Experience

Threadstone Capital

• United States
• Investment Banking
• 1 - 100 Employee

• Managing Director, Investment Banking: Consumer Products and Retail Sector

  • Jan 2015 - Present

  Greater New York City Area



Consulting

• Independent Business Advisor

  • Dec 2013 - Dec 2014

  Greater New York City Area Helped clients achieve their goals and create value by effectively identifying each client’s strategic needs and working alongside them to meet objectives. Consulted on strategic and financial issues, develop business plans, assist with M&A processes and special projects, provide valuation advice Consulting engagement with The Estée Lauder Companies on new business development projects



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Director, Investment Banking: Retail & Consumer Products Industry Coverage

  • Jun 2007 - Jul 2013

  Greater New York City Area Client coverage effort focused on select consumer product verticals, including Beverages and Personal Care, as well as Specialty Retailers Executed M&A and financing transactions for clients including The Neiman Marcus Group, PETCO Animal Supplies, totes Isotoner, Dr Pepper Snapple Group, and The WhiteWave Foods Company (parent company of Silk, Horizon Organic and International Delight brands), among others



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Equity Research Associate Analyst: Retail Sector

  • Jul 2006 - Jun 2007

  Greater New York City Area Coverage universe included Walmart, Target, Costco Wholesale, BJ's Wholesale Club, The Home Depot, Lowe's Home Improvement, AutoZone, Advance Auto Parts, O'Reilly Auto Parts



Bear Stearns

• Equity Research Associate: Luxury Goods

  • May 2005 - Feb 2006

  Greater New York City Area Led day-to-day coverage of the luxury goods sector (LVMH, Richemont, Bulgari, Burberry, Coach, Tiffany & Co.) Provided continuous support for coverage of softlines retailing, reporting directly to Retail Group Head, Dana Telsey



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• Equity Research Associate: Transportation & Logistics

  • Jun 2004 - May 2005

  Greater New York City Area



Lazard

• United States
• Financial Services
• 700 & Above Employee

• Equity Research Associate: Transportation & Logistics, Leisure & Cruise Lines

  • Apr 1999 - Jun 2004

  Greater New York City Area



Rothschild & Co

• France
• Financial Services
• 700 & Above Employee

• Equity Research Associate: Special Situations / Spin-Offs

  • Jul 1997 - Mar 1999

  Greater New York City Area