Sadly, UBS decided to exit the negotiated public finance business again. I really enjoyed the opportunity to work with a team of stellar colleagues to rebuild the franchise.

Responsible for western region new business and managing San Francisco office.

Municipal Finance Investment Banking

Tax-Exempt Capital Markets Group. Focusing on higher education, not-for-profit and general governmental issuers.

Senior Investment Banker to state and local government, public utility, not-for profit healthcare, higher education, and corporate clients advising and implementing financial strategies for structuring and selling of over $40 billion of general fund, tax, and revenue secured obligations, and associated derivative transactions. Successful track record of establishing and maintaining strong investment banking relationships. Significant experience creating and implementing credit strategies and presentations. Extensive involvement in distribution of transactions.