Integral member of the team responsible for the origination, structuring, and execution of debt packages for strategic leveraged and investment grade mergers, acquisitions, spin-offs, recapitalizations, refinancings, and other financing transactions. Responsibilities include preparing integrated financial models, conducting financial & business due diligence, preparing marketing materials, drafting internal credit memos, extensive credit analysis, and participating in diligence and syndication calls.Series 79 and 63 licensed.