Experience

PCR Financial Aggregation

• United States
• Financial Services
• 1 - 100 Employee

• Inside Sales Executive

  • Jun 2022 - Present

  PCR is a highly trusted private client wealth aggregator helping wealthy families, their advisors and wealth tech firms develop winning digital transformation strategies. With groundbreaking automation, privacy and integration technologies, we streamline even the toughest to aggregate assets such as alternatives. PCR is a highly trusted private client wealth aggregator helping wealthy families, their advisors and wealth tech firms develop winning digital transformation strategies. With groundbreaking automation, privacy and integration technologies, we streamline even the toughest to aggregate assets such as alternatives.



WaveCrest Securities, LLC

• Los Angeles, California, United States

• Managing Director

  • Jun 2020 - May 2022

  Global, independent boutique middle-market investment banking firm. Global, independent boutique middle-market investment banking firm.



The Sirona Fund LLC

• Los Angeles, California, United States

• Managing Director

  • Sep 2019 - Apr 2020

  The Sirona Fund LLC manages a biotech investment vehicle with a laser-like focus and a long time horizon. The Sirona Fund LLC manages a biotech investment vehicle with a laser-like focus and a long time horizon.



Liquidity Finance LLP

• Greater Los Angeles Area

• Director

  • Mar 2018 - Aug 2019

  Liquidity Finance LLP ("Liquidity") was formed to create alternative avenues of liquidity in over-the-counter trading products among professional money managers by minimizing trading costs and improving the quality and objectiveness of flow information. The firms' initial focus is on Emerging Market products. Liquidity Finance LLP ("Liquidity") was formed to create alternative avenues of liquidity in over-the-counter trading products among professional money managers by minimizing trading costs and improving the quality and objectiveness of flow information. The firms' initial focus is on Emerging Market products.



Imperial Capital, LLC

• Financial Services
• 100 - 200 Employee

• Managing Director

  • Sep 2017 - Feb 2018

  Imperial Capital, founded in 1997, is a full-service investment banking firm with offices in Los Angeles, New York, San Francisco, Minneapolis, Boston, and Chicago. Imperial Capital provides institutional clients research and sales and trading of high yield and distressed debt securities, bank debt, convertible bonds, emerging market debt, preferred stocks, and equities Imperial Capital, founded in 1997, is a full-service investment banking firm with offices in Los Angeles, New York, San Francisco, Minneapolis, Boston, and Chicago. Imperial Capital provides institutional clients research and sales and trading of high yield and distressed debt securities, bank debt, convertible bonds, emerging market debt, preferred stocks, and equities



The Sirona Fund LLC

• Greater Los Angeles Area

• Managing Director

  • Aug 2015 - Aug 2017

  The Sirona Fund LLC manages a biotech investment vehicle with a laser-like focus and a long time horizon. The Sirona Fund LLC manages a biotech investment vehicle with a laser-like focus and a long time horizon.



Barclay Investments, Inc.

• Former Director

  • Apr 2003 - Jul 2015

  Former Director and Fixed Income Account Manager. Macro-oriented fixed income sales with a specialization in Emerging Market Debt. Clients included the world's largest asset managers, mutual funds and hedge funds. Developed and launched the U.S. Corporate Credit group. Expanded the institutional client base in Europe and the U.S. by over 30% within two years. Established new sell-side relationships in the U.S. Corporate, Emerging Market Debt and U.S. Treasury markets. Consistently generated millions in sales production.



ICAP

• United Kingdom
• Financial Services
• 700 & Above Employee

• Senior Vice President

  • Apr 2001 - Mar 2003

  Recruited in 2001 to join as co-head of Brady bond desk. Remodeled the relationship between ICAP's New York and London trading centers resulting in a 500% increase in trading volume between centers. Delivered on the mandate to increase market share from fourth to first within six months. Recruited in 2001 to join as co-head of Brady bond desk. Remodeled the relationship between ICAP's New York and London trading centers resulting in a 500% increase in trading volume between centers. Delivered on the mandate to increase market share from fourth to first within six months.



Euro Brokers

• Greater New York City Area

• Senior Vice President

  • Apr 1993 - May 2000

  Joined in 1993 as head of settlements. Promoted to Brady bond desk in 1995 and became head of the desk in 1997. Oversaw the most successful Emerging Market desk for four years, achieving greater than 60% market share with annual revenue in the tens of millions. Coordinated efforts between three centers of operation: New York, London and Buenos Aires. Joined in 1993 as head of settlements. Promoted to Brady bond desk in 1995 and became head of the desk in 1997. Oversaw the most successful Emerging Market desk for four years, achieving greater than 60% market share with annual revenue in the tens of millions. Coordinated efforts between three centers of operation: New York, London and Buenos Aires.