High impact investment management leader prized for developing individually tailored strategies to meet the needs of preeminent, multinational corporations and money managers engaged in banking, utilities, oil and gas, media, retail, real estate, and insurance.
Valued as a leader, innovator and critical thinker utilizing superior analytical/numerical aptitude to tackle complex issues and form timely, viable solutions.
Recognized for achievements in evaluating investment and business opportunities, including developing comprehensive understanding of companies and their markets.
Work directly with capital market groups, including building outstanding relationships with all capital market bankers and syndicates on the street.
Covered industry leaders, i.e.,Microsoft, Google, Apple, Pacific Life, Wells Fargo, PIMCO, Franklin, Blackrock, CALPERS.
Focused on setting and meeting lofty goals and achieving them — a two time All-American rugby player and three time National Champion.