Bulge Bracket Investment Banks
Experience
GLG
Management Consulting
Team Lead
9/2014 - 4/2015
• Shortest sales cycle for team’s Tier 1 clients growing wallet share by 2-5x. Within 6 months, developed, negotiated and structured key strategic partnerships with top Fortune 100 Technology, Media and Telecom companies.
• Managed business development, strategy and operations for the West Coast Corporate Markets team of GLG. Collaborated cross-functionally amongst business units.
• Incubated new engagement models and developed best practices for partnering with business leaders across CXOs
• Managed business development, strategy and operations for the West Coast Corporate Markets team of GLG. Collaborated cross-functionally amongst business units.
• Incubated new engagement models and developed best practices for partnering with business leaders across CXOs
MSCI
Corporate Strategy & Development
Vice President
12/2008 - 9/2014
Business Development & Partner Management
• Forged new partnerships with the largest institutional investors ($250 BN+ assets) including global pensions, endowments and foundations. Top contributor to team’s annual revenue growth.
• Negotiated, structured, and priced all aspects of partnership deals. Managed deal execution working cross-functionally with product, legal and finance groups.
• Designed and implemented strategic planning with senior executives cross-functionally
• Forged new partnerships with the largest institutional investors ($250 BN+ assets) including global pensions, endowments and foundations. Top contributor to team’s annual revenue growth.
• Negotiated, structured, and priced all aspects of partnership deals. Managed deal execution working cross-functionally with product, legal and finance groups.
• Designed and implemented strategic planning with senior executives cross-functionally
UBS
Finance
Financial Advisor
1/2005 - 11/2008
• Generated tens of millions of net new assets under management from new clients and leads for UBS Wealth Management, Global Asset Management and Prime Brokerage. Top performer by revenue production for branch.
• Performed capital raising and asset allocation for high net worth, family office and institutional investors.
• Formed joint venture with Barron’s ranked Senior Private Wealth Advisors with investment focus on hedge funds.
• Performed capital raising and asset allocation for high net worth, family office and institutional investors.
• Formed joint venture with Barron’s ranked Senior Private Wealth Advisors with investment focus on hedge funds.
Tucker Alan
Management Consulting
Senior Engagement Manager
6/2001 - 1/2005
• Managed internal team of four on research, valuation analysis, and witness preparation and testimony - Industry focus on technology (internet, software & hardware) and finance related litigation cases.
• Prepared financial damage analyses and performed business valuations by analyzing financial statements, business plans, customer data, and market research. Analyzed clients’ revenue sources and trends, ability to achieve projected sales volume, and product profitability.
• Launched NY office
• Prepared financial damage analyses and performed business valuations by analyzing financial statements, business plans, customer data, and market research. Analyzed clients’ revenue sources and trends, ability to achieve projected sales volume, and product profitability.
• Launched NY office
Autoweb.com
Corporate Strategy & Development
Manager
7/1999 - 10/2000
weaknesses of company’s position, presented and suggested potential opportunities to executive team.
• Negotiated terms, conducted due diligence, and drafted purchase agreement for acquisition of Iautonews.
• Analyzed financial impact of major strategic/marketing partnerships. Acted as relationship manager and developed strategies to maximize return on investment from online alliances.
• Prepared and managed monthly close with accounting team and led financial forecasting
• Negotiated terms, conducted due diligence, and drafted purchase agreement for acquisition of Iautonews.
• Analyzed financial impact of major strategic/marketing partnerships. Acted as relationship manager and developed strategies to maximize return on investment from online alliances.
• Prepared and managed monthly close with accounting team and led financial forecasting