Experience

GT Securities
• United States
• Investment Banking
• 1 - 100 Employee
• Managing Director

  • Mar 2023 - Present

eToro
• United Kingdom
• Financial Services
• 700 & Above Employee
• Consultant

  • Oct 2022 - Feb 2023

Gatsby Securities
• Principal

  • Mar 2021 - Oct 2022

Oberon Securities, LLC
• United States
• Investment Banking
• 1 - 100 Employee
• Managing Director

  • Jun 2017 - Mar 2021


Kota Global Securities Inc.

• CEO

  • Jun 2010 - Oct 2016

  Vision to build and strategically position broker-dealer to leverage technology and expand its global trading reach to over 60 countries, helping clients meet their investment objective Created unique for-profit and non-profit business model, contributing percentage of operating revenue and investment banking underwriting fees from broker-dealer to sister entity, Kota Global Social Ventures (KGSV) Through innovation, technology, broad buy- and sell-side experience and a culturally diversified group of professionals, successfully engineered the rebirth of a 19-year-old minority-owned boutique broker-dealer Grew team of four to six times within three years, expanding both domestically and internationally with offices in Chicago, Newport Beach, San Francisco, Singapore, Seoul and London Launched Capital Markets effort in April in 2012, participated in almost $40bn in corporate and preferred transactions in a co-manager or selling group role (transactions included financial and utility sectors, insurance, automotive, and technology-media-telecommunications (TMT). Show less



Anvil Global Partners LLC

• Financial Services
• 1 - 100 Employee

• CEO

  • Jan 2007 - Jun 2010

  Founded and formed a Fund of Funds to invest in local PE & VC funds in China, India, and MENA Raised $1.2million in seed funding and soft commitment from angel investors Founded and formed a Fund of Funds to invest in local PE & VC funds in China, India, and MENA Raised $1.2million in seed funding and soft commitment from angel investors



Utendahl Capital Partners

• Financial Services
• 1 - 100 Employee

• Senior Managing Director

  • Jun 1993 - Jan 2007

  Head of Broker Dealer Equity & Fixed Income 2004-2007 Co-Head of Broker Dealer 1998-2004 Head of Equity 1993-1998 Built Equity division of Utendahl Capital Partners Established record in investment banking, investment management, capital markets, sales & trading Participated in over 200 IPOs in the US Head of Broker Dealer Equity & Fixed Income 2004-2007 Co-Head of Broker Dealer 1998-2004 Head of Equity 1993-1998 Built Equity division of Utendahl Capital Partners Established record in investment banking, investment management, capital markets, sales & trading Participated in over 200 IPOs in the US



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Associate

  • 1990 - 1993

  Private Client Services Private Client Services



Drexel Burnham Lambert

• Investment Banking
• 1 - 100 Employee

• Associate

  • Aug 1989 - Feb 1990

  Worked in the High Yield Department in Beverly Hills. First year associate in research for sales support. Worked in the High Yield Department in Beverly Hills. First year associate in research for sales support.


IBM
• IT Services and IT Consulting
• 1 - 100 Employee
• Marketing Rep

  • Jun 1980 - Jan 1985