Experience

NewEdge Wealth

• United States
• Investment Management
• 1 - 100 Employee

• Vice President, Relationship Manager

  • Aug 2021 - Present

  Darien, Connecticut, United States/ Los Angeles, California NewEdge offers the highest calibre institutional expertise and access within an independent and transparent boutique environment. Because we work with a select group of clients, we are uniquely able to partner with our clients to offer a differentiated level of service and attention. NewEdge Wealth was created to offer full independence in their ability to identify the best products, create the best solutions, offer the best access and provide the very best advice in investments, credit, and… Show more NewEdge offers the highest calibre institutional expertise and access within an independent and transparent boutique environment. Because we work with a select group of clients, we are uniquely able to partner with our clients to offer a differentiated level of service and attention. NewEdge Wealth was created to offer full independence in their ability to identify the best products, create the best solutions, offer the best access and provide the very best advice in investments, credit, and financial planning. Show less



Compass

• United States
• Real Estate
• 700 & Above Employee

• Real Estate Agent

  • Sep 2016 - Mar 2020

  891 Beach Street San Francisco Founding member of the brokerage's San Francisco office. San Francisco and Oakland Luxury expert selling over $120m in Residential Real Estate. Featured in 2019 WSJ Real Trends with $33m in sales.



Nomura

• Financial Services
• 700 & Above Employee

• Executive Director

  • 2008 - Apr 2014

  Hong Kong Pan-Asia Salestrader. Senior member of the HK-based regional sales-trading team responsible for monetizing Nomura's growing Asia-ex Japan franchise. Clients include a wide range of institutional investors, both Hedge Fund and Long only investors.



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Executive Director

  • Jul 2001 - Aug 2008

  Acted in various capacities over seven years, starting as an analyst on the NY-based Research Sales team to Executive Director on the Regional Sales-trading team. Sold over 50 Pan-Asian equity offerings, both IPOS and Secondary.



Arthur Andersen

• Senior Consultant

  • Aug 1999 - Jun 2001

  Greater New York City Area Worked in the Strategy, Finance and Economics Practice. Conducted company valuations utilizing comparable company and discounted cash flow analysis. Applied financial and scenario based modeling to measure and monetize damage payments in Class Action Lawsuits.