Financial Planning and Analysis

• Source, pitch, and execute transactions in Financial Services industry
• Responsible for revenue generation through the origination, execution and closing of M&A transactions
• Establish Trusted Advisor relationship with important corporate and private equity clients
• Build new relationships through thoughtful and targeted business development activities
• Identify prospects and pull in the appropriate team and resources to drive new client growth
• Provide technical and developmental support to junior and mid-level bankers

Managing Director, Financial Services Investment Banking

Assurance Manager – Foreign Investment Practice

Americas Operations & Finance Regulatory Compliance Professional

Tax Manager – Ultra High Net Worth

Investment Professional

Senior Finance Manager – Advisory Operations