Finance Associate V - Meta – via Dexian - San Antonio, Texas
(2025-08 - 2026-08)
- Provided financial intelligence and strategic analysis supporting product strategy, monetization initiatives, and executive decision-making
- Led financial and competitive intelligence efforts within assigned focus areas, informing leadership decision-making and the evaluation of confidential initiatives
- Developed KPI frameworks and financial intelligence reporting supporting analysis of product segments, monetization opportunities, competitive dynamics, and industry trends
- Leveraged Claude Code, internal AI platforms, and agentic workflows to automate KPI extraction, financial analysis, data synthesis, and financial intelligence generation
- Established and maintained trusted financial intelligence sources of truth across assigned coverage areas through validation, reconciliation, and synthesis of public, market, and AI-assisted research inputs
- Developed and maintained internal financial models through synthesis of public disclosures, consensus estimates, market intelligence, and alternative research inputs sourced through S&P Global, AlphaSense, and related platforms
Senior Consultant - Penserra - San Antonio, Texas
(2021-06 - 2025-07)
- Advised on identifying potential fundamental based active strategies and evaluated prospective business opportunities
- Assisted in the due diligence of potential business opportunities to further enhance the platform
- Leveraged professional relationships with key investment contacts to serve as introductory reference
Vice President, Senior Equity Strategy Analyst - Truist - San Antonio, Texas
(2022-06 - 2022-10)
- Led technology sector strategy across two portfolios covering IT and communication services
- Served as principal technology strategist in advisor discussions on portfolio positioning and outlook
- Delivered actionable earnings, valuation, and sector insights to senior strategists and managing director
Senior Equity Research Analyst - USAA Asset Management - San Antonio, Texas
(2016-10 - 2019-06)
Global senior equity research analyst in an active long only group of funds totaling $8 billion in assets under management responsible for developing the technology sector investment strategy within mid-to large capitalization technology companies focused on hardware, semiconductors and semiconductor capital equipment
- Executed fundamental bottom-up investment analysis of new investment ideas for three different portfolio managers including detailed financial models, industry overviews, competitive dynamics and valuation analysis
- Delivered ongoing earnings, valuation, and portfolio construction analysis to portfolio managers through written research and regular investment discussions
- Contributed to the multi-strategy team on external manager due diligence in preparation for meetings and portfolio review
Research Analyst - Kennedy Capital Management - St. Louis, Missouri
(2008-01 - 2015-10)
- Senior equity research analyst responsible for providing in-depth research and guidance over the firm's allocation of $5 billion in AUM small-cap and mid-cap companies; responsible for sector allocation and stock selection
- Technology sector specialist accountable for setting the firm's investment strategy for telecom, semiconductors, electronics manufacturing services, hard disk drive, distributor and communications equipment related securities
- Supported portfolio managers through company visits, conferences and institutional presentations
- Provided insights on fund performance within my sector in client meetings which included pension funds, endowments, consultants and investment trusts
Equity Analyst - Briefing.com - Chicago, Illinois
(2003-02 - 2007-01)
- Provided real-time comparative semiconductor analysis, valuation updates, and market commentary for proprietary trading and financial media platforms
Associate Analyst, Equity Research - Hotovec, Pomeranz & Co., Inc. - San Francisco, California
(2000-09 - 2002-12)
- Published equity research and developed financial models across semiconductor, storage networking, and security sectors
- Met with corporate management of leading semiconductor companies to discuss current business climate, industry trends, and evaluate strategic product roadmaps
Research Assistant, Equity Research - Preferred Capital Markets, Inc. - San Francisco, California
(1999-11 - 2000-08)
- Supported senior analysts covering internet infrastructure, semiconductors, and communications technology through financial model maintenance, company correspondence, and industry research
