Edgewater, MD 21037
Cell: 443 223-0092
Home: 410 956-2439
Dr. Lawrence J. Horan, PhD Email: firstname.lastname@example.org
Career Wall Street Research Professional, 20+ years of experience in analyzing and forecasting
income and cash flow statements and balance sheets for a variety of industries. Strong skills in business
planning, forecasting and risk assessment as well as mentoring. Strong modeling and database
management skills in, Excel, Access MS Office and statistical software used for 20 years.
Identified industries in which the Department of Defense can increase small business
procurement activity to help it reach its goals through statistical analysis.
Evaluated a small business procurement opportunity model for Department of Defense through
statistical and econometric research.
Provided statistical and econometric evidence that supported the theory that industry structure
heavily influenced small businesses' (SB) shares of SB-eligible federal procurement awards.
National Investment Center for the Seniors Housing & Care Industry
Conducted internet-based conference for industry investors that explained the critical economic
and financial drivers of demand for seniors housing and care so that they could make educated
Presented key findings of statistical studies of supply and demand in an easily understood
Provided outlook for the industry and identified risks.
Director of Financial Research & Analysis 2007 to 2009
Brought innovative research ideas and quantitative techniques to this real estate based industry
and upgraded analytical content that received praise from the research community.
Identified the main economic drivers and established statistical models of the demand for seniors
housing and care.
Managed, hired and trained staff in research.
Collaborated with top management in directing four industry task forces identifying key metrics.
Presented quarterly assessment of industry conditions and how the trends in the economy and
financial markets were affecting the industry at national and local level.
Reviewed NIC’s large, complex data sets to develop and evaluate options and provide corrective
Made structural changes in survey methods and improved database accuracy.
Janney Montgomery Scott, Pittsburgh, PA (JMS purchased Parker/Hunter Inc.) 1999-2006
Senior Vice President/Director of Research (Parker/Hunter) 1999-2005
Collaborated with senior management to develop options and solutions to improve the
quality, quantity, and financial impact of research in first year as Director.
Developed a global macroeconomic view using various data sources to guide research as
well as assess the business and credit cycles with implications for the key businesses and
countries followed by research.
Turned a research department of seven analysts and five support staff viewed as costly
overhead into a highly regarded source of insights and actionable recommendations for
decision makers throughout the organization.
Used quantitative, economic and financial analysis to provide insights into the US economy
and various industries.
Provided economic insight to analysts that published on various industries and challenged
Provided statistically based industry outlooks for building materials, furniture, HVAC,
residential real estate, floor coverings, coatings & adhesives, appliances, electrical equipment
Made numerous public appearances to present economic and industry outlooks and the
firm’s strategy in an easily understood manner to people of various levels of financial
Guided management and our clients through the tumultuous markets and economic
environments of a recession, the tech bubble and the aftermath of September 11, 2001.
Designed an economic valuation model, which clearly demonstrated that many tech stocks
were overvalued during the tech bubble.
Prudential Securities, New York, NY 1989-1998
First Vice President, Senior Analyst
Used excel to build models incorporating economic and financial variables and project the
performance of various industries and the companies operating in them.
Led a team of four research professionals that analyzed, and provided research on the building
materials, construction, real estate, REITS, furniture, appliance, lighting, electrical equipment and
consumer electronics industries.
Interpreted economic and industry trends and changes in those trends and advised clients on
their impact on the industries of interest to them.
Published over 1,000 pages of research annually.
Initiated 250-300 institutional client contacts a month to keep them informed of economic,
financial and industry dynamics and any changes in recommendations or risks.
On the road one third of the time marketing ideas to clients and visiting CEOs and CFOs of
multinational companies such as American Standard, Black & Decker, Philips Electronics,
Siemens, Stanley Works, Whirlpool and York International.
Smith Barney Harris Upham, New York, NY 1983-1989
Vice President, Senior Analyst
Was responsible for economic forecasting using quantitative economic models and analysis and
published weekly commentary on economic and financial trends.
Assumed responsibility for economic and financial analysis of building industry, REITs and
consumer related industries using models built in excel.
Analyzed and published on companies in the building materials, construction, homebuilding,
furniture, and real estate industries.
Equitable Life, New York
While working for Doctorate, built business planning models for major lines of business.
Conducted business expense/revenue variance analysis
EDUCATION and PROFESSIONAL DEVELOPMENT
PhD in Economics, Columbia University ---specialized in Econometrics, Money and Finance
BS in Economics, Santa Clara University, CA—minored in Mathematics
Other Professional Accomplishments:
Ranked amongst the top six Building Materials Analysts by Greenwich Associates, Institutional
Investor and Reuters for over ten years
Developed a statistical model of the forward market for loanable funds at life insurance
companies in a monograph published by The Salomon Brothers Center for the Study of Financial
Presented Paper on Valuation at New York Society of Securities Analysts
Published articles in the National Association of Business Economists Quarterly, and for NYSSA