Functional Skills
Sales and Operations Planning (S&OP)
Business Communication
Economic Policy
Government Affairs
Organizational Leadership
Private Equity Investing
Regulatory Compliance
Sales Strategy
Certifications
Series 63
Series 7
Sector Experience
Financial Services
Experience
Imperial Capital, LLC
Sales
Managing Director, Emerging Markets Sales
5/2023 - 8/2023
• Re-established dormant Emerging Markets platform.
Canaccord Genuity LLC
Sales
Managing Director, Emerging Market Sales
1/2022 - 1/2023
• Hired to lead and develop the firm's institutional side of an existing retail emerging markets business.
• Brought in a network of new accounts that were not previously introduced to the firm
• Brought in a network of new accounts that were not previously introduced to the firm
Amherst Pierpont Securities
Sales
Managing Director, Emerging Markets Sales
1/2019 - 1/2022
• Primary sales coverage for US institutional clients through a commission based trading platform with a specific focus on Latin American Sovereign and Corporate Bonds.
• Brought client relationships previously inactive with the firm to broaden distribution of various products.
• Brought client relationships previously inactive with the firm to broaden distribution of various products.
Mizuho Financial
Sales
Executive Director, Emerging Markets Sale
1/2017 - 1/2018
• Commission based institutional sales of debt from Asia and Latin America
• Introduced personal network of London based dealers and investors to the firms growing effort in England.
• Introduced personal network of London based dealers and investors to the firms growing effort in England.
Oppenheimer & Co.
Sales
Executive Director, Emerging Markets Sales
1/2014 - 1/2017
• Collaborated with commission based sales team to present relative value and directional investment ideas predominantly in the Caribbean and Central American region through the effective use of the firm's research and contacts in the region.
• Engaged our teams in London and Hong Kong to complete transaction for our clients in illiquid securities.
• Engaged our teams in London and Hong Kong to complete transaction for our clients in illiquid securities.
Standard Bank Group
Sales
Director, Emerging Markets Sales
1/2012 - 1/2014
• Presented opportunities in the frontier markets of Africa and Emerging Europe both in hard currency and in local rates to clients with limited exposure to those regions.
RBS Securities
Sales
Senior Vice President, Emerging Markets Sales
1/2010 - 1/2011
• Provided comprehensive sales coverage for mutual funds, money managers, and insurance companies.
ING FINANCIAL MARKETS
Sales
Director, Global High Yield Sales
1/2003 - 1/2010
• Focused on local rates products in Eastern Europe and LATAM. This was a complement to an active corporate credit business and ongoing sovereign bond placement.
NH Investment & Securities
Sales
Vice President, Latin Fixed Income Sales
1/1999 - 1/2003
• Focused sales coverage for Latin American local and global fixed income products as well as foreign exchange
BANKERS TRUST COMPANY
Sales
Vice President, Emerging Market Sales
1/1996 - 1/1998
Institutional Investor Sales