Business Manager for the Technology, Media & Telecom Investment Banking group. Primary operational liaison for the line of business, responsible for leading, directing and executing strategic initiatives, project management, technology services, general administration, human resources, compliance, finance, marketing and communication strategies and business processes on behalf of the business unit leader.

-Managed team of 10 people aligned to support Corporate Finance, Financial Sponsors Group, Mergers & Acquisitions, Global Markets-Participated in working group that designed and implemented strategic planning effort for Global Markets & Investment Banking, a multi-billion dollar segment of the Corporate & Investment Bank-Corporate Client Business banker performance metrics: successfully implemented scorecards to assist with determining compensation-Managed centralized warehouse tracking business metrics for GMIB; specifically league tables, market share information, capabilities pitch slides and success stats utilized by senior management, investor relations, corporate marketing and recruiting-Played critical role in production of CIB and GMIB senior management external and internal presentations-Designed and executed ad hoc and standing origination reporting and analysis-Active role with implementation and ongoing enhancement/support of sales management and reporting tools

-Served as business planning partner for Head of Investment Banking as well as Group Heads in the Financial Institutions, Healthcare, Media & Communications, Real Estate, Technology and Strategic Advisory Group Investment Banking coverage areas -Facilitated semi-annual IB client prioritization and strategic planning process-Tracked and analyzed IB Compensation Metrics for Corporate Finance bankers-Prepared weekly IB management and pipeline reports, including “Deals Done Away” tracking for strategic Investment Banking clients-Involved in planning and execution of client events (in conjunction with Events Marketing)-Defined report requirements and system enhancements for CIB origination system, CIBOS-Facilitated client cultivation efforts of Co-Heads of CIB by formulating target client list and developing tracking mechanism to measure success

-Analyzed, structured and underwrote complex leveraged transactions including leveraged buyouts, recapitalizations, mergers, acquisitions and expansion opportunities for private equity and corporate clients-Examined and evaluated opportunities to deploy capital into transactions through senior and subordinated debt-Created and executed complex financial models and related scenario analyses to evaluate alternative capital structures and projected operating performance under various economic and capital markets environments

-Managed approximately 20 retail accounts with $60 million in trade volume in 1999 and $70 million in trade volume through the first six months of 2000-Sales for Loan Syndications Distribution-Management of database systems integral to sales and trading function