Member of the AssuredIM Senior Secured Credit and CLO Leadership Team, responsible for marketing and business strategy. Lead efforts to build strategic partnerships with allocators globally for investments in AssuredIM-managed CLOs and funds, as well as the buildout of AssuredIM's third-party CLO investment business.

Founding member of the Layton Road Group, responsible for alternative asset manager capital raising. Focus on institutional investors on the eastern seaboard, including the tri-state region, New England and the Carolinas, as well as certain strategic relationships in Michigan, Chicago, Texas and California. Work with investment managers across investment strategies, especially event-driven and credit strategies. Provide product strategy and marketing strategy support to platform managers and the Layton Road team.

Director of Research at Lily Pond Capital Management, which provides working capital and operational and marketing guidance to alternative investment management companies. As part of the investment team, responsibilities include manager selection and ongoing strategic guidance for portfolio companies.

Head of CLO Product Strategy - BlackRock Global Credit. Managed team responsible for business strategy, new product development, marketing and investor relations for BlackRock’s two collateralized loan obligation (CLO) businesses, comprised of Magnetite loan collateral management and CLO tranche investing. Acted as a link between the investment teams, client groups, dealers and investors. Participated in monthly risk meetings, regularly led investor meetings and managed due diligence processes.

Institutional Business Development Officer for BlackRock iShares covering large asset managers and family offices across all asset classes. Educating investors about institutional ETF usage, particularly relative to other capital markets instruments. Worked on new product development projects.

Vice President – Institutional Equity Sales• Covered 16 institutional clients (nine traditional fund families and seven long/short equity hedge funds). Managed top 10 revenue and profitability relationships within the Equities Division. Earned top tier broker vote results• Provided expertise across domestic equities and broad macro-economic insights to clients, leveraging investment banking background to enhance “bottom-up” idea generation and also providing comprehensive market/total capital structure coverage to clients. Captained Capital Markets new issuances in the financial sector for the broader Equity Sales team• Collaborated with Global Head of Equity Sales to develop new business plans, including the build-out of a middle-markets sales business, resulting in formation of 40-person sales team

• Developed merger, recapitalization and financing analyses for companies across all health care services subsectors• Worked with banking teams and corporate client management teams to execute several fixed income transactions• Gained expertise in legislative/reimbursement issues affecting covered companies – Authored handbook outlining historical and future legislative impact on health care services sectors• Built/maintained database of financial statistics and historical deals for health care services companies. Created annual business plan/revenue target model for senior bankers