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

Senior Manager – Financial Markets, CMBS Securitization

Associate Director, Structured Finance – CMBS Data Centers

Senior Operations Finance Analyst

Portfolio Manager, UHNW Team, Vice President

Financial Planning Engagement Desk – Associate Planning Director