Recruited to expand Wells Fargo's national mid-cap investment banking coverage in emerging technologies. Built credibility with founders, executives, and boards in sectors including EV/AV, CleanTech, IoT, and industrial transformation. Originated and led transactions exceeding $25M in advisory fees. Closed $400M acquisition financing for Myers Industries and $500M bond financing for Hillenbrand. Delivered strategic insight and deal execution to help clients navigate complex growth and liquidity events.

Handpicked to lead strategic finance and FP&A during a period of aggressive international growth. Drove financial strategy across 10+ markets, working closely with regional GMs and HQ leadership. Built and led a global team of 15+, institutionalizing forecasting, reporting, and strategic planning. Improved financial discipline and alignment across business units, enabling scalable expansion. Partnered with the executive team on pricing, investments, and capital efficiency across the region.

Senior leader in mid-cap tech banking, focused on advising high-growth companies in mobility, IoT, and semiconductors. Trusted advisor to clients navigating IPOs, M&A, and capital raises. Originated and executed $30M+ in banking revenue. Led high-impact transactions including the sale of SensL to ONSemi and YEXT IPO. Developed and scaled a national client coverage model, coordinating with 15+ commercial bankers.

Drove cross-border advisory and financing activity for global technology clients in semiconductors, clean tech, and systems. Key contributor to $100M+ in banking revenue across marquee deals. Advised multinational clients through M&A, public and private capital markets, and strategic pivots.
● Selected Early Roles
● Investment Banking, Banc of America Securities (Media & Telecom) Equity Research, Morgan Stanley & Deutsche Bank Investment Banking Analyst, Citigroup

Small-Cap and Mid-Cap Equity Research team with coverage of Healthcare, Education, and Oil & Gas.

Media and Telecom Investment Banking
Vice President (Jan 2009), Associate (Sept 2006- Dec 2008)
Selected Transactions:
• Led consortium of banks in FairPoint Communications $3bn acquisition financing of Verizon’s
wireline assets through Reverse Morris Trust structure
• Advised Alaska Communications as book-runner on its $125mm Convertible Notes offering
• Advised Live Nation as book-runner on the issuance of $220mm Convertible Senior Notes
• Advised RR Donnelley in the $3.3bn acquisition financing for Banta, VH and Perry Judd

Associate - Equity Research

Management Associate - Commercial Business Group