectors and markets
- Participated regularly in client and consultant meetings
N
NEUBERGER BERMAN
VP Research Analyst Technology Specialist AND Global Generalist
New York, NY, US
January 2007 - December 2011
M
MCKINSEY
Management Consultant
New York, NY, US
January 2004 - December 2006
M
MERRILL LYNCH
Assistant VP Semiconductors Equities Research
San Francisco, CA, US
January 2001 - December 2003
R
ROBERTSON STEPHENS
Analyst Technology Mergers AND Acquisitions
San Francisco, CA, US
January 1999 - December 2001
Skills
Languages
ChineseEnglish
Skills
Applied MathematicsChartered Financial AnalystChemistryCommunication SkillsCooking SkillsCoordination SkillsDue DiligenceEconomyFinancial InstitutionInstitutional InvestingKnowledge of EngineeringKnowledge of FinanceManagement of EngineersMarketingMarket ShareMaster of Business Administration (MBA)Mergers and AcquisitionsOccupational Safety and HealthOperational Risk ManagementPrivate EquityProduct DesignResearch SkillsSales StrategySecurities ResearchSemiconductorsSeries 7 General Securities Representative License (Stockbroker)Strategic ThinkingTennis