Experience

Capital Investment Companies

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Jan 2023 - Present



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Investment Consultant

  • Oct 2021 - Nov 2022



NexPoint

• United States
• Investment Management
• 1 - 100 Employee

• Regional Sales Director

  • Jun 2018 - Jul 2021



Highland Capital Management, L.P.

• United States
• Investment Management
• 1 - 100 Employee

• Regional Sales Director

  • Jun 2018 - Oct 2018



Bluerock

• United States
• Financial Services
• 1 - 100 Employee

• Associate Vice President

  • Jan 2016 - May 2018



Realty Capital Securities

• Financial Services
• 1 - 100 Employee

• Assistant Vice President

  • Jan 2014 - Dec 2015



Moody's Analytics CRE

• United States
• Leasing Non-residential Real Estate
• 100 - 200 Employee

• New Business Associate

  • Jan 2013 - Jan 2014



Laidlaw & Company

• 546 Fifth Ave.

• Vice President Capital Markets

  • Mar 2012 - Oct 2012



Rodman & Renshaw, LLC

• Vice President- Sales

  • Mar 2010 - Feb 2012

  Continue all prior responsibilities Train new institutional brokers Instruct prospecting and selling techniques Assist in opening new accounts Research and call financial institutions worldwide to establish and maintain new relationships Maintain a self organized list of over 500 clients with sole responsibility Sell clients equity offerings and research across a variety of industries, sectors and geographical regions Opened more than 20 Institutional accounts Set up meetings for clients on all of our roadshows Show less



Maxim Group LLC

• Financial Services
• 300 - 400 Employee

• Broker

  • Sep 2008 - Feb 2010

  Private Wealth Management Broker Training Program Prospect and cultivate leads into new accounts through cold calling, individual meetings, and networking. Educate clients on market strategies: Specialized in small/mid cap companies. Shorting the market. Covered calls and naked puts. Rolling profits from equities into fixed income or mutual funds. Collaborate with clients to determine individual long and short term goals as well as their appetite for risk. Show less