Educational Background

Univeristy of California Santa Barbara, Biological Sciences, B.S.
2002 - 2005

Molecular, Cellular and Developmental Biology Coursework: Molecular Genetics, Developmental Neurobiology, Molecular and Cellular Immunobiology, Molecular and Cellular Immunobiology Lab, Animal Virology, Medical Microbiology, Cell Cycle Regulation, Research Colloquia in Biological Sciences and Pharmacology
Mathematics & Statistics Related Coursework: Differential and Integral Calculus including analytic geometry, functions and limits, derivatives, techniques and applications of differentiation, logarithmic and trigonometric functions, definite and indefinite integrals, techniques of integration, with applications in mathematics and physics, and Statistics and Applied Probability

Founded in 2009, by Lindsay Leonard, Santa Barbara Estate Services provides innovative new services designed to enable executors and trustees to handle their responsibilities as smoothly and efficiently as possible while helping honor the final wishes of elders and loved ones.
These services include specialized elder care assistance ‘Getting Organized,’ Assistance and Advocacy services, and Executor and Trust Administration Assistance. These responsibilities are oftentimes overlooked and underestimated until the process of handling the affairs begins. Santa Barbara Estate Services helps its clients feel informed, up-to-date, and in control of their affairs while providing the framework to carry out the eventual responsibilities of the estate and helps its clients get through times of overwhelming stress with experienced, knowledgeable and compassionate assistance taking care of the details.
Performed research and development of business plan, launched company, execution on marketing strategy and financial objectives, and management of growth and clients.

Founded in 1974, Dunvegan Associates provides its clients with an exceptionally personalized service of portfolio advice and investment using a process that capitalizes on knowledge of the intrinsic value of markets and companies.
Performed complex security and fixed income investment analysis using the Bloomberg Platform to run equity and bond screens; monitor world economic indicators, equity market indicators, technical indicators, economic calendars, Fed news and analytics and distressed debt markets; analysis of comparable bond analytics based on rating and industry; monitor government swap and agency data; perform yield analysis, spread analysis and total portfolio analysis; and regularly constructed discounted cash flow models.
Industry analysis including: Oil and Gas, Alternative Energy, Shipping, Health Care, Housing, Technology, REITs, Master Limited Partnerships (MLPs), Banking and Emerging Markets.
Regularly used as resources: Jefferies, Value Line, IBD, Barron’s and the Economist.
Administrative assistance including use of Ayxs and broker statement reconciliation.

Founded in 2000, by Lance Helfert and Kinko’s founder Paul Orfalea, WCAM uses a unique entrepreneurial approach to investing to provide exclusive equity and alternate asset management to high net worth individuals, institutions and charitable foundations. WCAM’s assets under management were $533 million as of year end 2007.
Performed intensive investment research and analysis of companies, products and industries under consideration with direct supervision of the Chief Investment Officer and Portfolio Manager. Industries of companies analyzed include: Biotechnology and Drugs, Broadcasting and Cable TV, Consumer Financial Services, Food Processing, Major Drugs, Personal Services, Recreational Products, Regional Banks, Restaurants and Retail (Specialty, Department and Discount).
Analyzed financial performance of selected companies and industries based on company annual reports, 10-Q filings, 8-K releases, company conference calls and presentations on the internet; Monitored 13-D and 13-F filings; Evaluated business plans’ viability and capital structure; Constructed complex financial, operational and quantitative valuation models including discounted cash flow, forward earnings, and sum of the parts; Produced research reports and investment conclusions.
Internet Resources including: Capital IQ, EdgarPro, themarkets.com and ValueInvestor Insight.

Genitope Corporation was a biotechnology company focused on the research and development of novel immunotherapies for the treatment of cancer.
Generated and characterized monoclonal antibodies employing antibody screening strategies and purification of antibodies using chromatography.
Performed enzyme-linked immunosorbent assay optimization and development using Luminex xMAP technology.

IntegriGen was an early stage biotechnology company focusing on next generation antibody therapeutics.
Performed molecular biology experiments under the direct supervision of the Chief Scientific Officer and Director of Molecular Biology in developing an in vitro library of the human pre-immune antibody repertoire. This library of antibody genes is expressed on phages which are screened against desired antigens, yielding potential therapeutic drugs to treat human diseases.
Designed and carried out VDJ recombination experiments in vitro: PCR reactions of human V_H, V_L, D, & J antibody genes are multiplexed in various combinations, including overlap extension PCR, to yield assembled antibody genes (VDJ) (complexity of >10⁸ )
Corresponding Laboratory Techniques:

My work referenced above provided the fundamental data used in our patent submission of 2003 as noted below.

Methods and Compositions for Generation of Germline Human Antibody Genes. Smider VS, Sharma V and Leonard L. (60/501,073; PCT)