My responsibilities include…

Facilitated the origination and execution of initial public offerings (IPOs), secondary offerings and convertible securities in the consumer, retail, business services, telecom and media markets, with values ranging from $25 million to $1.5 billion. Initiated the development of creative marketing materials that focused on winning new business and helped position JP Morgan as a highly coveted financial services firm with global reach. Worked with senior level executives in London and Australian on capital markets transactions. Lead execution team on the implementation of a global equity offering. Directed marquee transactions of highly recognized brands, including DreamWorks Animations (Vulcan Ventures), Domino’s Pizza (Bain Capital), Burger King (Bain Capital, TPG, & Goldman Sachs), Sealy Mattress (Goldman Sachs).Highlights:• Originated and completed over 30 book run transactions that raised over $22 billion in capital for public companies.• Managed up to 10 associates and analysts.• Play a key role in the development and training of JP Morgan 's future talent by recruiting and instructing various training programs.

Developed new accounts with individuals and small businesses and consistently met all sales targets. Successfully completed Merrill Lynch’s Professional Development Program.Highlights:• Opened over 250 accounts and managed the assets of over $30M in the first 24 months of production.• Built a successful and sustainable business by developing relationships with senior management of small and middle market companies to manage balance sheet, corporate and personal investments.

Researched and managed corporate and municipal bond portfolios for individual clientele.Designed and presented investment proposals for prospective individual and corporate clientele.Highlights• Provided me with a solid foundation in business development, customer relationship management, and providing reliable and dependable world-class service.• Played a pivotal role in shaping my career in the financial industry.