Managing Director - Head Of West Coast Institutional Relationship Management
Current* Manage important relationships with west coast Investors ranging from Small Cap Hedge Funds to Global All Cap Value Managers. Actively collaborate with research, trading and banking partners to drive business.* Developed 40+ new, profitable client relationships for our firm.* Successfully planned, coordinated and hosted Investor events for over 200 C-Level executives of Consumer, TMT and Healthcare companies.* Actively facilitated 100's of IPO's and follow-on transaction for technology, healthcare and consumer companies.* Work with many Institutional Equity Investors to source private investment opportunities.