Experience

Needham & Company

• United States
• Investment Banking
• 100 - 200 Employee

• Managing Director, Institutional Equity Research Sales

  • 2013 - 10 years



Canaccord Genuity - Global Capital Markets

• United States
• Financial Services
• 500 - 600 Employee

• Managing Director, Institutional Equity Research Sales

  • Jul 2009 - Jan 2013

  Chicago, Illinois Recruited to launch, establish, and run the new Chicago office while serving as the chief sales agent focused on institutional equity clients across the Midwest region. Orchestrated the logistics and set up of all branch operations, recruited a talented team, and managed budget and resource allocation in the pursuit and service of new clients.



Citi

• United States
• Financial Services
• 700 & Above Employee

• Managing Director, Institutional Equity Research Sales

  • May 1987 - Feb 2009

  Chicago and New York Developed senior-level relationships with key decision makers to generate client interest in a broad platform of products. Sold equity research and syndicate offerings while generating business in electronic trading, prime brokerage, program trading, derivatives, international sales, swaps, risk arbitrage research/trading, reverse inquiry and alternative commission sales.