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

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)


·       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