As a Relationship Executive in the Middle Market Banking and Specialized Industries Group I help current and new clients benefit from the robust offerings of JPMorgan Chase including credit, treasury, foreign exchange, payment processing, and investment banking services.

Key coverage of the Robotics, Automation and Artificial Intelligence (RAAI) industries with a sector focus on Autonomy and supporting technologies. Managed relationships with a portfolio of startups and emerging growth companies and helped lead efforts for the Cascadia Connect RAAI conferences in May 2022 and May 2023.

Facilitated relationships with family offices and qualified purchasers. Led execution in Cascadia Private Capital investment in Oregon Equipment Sales and SWS Equipment. Founding team member that launched the Robotics, Automation, and AI coverage effort at Cascadia.

Key transaction experience includes: High Sierra sale to Samsonite, Costa del Mar sale to Essilor, Outdoor Research sale to private investors, McNett sale to Coghlan's, Nathan Sports sale to United Sports Brands, Armor Express sale to SBJ/Generations, and Chef'd Series B capital raise with Campbell Soup Company.

Concentrations in strategy and finance.

- Identified, evaluated, and executed growth equity investments for the Summit Partners $310 million Venture Capital Fund II and the $3.1 billion Private Equity Fund VII.- Developed industry theses and created relationships with approximately 200 CEOs in industries including software, casual gaming, semiconductors, financial services, and life sciences.- Completed $30 million equity investment in Tiny Prints Inc., a web-based retailer of customized social stationery products. - Sourced and presented three Letters of Intent and worked on an additional five deals with signed Letters of Intent collectively representing $120 million of Summit equity.- Critically analyzed potential investment in a promising financial technology software company to recommend passing on the opportunity due to financial statement irregularities thus saving Summit months of due diligence expense.- Sourced, built, and maintained relationship with a network equipment company over a period of two years that led to a $100+ million investment by Summit Partners in Q1 of 2010.

- Analyzed and executed M&A and capital markets software and semiconductor transactions for West Coast investment banking office and prepared valuation, merger modeling, and presentation deliverables.- M&A Transaction Experience: Segue Software acquisition by Borland Software, Peregrine Systems acquisition by Hewlett Packard, The MacGregor Group sale to ITG.- Capital Markets Transaction Experience: Cogent Systems Follow-on, SMART Modular IPO.- Collaborated directly with Borland Software senior leadership on their 2006 company restructuring, performing headcount and operating analysis resulting in millions of dollars of cost savings through headcount reduction.

- Assisted the research analyst and contributed to the publication of three telecommunication company initiating coverage reports on American Tower, Crown Castle, and Omnivision Technologies.- Engaged in general sector review activities, including channel checks and earnings release analysis