Experience

B. Riley Securities

• United States
• Investment Banking
• 100 - 200 Employee

• Director, Investment Banking

  • May 2021 - Present



National Securities Corporation

• United States
• Financial Services
• 100 - 200 Employee

• Senior Vice President, Investment Banking

  • Mar 2011 - May 2021

  Originated and closed investment banking transactions serving emerging and middle-market companies across diverse industry verticals, including healthcare, technology, and financial services. • Executed equity and debt financing, M&A, and corporate advisory mandates. • Conducted industry, company and product analyses to evaluate transaction opportunities and formulate strategic recommendations. • Developed and managed relationships with clients and prospects. • Managed junior bankers and coordinated cross-functional projects. Securities offered through National Securities Corporation, member FINRA/SIPC Show less



new venture

• Stamford, CT

• Consultant

  • Mar 2010 - Mar 2011

  Explored business strategies for launching an investment management company. Performed industry, sector, and company level analysis. Explored business strategies for launching an investment management company. Performed industry, sector, and company level analysis.



BMO Capital Markets

• Canada
• Investment Banking
• 700 & Above Employee

• Banking Associate

  • Jun 2004 - Sep 2008

  Originated and executed investment banking transactions, including corporate finance advisory and capital raisings for public and privately-held corporations, financial sponsors, and other institutional investors active in healthcare and business services. Originated and executed investment banking transactions, including corporate finance advisory and capital raisings for public and privately-held corporations, financial sponsors, and other institutional investors active in healthcare and business services.



ABN AMRO Bank N.V.

• Netherlands
• Banking
• 700 & Above Employee

• Head of Custody, Relationship Manager

  • 2000 - 2002



BRD - Groupe Societe Generale

• Romania
• Banking
• 700 & Above Employee

• Banking Analyst

  • 1998 - 2000