Head of Consumer & Retail Equity Capital MarketsAdvised private equity firms and company CEOs and CFOs on market timing, company positioning, valuation, deal structure, marketing strategy and investor targeting for IPOs and follow-on offerings.

Head of Consumer & Retail Group for 13 years. Active book-running manager on IPOs and/or follow-on offerings for TreeHouse Foods, Bojangles, Mastercraft, Habit Restaurants, Malibu Boats, Post Holdings, Dixie Group, Del Frisco's, Fiesta Restaurant Group, CST Brands, Chefs' Warehouse, Bravo Brio, Gordmans, Dole Food, Ruby Tuesday, Ulta Salon Cosmetics & Fragrance, Dean Foods, Cabela's, McCormick & Schmick's, New York & Co., Tuesday Morning, Carrols Restaurant Group, Heelys, Morton's Restaurant Group, Ruths' Chris Steak House, Volcom, Zumiez, Texas Roadhouse, and Red Robin.

Provided equity financing strategies for the Financial Institutions Group and Global Industries Group in 2002 and Telecom Group in 1997-1999.Head of Convertible financing effort in 2000-2001

Managed industry-leading Restricted Equities Group responsible for Rule 144 and 145 restricted stock sales and corporate stock repurchase activity.Previously an associate in Private Client Services for two years providing wealth management services to individual investors.

Investment Banking