Functional Skills
Investor Relations
Marketing Strategy
Performance Management
Private Equity Investing
Product Marketing
Product Strategy
Sales Strategy
Strategic Planning
Strategy Development
Technical Writing
Sector Experience
Financial Services
Real Estate
Notable Clients
Appaloosa Management
Principal Financial
Fortune 500
Experience
Blueprint Equity
Finance
Real Estate Investment Banker
1/2017 - 4/2023
I have 25+ years of experience in the investment management industry marketing a full range asset classes to institutional investors on behalf of private equity style fund managers.
TMS Capital Partners
Finance
Founder
1/2005 - 1/2016
Launched my capital raising efforts across a range of alternative asset classes both in the US and Europe. Additionally, assisted entrepreneurs and small business owners in their pursuit of capital by making introductions to strategic and early-stage institutional investors.
Goldman Sachs Asset Management
Finance
Vice President
1/2001 - 1/2004
Member of the institutional sales team focused on US public funds which was responsible for significant growth of GSAM's annual run rate revenue during my tenure.
GoldenTree Asset Management
Finance
Managing Director
1/2000 - 1/2001
Headof Marketing for a start-up asset management firm which offered long-only high yield separate accounts, CDOs and a long/short debt opportunity hedge fund. Compliantly ported traditional consultant databases with the PM's long-only track record from his prior firm.
Principal Financial
Finance
Investment Sales
1/1994 - 1/2000
Managed the RFP process and consultant reporting functions for the firm now known as Principal Global Investors. During this six-year period, my partner and I raised over $1B from Public Funds for a firm with no Public Fund mandates when hired. Consultant databases were compliantly populated with Principal's mutual fund track records dating back to the 1980's.