Covering Communications & Internet Technologies Sectors

Head of Digital Media investment banking practice. Coverage focused on interactive entertainment, online multimedia content and Internet infrastructure.Previously covered Communications Technology including telecom equipment, wireless infrastructure, communications software and communications integrated circuits.

Formerly Montgomery SecuritiesCorporate Finance Coverage Officer:Covered the Business/Technology Services sector. Had significant exposure to the financial sponsor community and specialized in structuring multiparty mergers and “roll-up” initial public offeringsVice President, Corporate Finance Chief Operating Officer:Reported to the Co-heads of Investment Banking and the Chief Operating Officer of the firm. Helped develop investment banking coverage strategy, implemented banker performance measurement tools and deployed technology tools to improve productivity. Sat on the firm’s commitment committee.Developed and implemented a corporate finance CRM system that was eventually deployed firm-wide; designed and introduced a next generation banker workstation with market data, research and analytical tools

Vice President, Corporate Finance Department Operations Officer:Reported to the head of Corporate Finance supporting the management of fifty business units worldwide. Developed strategic plans, analyzed competitive position and evaluated profitability and market share.Vice President, Investment Banking Division Chief Administrative Officer:Managed worldwide investment banking back office operations with 525 employees and $250 million budget. Initiated and implemented a successful $20 million technology program, reduced back-office headcount by 125 people and cut non-compensation expenses by $25 million annually.Information Technology Finance Group Manager:Managed $150 million annual technology, telecommunications and market data budget, evaluated technology cap ex and managed vendor RFP, bid and negotiation processes. Reduced technology financing costs by 25%.