Led Corporate Development and strategic partnership efforts; responsible for origination, structuring, negotiation, execution and integration of strategic transactions to accelerate business growth and transformation.

Senior member of the Corporate Development team. Drove inorganic initiatives to enhance and accelerate business growth, while working closely with senior leadership on strategic planning. Led execution of M&A and strategic partnership transactions. Led international M&A efforts. Divested the UK DC platform and administration business (£12bn AUM) to Aegon.

Senior investment banker in the Financial Institutions Group (FIG). Led client coverage efforts and originated and executed M&A and Capital Markets transactions. Advised Capital One in its acquisition of GE Capital Healthcare Financial Services. Advised GE on Synchrony IPO and divestiture of Commercial Lending and Leasing Business. Advised NewStar Financial on the strategic investment from Blackstone GSO.

Pursued entrepreneurial efforts in building a strategic advisory and M&A focused boutique Investment Bank, in order to provide more focused services for clients. Advised American Express on its strategic investment in and business partnership with LianLian Pay.

Led transaction execution across investment banking product spectrum including M&A, strategic reorganization, Bank Holding Company (BHC) formation, balance sheet / capital restructuring, and capital markets transactions. Advised Citi on its reorganization into Citicorp and Citi Holdings and its $58 billion exchange of preferred for common stock. Advised PNC Financial Services on its acquisition of National City Corporation for $6.1 billion. Advised GMAC (now Ally Financial) on: refinancing, restructuring, and exchange of over $60bn debt facilities; conversion into a BHC; capital restructuring with U.S. Treasury investment; and IPO planning.

Led marketing and engineering teams to launch new digital medical imaging products. Established a joint venture with an Italian business partner to fill a product gap. Managed global integration of software development across multiple continents.