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Special Consultant to CEO
Ryoma MC
Milano, Italy
Sep 2014 - Dec 2014 (3 months)
Analyzed U.S. market for industrial espresso machines to provide product development and marketing strategy for Ryoma. Recommendations included alternative product development strategy (table top market) and re-alignment of U.S. sales channel.
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Managing Director - Equity Research
Scotiabank
Toronto, Canada
Sep 1997 - Jan 2014 (16 years 4 months)
Provided financial and industry analysis on companies involved in the mobile communications equipment industry. Delivered buy & sell recommendations on stocks including Apple, BlackBerry, Qualcomm and Nokia. Interacted with CEOs and CFOs of covered companies and maintained direct relationships with portfolio managers and analysts of institutional investment firms globally. Ranked #1 Communications Equipment Analyst by WSJ in 2009.
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Venture Capital Investment Manager
BCE Capital
Montreal, Canada
May 1995 - Aug 1997 (2 years 3 months)
Sought investments in technology start up companies. Invested between $0.5M to $5 M per company. Negotiated terms of agreement and undertook and completed the due diligence process. Presented investments to BCE Capital Board of Directors.
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Financial Analyst - Product Line Management
Nortel Networks
Montreal, Canada
May 1991 - Apr 1995 (3 years 11 months)
Worked with product line management and marketing to develop fully documented financial analysis for new product initiatives.