16
years

Years of Experience

8/16

Member Since

Bulge Bracket Investment Banks

Experience

 
Wells Fargo Securities Finance
VP, Investment Banking
04/2013 - Present
Led the execution of investment banking transactions, including mergers and acquisitions (M&A), equity offerings and debt placements for public and private software companies. Owned all aspects of investment banking transaction execution, including financial modeling, business case development, competitive analysis, valuation, due diligence, market receptivity and shareholder communication, contract negotiation and deal announcement.
Jefferies LLC Finance
Associate, Investment Banking
08/2010 - 04/2013
Advised semiconductor, electronics and software companies on M&A, debt and equity offerings. Originated strategic advisory materials for clients, including industry and financial analyses, assessment of competitive dynamics, recommendations on capital structure and corporate development initiatives.Developed detailed quantitative analyses, including financial models that measured the impact of proposed acquisitions, mergers or divestitures.
UBS Finance
Associate Director
06/2008 - 07/2010
Managed marketing and transaction execution for clients in the Business Services, Clean Tech and Software industries. Prepared marketing presentations and strategic / financial analyses for M&A, leveraged buyouts, and equity and debt financings