Raise private debt and equity capital for early stage and middle market companies. Manage all aspects of deal execution, including marketing globally to investors, negotiating term sheets and closing transactions. Average deal size is approximately $100 million.

Conducted loan reviews for CEIS Review’s bank clients, including CRE, C&I and construction loans. Assessed loan ratings as well as sufficiency of FAS 114 impairment calculations.

Managed counterparty relationships with banks in the US, Canada and Brazil.

Senior member of a team formed to oversee the bank’s exit from $20B of non-core assets, including structured credit investments. Managed four-person analyst team, which monitored underlying corporate credits and recommended trades in the bank’s structured investments, including 6 CDOs and 9 CLOs. Designed and implemented automated monitoring system to help surveil over 300 discrete corporate and sovereign credits. Helped to avoid $800MM in potential losses through hedging and trading on 6 large CSO investments. Provided weekly commentary on troubled credits to NAB's senior-most management.

Managed teams of credit research analysts in New York, London and Singapore in support of ACA's CLO, CDO, hedge fund and loan trading fund activities. Covered various industries and made buy/sell/hold recommendations; established policies and procedures for assuming and managing credit exposures; was the only member of the US and European investment committees with veto power; helped manage relationships with investors; and designed and built sophisticated surveillance systems.

Managed banking relationships with several high profile media and telecom companies. Assisted in closing over $10 billion in transactions, including syndicated bank loans, high yield bonds, private equity placements, and IPOs. Helped managed a $15 billion portfolio of the bank's held positions as managing agent of syndicated bank loans.