Experience

Ocean Park Investments

• United States
• Investment Management
• 1 - 100 Employee

• Head Of Business Development

  • Sep 2020 - Present

  Business development and investor relations responsibility for an alternative investment firm specializing in listed companies with hard assets and cash flows in the North American and Western European markets. Business development and investor relations responsibility for an alternative investment firm specializing in listed companies with hard assets and cash flows in the North American and Western European markets.



Greenbriar Asset Management LP

• Chicago, Illinois

• Director of Marketing

  • Aug 2014 - Oct 2017

  ■ Event-Driven I Special Situations I Credit Hedge Fund Manager ■ Business development and investor relations responsibility for a US distressed credit manager focused on corporate restructuring and reorganizations. ■ Event-Driven I Special Situations I Credit Hedge Fund Manager ■ Business development and investor relations responsibility for a US distressed credit manager focused on corporate restructuring and reorganizations.



Concordia Advisors

• United States
• Investment Management

• Director of Marketing and Investor Relations

  • Jul 2002 - May 2013

  ■ $1B+ Global Equity I Credit I Fixed Income Hedge Fund Manager ■ Business development and investor relations responsibility for global institutional client base. Asset raising and marketing responsibility included but not limited to: ■ Structuring/implementation/execution of marketing and sales plans/processes ■ Maintaining a high level of activity to reach targeted sales goals and objectives ■ Execution of fund launches for new strategies and rebranded products ■… Show more ■ $1B+ Global Equity I Credit I Fixed Income Hedge Fund Manager ■ Business development and investor relations responsibility for global institutional client base. Asset raising and marketing responsibility included but not limited to: ■ Structuring/implementation/execution of marketing and sales plans/processes ■ Maintaining a high level of activity to reach targeted sales goals and objectives ■ Execution of fund launches for new strategies and rebranded products ■ Organization/execution of Japanese sales effort ■ Cross-selling to existing investor base Investor relations responsibility included but not limited to: ■ Regular portfolio update calls/meetings with investors and prospects ■ Resolution of investor prospect queries ■ Preparation/distribution of fund reports and performance estimates ■ Maintenance/analysis of robust investor database ■ Proactive development of investor relationships Show less ■ $1B+ Global Equity I Credit I Fixed Income Hedge Fund Manager ■ Business development and investor relations responsibility for global institutional client base. Asset raising and marketing responsibility included but not limited to: ■ Structuring/implementation/execution of marketing and sales plans/processes ■ Maintaining a high level of activity to reach targeted sales goals and objectives ■ Execution of fund launches for new strategies and rebranded products ■… Show more ■ $1B+ Global Equity I Credit I Fixed Income Hedge Fund Manager ■ Business development and investor relations responsibility for global institutional client base. Asset raising and marketing responsibility included but not limited to: ■ Structuring/implementation/execution of marketing and sales plans/processes ■ Maintaining a high level of activity to reach targeted sales goals and objectives ■ Execution of fund launches for new strategies and rebranded products ■ Organization/execution of Japanese sales effort ■ Cross-selling to existing investor base Investor relations responsibility included but not limited to: ■ Regular portfolio update calls/meetings with investors and prospects ■ Resolution of investor prospect queries ■ Preparation/distribution of fund reports and performance estimates ■ Maintenance/analysis of robust investor database ■ Proactive development of investor relationships Show less



iAnalyst.com

• Greater New York City Area

• Co-Founder, COO

  • Jul 1999 - Jul 2002

  ■ Online Independent Equity Research Network ■ Start-Up I Asset Raising | Marketing | Business Management | Investor Relations | Corporate Public Relations | Human Resource Management ■ Online Independent Equity Research Network ■ Start-Up I Asset Raising | Marketing | Business Management | Investor Relations | Corporate Public Relations | Human Resource Management



Hennessee Group LLC

• Investment Management
• 1 - 100 Employee

• Hedge Fund Analyst

  • Mar 1997 - Jul 1999

  ■ Hedge Fund Consultant ■ Business Development | Client Relationship Management | Hedge Fund Manager Research ■ Hedge Fund Consultant ■ Business Development | Client Relationship Management | Hedge Fund Manager Research



AllianceBernstein

• United States
• Investment Management
• 700 & Above Employee

• Financial Advisor Associate

  • Jan 1995 - May 1996

  ■ Sanford C. Bernstein - Private Wealth Management ■ Sales | Account Management | Client Servicing ■ Sanford C. Bernstein - Private Wealth Management ■ Sales | Account Management | Client Servicing