- Financial Analysis: Executed a detailed strategic alternatives analysis for a large cap technology firm that included spin-off and valuation analysis (Sum-of-the-Parts, LBO, Comparables, and Precedent transactions).- Strategic Thinking: Partnered with client management teams to help assess competitive landscapes, develop strategic roadmaps and identify potential acquisition targets to strengthen/build out product portfolios.- Communication: Presented industry research and valuation analysis to current and future clients.- Teamwork: Managed multiple projects and analysts across numerous technology verticals (Software, Hardware, Internet, Semis) to develop presentations for clients focused on M&A, Return of Capital, and Financing.- Management: Led various teams of ~15 junior bankers for the execution of live transactions and strategicpitches.- Leadership: Selected three times by the Tech group’s junior bankers as Associate of the Year in 2014, 2015 and 2016.Selected Transaction Experience: - Bookrunner on Ping Identity's $188 million Initial Public Offering (2019).- Bookrunner on Cloudflare's $604 million Initial Public Offering (2019).- Financial advisor to Broadcom in its $10.7 billion acquisition of Symantec's Enterprise Security Business (2019).- Bookrunner on Zoom Video Communications' $864 million Initial Public Offering (2019).- Bookrunner on Pivotal Software’s $638 million Initial Public Offering (2018).- Bookrunner on Western Digital's $2.3 billion issuance of 8-year Senior Notes and $1.0 billion issuance of 6-year Convertible Senior Notes (2018).- Bookrunner on Silicon Labs' $400 million issuance of 5-year Convertible Senior Notes (2017).- Financial advisor to Symantec in its $2.3 billion acquisition of LifeLock (2017).- Financial advisor to Symantec in its $4.65 billion acquisition of Blue Coat (2016).- Sell-side advisor to GreenPeak Technologies, an IoT semiconductor company, in its sale to Qorvo (2016).

- Fundamental Research: Evaluated relevant industry and macroeconomic data, interviewed industry experts, valued, and wrote an initiation report for a small-cap IT security company.- Financial Analysis: Built a detailed three-statement financial model to facilitate pro forma projections and industry valuation methods.- Communications: Presented stock pitch based on initiation findings to product management committee including precedent transactions and comparable company valuation methods.

-Analytical Problem Solving: Led the development of a capability framework (consisting of 13,717 decisions) to assess/optimize the client’s portfolio of IT systems enabling client to make keep/cut/trade decisions.-Innovation: Developed an Intelligence/Surveillance/Reconnaissance (ISR) value chain model that provided team members an improved understanding of the client’s ISR activities.-Influential: Secured follow on project funding by presenting creditable results at the conclusion of each phase.

-Research: Devised a new research process for the Defense Intelligence Agency’s Watchlisting mission that leveraged eight databases, pinpointed biometric data, and expedited identification of potential terrorist threats.-Leadership: Recognized by the company’s President as the leader of the mission’s most productive team; presented quarterly award for outstanding work ethic and leadership.

-Assistant Battalion Operations Officer (2/08-6/09) Fort Drum, NYTeamwork: Supervised 20 operations and intelligence staff personnel and coordinated with members of the battalion staff to manage the unit’s training for combat support operations in Iraq.-Military Intelligence Company Executive Officer (9/06-2/08) Baghdad, IraqProject Management: Responsible for maintenance, logistic and unit movement operations for a property book valued in excess of $32M.-Battalion Intelligence Officer (11/05-9/06) Fort Drum, NYAnalytical Problem Solving: Researched reports from Iraq to produce weekly intelligence briefs for commanders in preparation for deployment. Analyzed information and conducted in-depth research to provide commanders and staff officers with timely, accurate intelligence that enabled the battalion to successfully action targets.