Experience

Fiera Capital

• Canada
• Financial Services
• 400 - 500 Employee

• Senior Vice President

  • Sep 2016 - Present

  New York City Metropolitan Area Work as part of a six person team that manages over $3bn in AUM across various asset classes, including fixed income, equity and private investments. Responsible for strategic and tactical asset allocation decisions. Source and monitor both internal and external managers for client portfolios.



LGIM America

• United States
• Investment Management
• 100 - 200 Employee

• Associate

  • Aug 2015 - 2016

  Greater Chicago Area Manage the ongoing relationship for LGIMA's pension fund clients, with roughly $115bn in AUM, across active fixed income, equity index and liability-driven investment strategies. Responsible for monthly and quarterly portfolio and investing strategy reviews and relevant market updates.



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Financial Sponsors Summer Associate

  • Jun 2014 - Aug 2014

  Greater New York City Area Arranged various transactions for private equity clients including leveraged buyouts, mergers and acquisitions, and debt financings across a variety of industries, working closely with both the private equity firm as well as the target management team.



Bank of America Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Capital Markets, Senior Analyst

  • 2010 - 2013

  New York, NY Developed fixed income corporate strategies for Fortune 500 companies in the Media, Telecom and Healthcare industries and directly assisted in the origination, structuring, and execution of investment grade debt transactions, raising approximately $100bn in new debt issuances.



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Sales Summer Analyst

  • May 2009 - Aug 2009

  Chicago, IL Futures and Options Sales Desk



WestLB

• Banking
• 200 - 300 Employee

• Sales & Trading Summer Analyst

  • Jun 2008 - Aug 2009

  New York, NY Latin America Local Markets Sales and Trading Desk