Investment Manager and Research Analyst with ability to add value in areas that include stock screens and stock selection, back-testing/simulations, qualitative and quantitative analysis. Extensive experience includes quantitative and fundamental investment expertise and value investing. Over 15 ...more

Investment Manager and Research Analyst with ability to add value in areas that include stock screens and stock selection, back-testing/simulations, qualitative and quantitative analysis. Extensive experience includes quantitative and fundamental investment expertise and value investing. Over 15 years of industry experience, strategic and analytical abilities allows me to contribute and improve a firm’s investment objectives through insightful and targeted research and portfolio management. Professional experience also includes two tours in Iraq serving with a U.S. Army Civil Affairs unit. Recommendations (Note: full recommendations available below) : Lawrence McDaniel (Ascend Capital LLC): "Tom really opened my eyes to what can be achieved with qualitative and quantitative analysis and methods." Bill Walbert (SoundView Technology Group): "Tom was quantitatively driven and extremely hard working. His recommendations were insightful and profitable." Colonel James Orbock (U.S. Army): “Tom was flawless as he faced daily challenges and life threatening situations. He is an invaluable part of any team and anticipates requirements" Lieutenant Colonel Patrick Freeburger (U.S. Army): "Tom is one of the smartest people I know and brings incredible introspective reasoning to everything he does." Specialties: Investment Analysis: qualitative and quantitative value investing, fundamental analysis and financial statement analysis, intrinsic value analysis * Computer Experience: Compustat Snapshot, Compustat Point-in-Time, Compustat Xpressfeed, CRSP, Factset, Thomson Reuters Quantitative Analytics (Market QA/QAI), First Call, IBES, Zacks, Market Guide, Reuters Fundamentals, Bloomberg, Axioma, Barra, R/S(S Plus/S+), SQL, Microsoft Excel, algorithmic trading, backtestingless