Experience

I&D Consulting

• France
• Business Consulting and Services
• 1 - 100 Employee

• Project Manager

  • Jul 2016 - Present

  I&D provides a full spectrum of commercial real estate services. Equipped to perform project evaluations, market analysis, site acquisition, leasing, financing, entity administration and partner relationships, entitlements, dry utility, permitting, project and construction management services, & final disposition, we align with our clients’ needs to customize a package that is tailored to your specific project. I&D provides a full spectrum of commercial real estate services. Equipped to perform project evaluations, market analysis, site acquisition, leasing, financing, entity administration and partner relationships, entitlements, dry utility, permitting, project and construction management services, & final disposition, we align with our clients’ needs to customize a package that is tailored to your specific project.



Brean Capital, LLC

• United States
• Financial Services
• 100 - 200 Employee

• Vice President Institutional Equity Sales

  • Sep 2010 - Jul 2016

  - Provide equity research sales coverage to Southern California, Denver, Minneapolis, Dallas & Kansas City regions with a focus on healthcare, technology, energy & retail - Responsible for monetizing client services to new & existing accounts - Continually develop and build out new sales territories and accounts - Facilitate the placement of orders in various private & public offerings - Work with various internal groups, such as Research, Sales Trading, Capital Markets, Fixed Income and Marketing to facilitate client requests - Coordinate, attend and hosts client meetings, group lunches, roadshows, company field trips, etc. with corporate management teams and institutional investors Show less



Natixis

• France
• Financial Services
• 700 & Above Employee

• Associate Director Institutional Equity Sales

  • Aug 2006 - Sep 2010

  - Manage and provide US & European sales coverage for the entire Western Region account client base - Independently developed numerous new sales relationships with top tier mutual fund and hedge fund clients - Organized and ran more than 4 dozen road-shows handling top management teams, technical and industry analysts - Participated in establishing the annual Natixis Bleichroeder “Hidden Gems” Conference - Responsible for growing total Western Region revenues 84% Y/Y in ’07, 57% Y/Y in ’08 and flat in ’09 despite the firm losing more than half of its research product and team - Opened up some of the largest West Coast mutual funds with limited 3 sector coverage including healthcare, energy & media Show less