A versatile and sought-after finance executive, I have a proven record of valuable accomplishments in investment banking and advisory services, corporate financial marketing and private wealth management settings. Serving in a variety of senior management roles, in both leadership and individual contributor roles, I have consistently surpassed demanding corporate and client expectations while outperforming prevailing market and economic trends at The Blueshirt Group, JMP Securities, Deutsche Bank, Bank of America and elsewhere. Highly adaptable and a quick study, my experience includes key roles in successful IPOs, mergers and acquisitions, capital raising and other corporate transactions valued in excess of $3B. I am recognized for special expertise analyzing and covering high tech markets and companies, including the software and SaaS sectors. In addition to authoring an influential white paper on vertical software, I have personally written more than 600 quarterly earnings reports and over 20 initiation reports.At your organization, I could make a strong impact by:• Increasing shareholder value & investor ROIs• Developing & executing aggressive growth strategies• Leading highly-effective investor relations & marketing programs• Identifying & exploiting untapped opportunities & emerging markets• Shepherding complex transactions from concept to profitable closing • Sourcing, negotiating & closing strategic corporate & client transactions• Aligning finance & investment strategies with evolving market & economic trends • Forging profitable strategic alliances with clients, capital sources & business partners• Formulating deep-dive analytics, forecasts & modeling to support C-level decision-makingOthers have described me as a natural leader, astute analyst, farsighted strategist, persuasive communicator and trusted advisor. Always embracing challenges, I thrive in fast-paced, high-pressure environments.