Associate Vice President - Product Development

• Mar 2021 - Present

Senior Consultant, Capital Markets Strategy

• Oct 2018 - Mar 2021

Clients: - Leading CRE Private Equity Firm (Chicago, IL) - Tier I Investment Bank (Charlotte, NC)

Consultant, Capital Markets Strategy

• Jun 2017 - Sep 2018

Clients: - Tier 1 Investment Bank (Charlotte, NC) - Tier 1 Commercial Bank (Boston, MA)

Associate, Equity Sales and Trading

• Feb 2016 - Apr 2017

-One of three leaders brought on to develop the Midwest Institutional Equities effort at Guggenheim Securities -Developed quantitive models identifying equity trades appropriate for clients, leveraging relevant sector coverage, investing style (growth/value), and current holdings of buy-side managers -Encouraged/assisted with firm-wide adoption of automated VOIP sales software and migration of market data vendors -Licensed broker (Series 7 & 63) - servicing large institutional clients… Show more -One of three leaders brought on to develop the Midwest Institutional Equities effort at Guggenheim Securities -Developed quantitive models identifying equity trades appropriate for clients, leveraging relevant sector coverage, investing style (growth/value), and current holdings of buy-side managers -Encouraged/assisted with firm-wide adoption of automated VOIP sales software and migration of market data vendors -Licensed broker (Series 7 & 63) - servicing large institutional clients ($250m+ AUM) -Met regularly with portfolio managers (long-only and long/short) to discuss trade ideas and GS Equity Research -Provided clients with corporate access (CEO, CFO, IR) of companies in the Tech, Media, Telecom, Consumer, Healthcare and Financials/Fintech spaces in 7 major markets nationwide Show less -One of three leaders brought on to develop the Midwest Institutional Equities effort at Guggenheim Securities -Developed quantitive models identifying equity trades appropriate for clients, leveraging relevant sector coverage, investing style (growth/value), and current holdings of buy-side managers -Encouraged/assisted with firm-wide adoption of automated VOIP sales software and migration of market data vendors -Licensed broker (Series 7 & 63) - servicing large institutional clients… Show more -One of three leaders brought on to develop the Midwest Institutional Equities effort at Guggenheim Securities -Developed quantitive models identifying equity trades appropriate for clients, leveraging relevant sector coverage, investing style (growth/value), and current holdings of buy-side managers -Encouraged/assisted with firm-wide adoption of automated VOIP sales software and migration of market data vendors -Licensed broker (Series 7 & 63) - servicing large institutional clients ($250m+ AUM) -Met regularly with portfolio managers (long-only and long/short) to discuss trade ideas and GS Equity Research -Provided clients with corporate access (CEO, CFO, IR) of companies in the Tech, Media, Telecom, Consumer, Healthcare and Financials/Fintech spaces in 7 major markets nationwide Show less

Global Banking and Brokerage Consultant

• Jul 2014 - Feb 2016

-Provided extensive analytic solutions to Investment Banking, Equity Research, Sales and Trading clients, leveraging the FactSet platform for investment research, market analysis, financial modeling and client presentations -Directly supported 600+ users within major and boutique firms in Texas, Missouri and Illinois -Trained sell-side professionals at all levels on the FactSet software platform, from large groups of 100+ to one-on-one trainings -Provided extensive analytic solutions to Investment Banking, Equity Research, Sales and Trading clients, leveraging the FactSet platform for investment research, market analysis, financial modeling and client presentations -Directly supported 600+ users within major and boutique firms in Texas, Missouri and Illinois -Trained sell-side professionals at all levels on the FactSet software platform, from large groups of 100+ to one-on-one trainings

Summer Analyst

• May 2013 - Aug 2013

Intern for London operations of Argo Group, which specializes in property, liability and specialty (marine, cargo, offshore/onshore energy) insurance and reinsurance, managed through Argo's Syndicate 1200 within Lloyds of London. The internship consisted of rotation between the underwriting, actuary and finance departments. Intern for London operations of Argo Group, which specializes in property, liability and specialty (marine, cargo, offshore/onshore energy) insurance and reinsurance, managed through Argo's Syndicate 1200 within Lloyds of London. The internship consisted of rotation between the underwriting, actuary and finance departments.

Private Equity Summer Analyst

• May 2012 - Aug 2012

Summer Analyst (CBOT)

• May 2011 - Aug 2011

-Input, analyzed and managed trading positions for a senior commodity options trader -Validated and back-tested arbitrage models, identifying floor/screen variances -Executed clearing operations including accuracy and fulfillment of daily trades -Input, analyzed and managed trading positions for a senior commodity options trader -Validated and back-tested arbitrage models, identifying floor/screen variances -Executed clearing operations including accuracy and fulfillment of daily trades

Summer Analyst

• Jul 2009 - Aug 2009