Sean is the founder and author of TheUdallReport.com formerly (The TechStrat Report) a Technology based newsletter focusing on investments in leading (and contrarian) growth companies focused on technology innovation. Focused research involves identifying a combination of sustainable themes, innovation and valuation driven catalysts.
Sean has authored contrarian and catalyst driven content since 2005. Specialities are Technology, BioTech, Financials and Global Maco.
In the corporate world, Sean performed key foundational work in shaping three fortune 1000 companies’ Risk Management and Treasury units. Specialties’ were leadership in Economic Capital modeling, equity derivatives research and hedging programs. Portfolio size was in excess of $100 billion dollars. He also led projects involved in innovation, strategic scenario analysis and M&A.
Sean Udall actively managed portfolios and financial plans as a Financial Consultant with two leading firms, Salomon Smith Barney and Morgan Stanley for nearly a decade. Sean’s individual focus was discretionary asset management.
Sean’s prior corporate finance experience includes Sr. Treasury Analyst roles for two leading financial service companies (Visa and VeriFone) where he spearheaded various hedging programs.
Sean graduated from the University of Montana in Finance. He is an avid golfer, a semi-retired tennis player and enjoys getting back west to the Rockies whenever possible.