Experience

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  Kroll

  • United States
  • Business Consulting and Services
  • 700 & Above Employee

  • Managing Director

    • Jan 2023 - Present

    I lead Kroll's coverage of North America key account relationships in private equity and support key account coverage of global financial institutions, corporate clients and law firms. In addition, I am focused on originating M&A and private capital markets opportunities and coordinate coverage of financial sponsor client activity in the Northeast region.

  • Managing Director, Corporate Finance

    • Jun 2020 - Feb 2023

    I focus on Consumer M&A advisory supported by a team based in New York, Los Angeles and overseas. Additionally, I lead the coordination of M&A activity and private equity and financial sponsor coverage in New England, lead business development of cross-border M&A business in Asia Pacific (ex-Japan) and help to support Kroll’s other businesses in these geographies including Valuation Advisory; Governance Risk Investigations and Disputes; Kroll Cyber Risk; Compliance and Regulatory Consulting and Prime Clerk.

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  Tully & Holland, Inc.

  • Boston

  • Managing Director

    • Jan 2017 - May 2020
    • Boston

    M&A advisory and financing for middle market consumer and retail companies. At Tully & Holland, we have 25 years of experience advising consumer products companies. I am primarily focused on the food & beverage and retail and e-commerce sectors. I also carry decades of experience in...

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  Barclays Investment Bank

  • Hong Kong

  • Managing Director

    • Aug 2010 - Apr 2016
    • Hong Kong

    Chairman of Global Finance, Asia PacificHead of Hong Kong Investment BankingHead of Debt Capital Markets, Asia Pacific

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  Rockefeller & Co., Inc.

  • Greater New York City Area

  • Managing Director

    • Mar 2009 - May 2010
    • Greater New York City Area

    Head of International Marketing and Fundraising

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  Merrill Lynch

  • Hong Kong

  • Managing Director

    • Dec 2006 - Mar 2009
    • Hong Kong

    Head of Debt Capital Markets, Asia Pacific (ex-Japan)

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  Credit Suisse

  • Hong Kong

  • Managing Director

    • Mar 2000 - Dec 2006
    • Hong Kong

    Head of Debt Capital Markets, Non-Japan Asia

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  UBS

  • Hong Kong, Singapore, New York

  • Director

    • Jun 1995 - Mar 2000
    • Hong Kong, Singapore, New York

    Debt Capital MarketsInvestment Banking and Corporate Finance, Financial Institutions GroupPrior to UBS, I worked in the investment banking analyst program at Alex Brown & Sons in Baltimore, MD from 1993 to 1995.