Experience

Corbin Advisors

• United States
• Capital Markets
• 1 - 100 Employee

• Director

  • Sep 2022 - Present

  - Develop and execute strategic and effective investor communication approaches that create competitive advantage in the face of changing business, sector, and/or market conditions - Support client's investor relations efforts, drafting, and reviewing financial communications materials, targeting and marketing investors, and supporting any and all client-generated requests and questions - Drive best-practice mindset and executional excellence to deliver outsized value - Develop and execute strategic and effective investor communication approaches that create competitive advantage in the face of changing business, sector, and/or market conditions - Support client's investor relations efforts, drafting, and reviewing financial communications materials, targeting and marketing investors, and supporting any and all client-generated requests and questions - Drive best-practice mindset and executional excellence to deliver outsized value



CrossFirst Bank

• United States
• Banking
• 300 - 400 Employee

• Corporate Strategy and Investor Relations Manager

  • Jan 2020 - Sep 2022

  • Develop clear, insightful presentations for executives and Board members that are data driven to support the decision making process and the strategic direction of the company • Drive the development and dissemination of the quarterly earnings release, investor presentations, speeches, frequently asked questions, and materials for investor conferences within regulatory frameworks • Prepare benchmarking materials on industry trends, shareholders concerns, and competitor actions that may impact the company • Build excel models, focusing on financial valuation of potential investment and acquisition opportunities, capital planning, SPAC investments, equity and debt issuance, and buy-back initiatives for presentation Show less



C2FO

• United States
• Financial Services
• 700 & Above Employee

• Working Capital Advisor

  • Jun 2019 - Dec 2019

  Revolutionizing the way Global 2000 businesses generate and allocate capital. Consulting to optimize working capital, reduce supply chain risk, enhance supplier diversity, and generate passive returns that materially impact earnings per share. Driving innovation for the world's largest multinationals in global operations, finance, and treasury to reduce cost, leverage offshore cash, and scale businesses globally. C2FO is the first working capital market in the world and the only financial technology for on-demand invoice discounting used by the Fortune 100. Our proprietary Name Your Rate accelerated pay option is available in 100+ countries and dozens of currencies from a growing list that includes most of the Fortune 50. C2FO is Collaborative Cash Flow Optimization. Show less



Berkshire Bridge Partners LLC

• Greater Chicago Area

• Founder and CEO

  • Oct 2017 - Jan 2019

  • Designed daily trading strategies based on relative value between the US and Japanese stock markets • Determined futures and options trade entry and exit based on technical analysis and market fundamentals • Filed all financial and regulatory reports • Designed daily trading strategies based on relative value between the US and Japanese stock markets • Determined futures and options trade entry and exit based on technical analysis and market fundamentals • Filed all financial and regulatory reports



UBS Securities

• San Francisco and Chicago

• Multi-Asset Institutional Sales

  • Jun 2009 - Sep 2017

  • Built client relationships that doubled West Coast sales from ’09 – ’12 with focus on investment managers, cash management departments, corporate treasuries, and government pensions • Relocated to Chicago from San Francisco in July 2012 to reestablish UBS’ Midwest presence and expand client base after strong performance growing the firm’s West Coast footprint • Helped grow Chicago office sales by over 65% in 4 years which included learning how to service insurance company, bank, and hedge fund clients • Published Daily Summary of critical indicators that included market dislocations and relative value opportunities using technical analysis to colleagues and clients prior to market open • Built excel and VBA based models to track relative value across different assets and currencies • Actively advised clients on how to best manage their portfolios and balance sheets during the implementation of the Dodd/Frank regulations o FINRA Series 3, 7, 63 Certified Show less



Silo Energy

• Vice President Sales

  • Jan 2009 - Jun 2009

  Silo was an energy conservation company. I focused on selling induction fluorescent lighting particularly to municipalities, schools, hospitals, airports, warehouses, hotel garages and large commercial retailers. We also assisted in secured funding for large-scale projects with the help of strategic alliances with key partners. Silo was an energy conservation company. I focused on selling induction fluorescent lighting particularly to municipalities, schools, hospitals, airports, warehouses, hotel garages and large commercial retailers. We also assisted in secured funding for large-scale projects with the help of strategic alliances with key partners.



Countrywide Financial Corp

• Los Angeles, CA

• Assistant Vice President - Portfolio Management

  • Jul 2004 - Dec 2008

  o Tracked the relative value and traded more than 15 different fixed income and credit futures and derivative products to manage the mortgage servicing portfolio risk to changes in interest and volatility rates o Developed and modeled daily trade strategies for a new “theoretical portfolio” hedge against the $1 trillion mortgage servicing portfolio liability for C-Suite risk management approval o Managed relationships with broker dealers and third-party vendors for the desk o Generated market summary and trade hedge effectiveness reports for annual company-wide Asset-Liability Committee (ALCO) updates using PowerPoint slides o Created Excel VBA based system for reconciling daily trades o Confirmed the accuracy of all over-the-counter trade document details Show less