Brian P.
Managing Director, Software Equity Research Analyst at Raymond James
- Role
- Managing Director at Raymond James
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
Experience
Managing Director
May 2017 — Present · Atlanta, GA, US
Cover 41 stocks in the application software sector, including AVLR, AYX, BIGC, BL, BLKB, BOX, BRZE, CHGG, COUP, COUR, CRM, DCT, DH, DOCS, DTOL, EVBG, EVCM, FRSH, GLBE, HUBS, INST,INTA, KARO, MANH, MIXT, MLNK, MODN, NCNO, PCTY, PWSC, PYCR, QTWO, RNG, SHOP, UPLD, USER, VEEV, WEAV, WK, XM and ZI.Manage team of four other research professionals.Cultivate relationships with relevant industry contacts, conduct channel checks and develop industry and company specific expertise.Communicate investment recommendations to the sales force and institutional investors.Develop relationships and maintain consistent contact with both publicly traded and private company management teams, including bus tours, conferences and non-deal road shows.
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration - BBA, Accounting and Finance
2002 — 2006
University of Michigan
BBA, Finance & Accounting
2002 — 2006
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