Accountable for corporate banking industrials’ coverage efforts to grow strategic left lead market share and vigorously promote the winning of capital market fees through close relationship management.

Deal originator and NYC Team Lead for Diversified Industries with key responsibilities including identifying and pursuing new business prospects with both sponsor / private equity backed and strategic corporates w/significant cross selling to our Advisory (M&A) team. Covered verticals included Business Services, FC&R (Food, Consumer & Retail), and Industrials. Worked closely with Financial Sponsor Group and directed end-to-end build-out and development of new Northeast local region for mid-corporates.

Delivered client coverage to Scotia’s highly profitable Financial Institutions Group (FIG) including marketing, origination, and credit responsibilities for Asset Managers, Private Equity, Hedge Funds, Insurance, Reinsurance, Pension Funds, Finance firms, Banks, and Broker Dealers. Showcased performance metrics and supported due diligence of ~60 LPs per each Capital Call transaction. Managed cross-selling of banking products for Prime Brokerage, DCM, ECM, FICC and TPS to both the sponsor/asset manager and funds while managing the relationship at the GP/CIO level. Acquired and on-boarded multiple new closed-end fund clients, including RWN Management (family office of Apollo founder Marc Rowan), KKR Income Opportunity Fund, Aberdeen Global Income Fund, Macquarie Emerging Market Infra Fund, Guggenheim open ended funds, Brookfield HY Strategic Trust, and Avenue Capital Income Credit Strategies Fund

Partnered with senior members of Financial Sponsors Group / FSG, sector coverage and product bankers to prospect, pitch and execute transactions on behalf of private equity firms and their portfolio companies. Played an active role in the execution of mandated deals through client advisory work, the structuring and negotiation of legal documents and the coordination of distribution.

FX & MM Trader for Lucent Technologies' front office global operations