Experience

BTIG

• United States
• Financial Services
• 500 - 600 Employee

• Managing Director

  • Oct 2022 - Present

  Dallas, Texas, United States



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Director

  • Oct 2020 - Oct 2022

  Dallas, Texas, United States



BTIG

• United States
• Financial Services
• 500 - 600 Employee

• Director

  • Apr 2017 - Oct 2020

  Dallas, Texas ● Provide research sales coverage for select institutional accounts through the Texas / Southeast / Nassau region. ● Promote value-add equity research via phone calls and email stock write ups. ● Coordinate analyst and corporate marketing meetings through coverage base. ● Creatively target research to Institutional Portfolio Managers and Analysts to demonstrate thought leadership and gain/initiate traction on account broker votes. ● Collaborate with trading and research… Show more ● Provide research sales coverage for select institutional accounts through the Texas / Southeast / Nassau region. ● Promote value-add equity research via phone calls and email stock write ups. ● Coordinate analyst and corporate marketing meetings through coverage base. ● Creatively target research to Institutional Portfolio Managers and Analysts to demonstrate thought leadership and gain/initiate traction on account broker votes. ● Collaborate with trading and research colleagues to develop account and relationship penetration strategy. ● Expand new trading and research relationships via cold calls and prospecting.

• Managing Director

  • Apr 2017 - Oct 2020

  Dallas, Texas



CLSA

• Hong Kong
• Financial Services
• 700 & Above Employee

• Vice President - US Institutional Sales

  • Sep 2013 - Feb 2017

  New York, New York & Dallas, TX ● Lead US sales coverage for Texas/Southeast/Nassau region. ● Increase trading revenues and expand relationship footprint in a previously uncovered sales region. ● Promote value-add equity research via phone calls and email stock write ups. ● Pitch and coordinate thematic focused investment meetings to Portfolio Managers and Chief Investment Officers. ● Coordinate multi-day regional roadshows for CLSA strategists, analysts and corporates. ● Cold called and internally… Show more ● Lead US sales coverage for Texas/Southeast/Nassau region. ● Increase trading revenues and expand relationship footprint in a previously uncovered sales region. ● Promote value-add equity research via phone calls and email stock write ups. ● Pitch and coordinate thematic focused investment meetings to Portfolio Managers and Chief Investment Officers. ● Coordinate multi-day regional roadshows for CLSA strategists, analysts and corporates. ● Cold called and internally sourced corporate access opportunities to drive improved vote outcomes. ● Collaborate with trading and research colleagues to develop account and relationship penetration strategy. ● Collaborate and coordinate with sell-side peers in organizing city-wide buy-side entertainment events. ● Introduced CLSA US research product and initiated research trial relationships with regional prospect accounts. ● 4x regional revenues in 2016 on a year-over-year basis. Show less



Barclays

• United Kingdom
• Financial Services
• 700 & Above Employee

• Vice President

  • Feb 2010 - Feb 2013

  New York, NY ● Provided lead and support research sales coverage for select NYC and MidAtlantic based institutional accounts. ● Achieved 100% year-over-year total gross revenue increase as a sales lead from 2011-2012 at an NY based institutional account. ● Pitch stock ideas to Analysts and Portfolio Managers over phone and through stock write ups. ● Scheduled Barclays research analyst and client 1x1 meetings, conference calls to advance/monetize market share. ● Coordinate and structured… Show more ● Provided lead and support research sales coverage for select NYC and MidAtlantic based institutional accounts. ● Achieved 100% year-over-year total gross revenue increase as a sales lead from 2011-2012 at an NY based institutional account. ● Pitch stock ideas to Analysts and Portfolio Managers over phone and through stock write ups. ● Scheduled Barclays research analyst and client 1x1 meetings, conference calls to advance/monetize market share. ● Coordinate and structured the MidAtlantic marketing process to facilitate Barclays analyst and non-deal roadshow meetings spread between four different States. ● Organized large client entertainment events to promote Barclays brand and products, and to solidify business relationships. ● Provide coverage support to Director level salesperson – responsibilities include scheduling and hosting meetings and conference calls, coordinating non-deal company and research analyst roadshows, circulation of daily research product via email and phone. ● Market and pitch syndicate deals. Show less



Lehman Brothers

• Capital Markets
• 700 & Above Employee

• Sales Assistant

  • Sep 2005 - Feb 2010

  Houston, TX & New York, NY ● Provide coverage support to Senior Vice President salesperson – responsibilities include scheduling and hosting meetings and conference calls, coordinating non-deal company and research analyst roadshows. ● Pitch daily research product to clients via phone and email, and develop regular stock pitches for Portfolio Manager clients. ● Organize large client events to increase brand awareness and solidify business relationships. ● Manage and process expenses.



BT

• Business Operations

  • 2002 - 2005

  Greater New York City Area ● Provide revenue and productivity analysis reports to BT Americas senior management. ● Create powerpoint presentations promoting BT Americas products and services for the US sales team. ● Organize training events for domestic US sales team.