I guide the Applied Materials executive leadership team in the development of the company's growth thesis, strategic priorities, key initiatives and investor communications. I am also responsible for developing Applied’s marketing capabilities and community. My work served as the foundation for Applied’s strategies related to AI, ICAPS, Heterogenous Integration and Net Zero. I joined Applied in 2017 after spending ten years as a Senior Equity Research Analyst covering global technology stocks, including Apple and Samsung Electronics, for Morgan Stanley and Jefferies. Previously I worked for a decade as a researcher, ASIC design engineer, system architect and strategic planning manager at Intel Corporation. I hold an MBA in finance from The Wharton School and M.S. degrees in electrical engineering and mechanical engineering from the University of Minnesota. I hold 13 U.S. and international patents with more than 30 additional patents pending. I am also author of a book titled, “Equity Research for the Technology Investor – Value Investing in Technology Stocks.”