16
years

Years of Experience

5/16

Member Since


Bulge Bracket Investment Banks
Fortune 500

Experience

 
Nomura Finance
Vice President, Industrials
11/2014 - Present
• Managed teams of two to four investment bankers in support of the Industrials Group’s business development efforts, including coverage of the Electronics & Electrical Components, Engineered Products, Materials Handling and Sensors sub-verticals
• Led teams of investment bankers, including coordination across various geographies and product groups, in the execution of several buy-side M&A and acquisition financing transactions

SunTrust Robinson Humphrey Finance
Vice President, M&A
05/2013 - 10/2014
• Managed teams of two to five investment bankers in support of the Industrials Group’s business development efforts, including the design of several M&A processes and the valuation of numerous companies, business segments and assets
• Led teams of three to six investment bankers in the execution of several sell-side and buy-side M&A transactions
• Developed standardized valuation models for use across the firm and with the internal fairness committee

Lazard Finance
Vice President, Power & Energy
04/2010 - 01/2013
• Led teams of three to six investment bankers in the execution of several M&A transactions
• Conducted numerous strategic reviews of companies, including reviews of business plans, strategic and competitive landscapes, dividend policies and corporate governance provisions, within the Power & Energy sector

Morgan Stanley Finance
Associate, Financial Institutions
08/2008 - 03/2010
• Coordinated teams of three to twelve investment bankers working across various industry and product coverage groups in the execution of several capital markets transactions, enabling access to the capital markets during the Financial Crisis
• Managed teams of three to six investment bankers focused on restructuring distressed balance sheets, resulting in the issuance of new equity, equity-linked and structured securities