Description
EXPERIENCE
CITIGROUP GLOBAL MARKETS INC. New York, NY
Director, Equity Capital Markets May 2011 – Present
· Specialization in Real Estate and FIG Sectors (Mortgage REITs, Mortgage Servicers & Asset Managers)
· Pitch and advise clients on strategic financing alternatives including equity and equity linked products
· Analyze and construct bespoke client solutions around issuance sizing, investor targeting and execution alternatives
· Cultivate and maintain consistent client dialogue and relationships to position the firm for future opportunities
· Formulate and draft internal and external offering materials including roadshow presentations and sales teach-ins
· Leverage internal relationships with banking, product, wealth management, equity sales and international teams for the successful completion of capital raises, bake-offs and other client solutions such as non-deal roadshows
· Target new business opportunities and create client campaigns to integrate Citi in to financing discussions
· Active in junior banker development, and both core and non-core recruiting
· Origination and execution of over $40bn of bookrun issuance
UBS INVESTMENT BANK New York, NY
Associate Director, Equity Capital Markets, Securities Division Sep 2009 – April 2011
· Covered public and private Energy, Healthcare, Cleantech and Real Estate companies in the Americas
· Created client pitch materials for various financing solutions including private placements, IPOs and follow-ons
· Origination and execution of over $12bn of bookrun equity issuance and structured products across sectors
LEHMAN BROTHERS INC. / BARCLAYS CAPITAL INC. New York, NY
Associate, Private Capital Markets, Equity Capital Markets Aug 2007 – Dec 2008
· Placed public and private equity, private debt and hybrid securities for clients across industry sectors
· Performed detailed valuation analyses, drafted private placement memoranda and other client marketing materials
· Led targeted investor calling, diligence, negotiated term sheets and managed the transaction closing and funding process
LEHMAN BROTHERS INC. New York, NY
Summer Associate, Global Communications & Media Group, Investment Banking Division Summer 2006
· Conducted detailed financial (including M&A and LBO models) and competitive analysis, as well as due diligence in the media, telecom and Internet sectors
DELTATRE MEDIA London, England
Manager, Sales & Business Development Jan 2003 – Jan 2005
Start-up division of Deltatre specializing in bespoke technology solutions for sports, media and telecom companies
· Managed sales process from lead generation to contract negotiation and client management; increased annual revenue for London office from $200k to $1m within 2 years
VIDEO NETWORKS, LTD / UNIVERSAL SPORTS MARKETING London, England
Product Manager, Sport Dec 1998 – Nov 2002
UK’s leading broadband and on-demand TV and video company, under the HomeChoice brand
EDUCATION
UCLA ANDERSON SCHOOL OF MANAGEMENT Los Angeles, CA
M.B.A., Finance and Entrepreneurship June 2007
· Leadership: Investment Finance Club – Investment Banking Director, Student Admissions Service
UNIVERSITY OF NORTHUMBRIA Newcastle, England
B.A. International Business Management and Spanish (Honors) June 1999
· Leadership: Varsity Basketball Captain – National Finalists (1997)
ADDITIONAL
· Activities: Basketball (ex semi-professional), soccer, golf and snowboarding
· Travel: 6 continents and over 30 countries, including 1 year teaching in New Zealand
· Philanthropy: Lewa Conservancy, Kenya
· Other: NASD Series 63 & Series 7. Green Card