2002-2004         Santa Barbara Asset Management        Santa Barbara, CA

Research Analyst (generalist)

n     Grew with firm from $500M AUM to $1500M.

n     Member, Investment Committee.

n     Covered a stable of positions in our Large Cap Growth Product.

n     Initiated investment ideas, wrote full research reports, & successfully pitched to investment committee.

n     Provided background research to research & marketing departments.

n     Managed research software (Baseline & ProxyEdge).

2001                 EVLI Investment Management, LLC  San Francisco, CA

Junior Research Analyst

n     Initiated coverage of various US tech companies for our European investors.

n     Tracked companies from a valuation, technological, and macro-economic point of view. Attended investor conferences and on-site company visits.

1996-2001         Team USA                      Toronto, New York, London

Professional Squash Player

n     World #81, the second highest ranking in the history of American squash; North American Ranking: 6.

n     Selected to serve as Foreign Diplomat at international press conferences.

n     Connections with many influential businessmen nation-wide.

n     Sponsored by The Latin America Enterprise Capital Corporation.

n     Experience with the cultures of 11 countries in 4 continents.

n     Selected to represent the United States at 3 World Championships.

n     2-time First Team All American, All-Ivy, All-Tournament Team.

n     Recipient of the George C. McFarland, Jr. Trophy for Leadership.

n     2 years experience as squash pro at Racket & Tennis Club, New York.

1992–1996        Princeton University                                  Princeton, NJ

n     B.A., Politics.

n         CFA Level II Candidate

n         Series 65

n         Proficient in Axys, ProxyEdge, Moxy, Baseline, Excel

n         Proficient in French, Spanish

n         Board member, United States Squash Rackets Association

n         Board member, Princeton Alumni Association of Santa Barbara