Senior Vice President
Washington D.C. Metro Area
Over seven years, I completed $4 billion of advisory and capital markets transactions for small and middle market financial services and real estate companies. As a senior banker, I led interaction with company management teams to win new business mandates in the specialty finance, community banking, and mortgage sectors. I worked closely with regulated and non-regulated financial institutions and real estate companies including banks, thrifts, specialty finance companies, mortgage companies, property REITs, mortgage REITs, and business development companies.In addition, I mentored analysts and associates to improve their financial modeling skills and assume greater levels of responsibility and client interaction. I developed and oversaw recruiting and training for new investment banking analysts for several years.