Experience

Polar Capital

• United Kingdom
• Investment Management
• 100 - 200 Employee

• Global Convertible Fund

  • Nov 2016 - Present

  Financial modeling, with heavy focus on revenue modeling and the ability of early stage companies to generate profitable growth. Taking a wholistic approach from the bottom-up to determine drivers of enterprise value. Running data analytics and creating dashboards to implement data-driven decision making. Financial modeling, with heavy focus on revenue modeling and the ability of early stage companies to generate profitable growth. Taking a wholistic approach from the bottom-up to determine drivers of enterprise value. Running data analytics and creating dashboards to implement data-driven decision making.



Barclays Capital

• 745 Seventh Avenue, New York, NY

• Director

  • Jan 2015 - Aug 2016

   Formulated investment ideas, deployed capital as well as presented to a broad range of Investor Clientele.  Provided solutions for Corporate Clients to realign their capital structures to business objectives  Formulated investment ideas, deployed capital as well as presented to a broad range of Investor Clientele.  Provided solutions for Corporate Clients to realign their capital structures to business objectives



Greenway Trading

• 7 N Broad Street, Ridgewood, NJ

• Portfolio Manager - Partner

  • Nov 2012 - Jan 2015

   Developed a robust Credit and Capital Structure Relative Value Investment strategy.  Built all components needed to carry out strategy including extensive systems to source ideas, construct portfolios, run scenario analysis and monitor and manage risk.  Obtained a thorough working knowledge of equity derivative relative value and quantitative equity market neutral strategies.  Composed detailed marketing material to raise capital with understanding of inner-workings of how hedge funds and other investors calculate capital usage and return. Show less



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• Director

  • Oct 2010 - Oct 2012

   Managed capital deployed across capital structures and regions.  Constructed bottom-up trade ideas encompassing entire capital structures each with well-defined exit strategies then placed within a top-down framework.  Developed and managed macro strategies across numerous markets including rates, credit, rates, credit, equities, fx and commodities as well as volatility of each aforementioned market.  Sought out potential new capital raising and/or liability management opportunities. Show less



Barclays Corporate & Investment Bank

• United States
• Financial Services
• 700 & Above Employee

• Director/ Head of U.S. Convertible Bonds Trading

  • Jun 2007 - Sep 2010

   Managed capital and consistently outperformed the Convertible Arb. Indices on ROC basis.  Quarterbacked number of liability management transactions for various corporate clients.  Played integral role in re-establishing the Barclays-Lehman presence in the U.S. Convertibles market via further bolstering client relationships and regaining market-share.  Developed business plan to build U.S. convertibles business: included capital management strategies, client franchise build-out, capital markets projections, staffing and systems development.  Worked extensively with bankers and capital markets to price and market primary transactions to help issuers raise capital via the entire spectrum of convertibles.  Hired and managed dedicated convertible Sales and Trading team which established a top-tier presence as market-makers in the U.S. Convertibles Market.  Enhanced Global Bankers, Capital Markets Professionals and Fixed Income and Equity salesforces' knowledge base of the convertible product. Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Vice President

  • May 2004 - May 2007

   Managed capital (~$2 bill LMV) using bank debt, high yield straights, convertibles, stocks, options, futures and CDS to strategically take positions  Developed risk management systems to optimize capital commitment.  Senior Trader Market-Making U.S. convertible securities to provide liquidity for institutional accounts. (Average daily volume ~$300mm LMV)  Primarily traded the following sectors: Automobile; Consumer (Retail, Travel); Financial/Insurance; REITs; and Metals/Mining related names. Have generated and maintained a minimum of 30% market share for each.  Continued to develop client relationships expanding to include investors with differing mandates. Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Associate

  • Jul 1999 - May 2004

   Assisted in development of business plan to build desk (Raise League Table ranking for primary issuance from 8 to 1 and raise ranking of secondary business from third tier to top tier)  Played integral role in pricing new issuance and managing price action and risk from issuance through secondary trading including the green shoe periods.  Trader Market-Making U.S. convertible securities to provide liquidity for institutional clients.  Managed trading book (~300 mm LMV): focused primarily on Mandatory Convertibles.  Developed relationships with convertible accounts and street brokers. Show less