Presentation Transcript

1. East Shore Partners, Inc.

   By: Brandon J. Serralta
2. About East Shore East Shore Partners, Inc. ("East Shore") is an independent research boutique and brokerage house located in Hauppauge, New York. They offer ideas and objective analysis covering various sectors as well as specific companies within those sectors. In-The-Channel-Research Group
3. My Responsibilities / Projects Research Analysis Custom Reports Interactive Survey E-mail Company Website
4. Research Analysis Update weekly / quarterly spreadsheets for custom financial report Update existing database Used multiple financial application Thomson One Financial Bloomberg
5. Custom Reports This product: Confirms investment themes for being long of short a stock Gives the client the opportunity to trade the name Gives the client and potential clients an edge that many other sell-side research boutiques are incapable of providing for their clients.
6. Interactive Survey E-mail The purpose of the survey is to attain information from portfolio managers, analysts and traders. Questions pertain to current and future stock market conditions. Feedback Demographics
7. Company Website Renovate the company website New template design Newly added pages Login area with two levels of membership Free Trial Period Paying members Example of Login area (product trees) www.eastshorepartners.com
8. Company Website – User View
9. Company Website – Admin View
10. Apparent Concepts Marketing Concept Marketing Mix - 4 P’s of Marketing Relationship Marketing Relationship between brands and customers Decision Making Process Evoke Set NYSE Trading Concept
11. Marketing Concept The marketing concept is a business philosophy that says the customers’ want-satisfaction is the economic and social justification for a firm’s existence. The essentials of a firm’s marketing effort. The 4 P’s of Marketing. need for offering a new product. Marketing 301 – “Principles of Marketing”
12. Relationship Marketing The key to success is building relationships between brands and customers. Interact with customers on a regular basis. Give the customer a reason to maintain a bond with the company over time. Marketing 330 – “Consumer Behavior”
13. Decision Making Process The typical decision making process involves several steps: Problem Recognition Information Search Evaluate Alternatives Choosing the Product Evoke Set Market-size Effect Price-cutting Effect Marketing 330 – “Consumer Behavior”
14. NYSE Trading Concept The NYSE Euronext History of the “Big Board” Outcry system Finance 301 – “Corporation Finance”
15. Insight I did not confront any problems or issues that I felt I was unprepared for. Preparation for Series 7 examination
16. Thank you East Shore Partners, Inc. Anton Gerdes – Executive VP Jim Rao – Equity Analyst Pennsylvania State University – Altoona Campus Prof. Cynthia Wood – Faculty Supervisor Tom Shaffer – Internship Coordinator
17. References Solomon, Michael R, . Consumer Behavior: Buying, Having and Being. 8th Ed. Upper Saddle River, New Jersey: Pearson Education, Inc., 2009. Print. Futrell, Charles M, . Fundamentals of Selling. 10th Ed. New York, New York: McGraw-Hill/Irwin, 2008. Print. Jones, Gareth R, , and George, Jennifer M. Contemporary Management. 5th Ed. New York, New York: McGraw-Hill/Irwin, 2008. Print. Brealey, Richard A, , Myers, Stewart C, and Marcus, Alan J. Fundamentals of Corporate Finance. 6th Ed. New York, New York: McGraw-Hill/Irwin, 2008.