20+ years of institutional equity sales experience, advising Hedge Funds, Mutual Funds and Family offices. Current focus is on advising Boston-based institutional investors on sector allocation and individual security selection based on O'Neil fundamental and technical methodology.I manage institutional client relationships through the entire lifecycle from idea through close of large international transactions. I have worked primarily for investment banks providing sell-side services and research to potential and existing clients. In doing this, I have prepared and analyzed 1000s of stock transactions for investors. In this capacity, I served as the primary liaison between the research team and the buy-side investor relations professionals to facilitate transactions.I have also helped to build out numerous markets and train the team in the best practices to drive industry beating records. For example, I drove Instinet, a division of Nomura Securities, from unranked to place in the top 20 globally in 3 years beating out a number of established organizations. I did this by applying my expertise in identifying opportunities and my strong relationship development skills to secure results for clients.I obtained my MBA from Wharton. I also subsequently obtained my CFA and CMT credentials as well as my Series 7 and Series 63. A few of my highlights since obtaining these credentials include:• Executive Relationship Management – identified, nurtured, and developed profitable relationships at the highest levels of organizations with a results driven approach in heavily regulated industries to create win-win situations that drive profits.• Revenue Generation – applied deep market expertise to select strong opportunities to present to existing and potential clients to drive profitable revenue generation in mature and emerging markets while managing costs.• Innovative Business Strategy – leverage technology and extensive relationships to identify and spearhead change that facilitates long- term growth while creating opportunities for sustainable revenue growth that maintains investor buy-in through the change.Areas of Expertise:Capital MarketsPortfolio ManagementMergers and Acquisition (M&A) Relationship Management Investor RelationsSecuritiesStrategic Partnerships