Functional Skills

Market Research
Investor Relations
CRM Selection / Implementation
Industry Expertise
Communications

Software Skills

Microsoft Excel
Microsoft PowerPoint
Salesforce
Trello

Certifications

CAIAChartered Alternative Investment Analyst

Sector Experience

Financial Services
Aerospace & Defense

Languages

English
9
hours

Avg Response Time

6
jobs

Jobs Completed

204
hours

Total Hours Logged

23
years

Years of Experience

Bulge Bracket Investment Banks
Fortune 500

Experience

 
Seattle-based Hedge Fund Finance
Investor Relations
03/2019 - Present
Lead capital raising, business development and investor communications for an investment fund.
Iron Harbor Capital Management Finance
COO and Director of Marketing & Investor Relations
08/2010 - 08/2018
We are a hedge fund start-up pursuing a global macro strategy with a five-year track record. Iron Harbor Capital is a small fund, so my responsibilities vary widely from monitoring compliance to crafting pitch books. At present, most of time is dedicated to capital raising efforts.
Morgan Stanley Finance
Global Head of Marketing, Prime Brokerage
07/2008 - 02/2009
I developed and executed marketing strategy for the prime brokerage business -- working closely with research, sales and strategy teams.
BNP Paribas Finance
Head of Strategic Marketing, Equity Derivatives division
03/2006 - 07/2008
Directed the development of all qualitative and quantitative (back testing models of equity derivative products) marketing collateral and client events (conferences and symposia) for the division including all structured products sales teams.
Edelman Corporate Strategy & Development
VP, Financial Communications Practice
01/2004 - 02/2006
Developed communications strategy for C-Suite of public companies -- preparing them for analyst and earnings calls, announcements and crisis communications.
Miorgan Stanley Finance
Vice President
08/1996 - 04/2001
Vice President, Equity Capital Markets: Coordinated with equity research and corporate finance divisions to market transactions, measure public market value, assess investor demand and optimally price equity securities of over 24 corporate issuers
Associate, Equipment Finance Group, Debt Capital Markets: Constructed bond pricing models to create equipment trust certificates and marketed these securities to clients in airline and railroad industries