Experience

Arete Research

• United Kingdom
• Financial Services
• 1 - 100 Employee

• President of LLC, CCO, Head of Equity Sales

  • Nov 2022 - Present

• Senior Sales

  • Nov 2020 - Present



Loop Capital Markets

• United States
• Investment Banking
• 1 - 100 Employee

• Vice President, Equity Division

  • Jun 2018 - Oct 2020

  New York, New York



Drexel Hamilton, LLC

• United States
• Investment Banking

• Vice President Institutional Sales

  • Oct 2015 - Jun 2018

  Greater New York City Area



ASCENDIANT CAPITAL GROUP

• Financial Services

• Director of Institutional Sales

  • May 2014 - Oct 2015

  Greater New York City Area

• Instiutional Sales

  • Jan 2014 - Oct 2015

  As part of the Equity Sales team, I build relationships with our clients. I work with a wide range of clients, including mutual funds, banks, hedge funds and other global financial institutions. I also utilize the knowledge of the bank’s Equity Research team, as well as other products and services, to meet the investment style and needs of my clients.



WFG Capital Markets

• Institutional and Research Sales

  • Oct 2009 - Dec 2013

  As part of the Equity Sales team, I build relationships with our clients. I work with a wide range of clients, including mutual funds, banks, hedge funds and other global financial institutions. I also utilize the knowledge of the bank’s Equity Research team, as well as other products and services, to meet the investment style and needs of my clients.