Multiple equity syndicate professional responsibilities from: syndicate deal captain, private wealth relationship manager, syndicate accounting liaison, business project manager. Responsible for coordinating a targeted marketing process with key stakeholders: executive management teams, underwriting partners, industry bankers, sales & trading professionals for mandates including IPOs, follow-on offerings, accelerated book-build transactions (blocks), and special purpose acquisition corporations… Show more Multiple equity syndicate professional responsibilities from: syndicate deal captain, private wealth relationship manager, syndicate accounting liaison, business project manager. Responsible for coordinating a targeted marketing process with key stakeholders: executive management teams, underwriting partners, industry bankers, sales & trading professionals for mandates including IPOs, follow-on offerings, accelerated book-build transactions (blocks), and special purpose acquisition corporations (SPACs). Show less

Enabled clients for contemplated equity and fixed-income offerings by delivering the latest market intelligence regarding sector/stock-specific trading flows, timing and liquidity assessments, and potential investor reactions. Drove wall-cross efforts with targeted institutional clients to increase their investment interest.