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
General Business & ManagementView LinkedIn profile

Experience

  1. Managing Director

    Raymond James

    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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Brian P. — Managing Director at Raymond James in Atlanta, GA, US | Unifers