As the President of Pacific Light & Energy, I am responsible for the overall success of our team through the successful completion of projects for our clients. I strive to achieve this by creating and fostering an overall positive culture of support, transparency and accountability while pushing for higher standards in a way that encourages and enables the team to accept ownership of their performance. I work with our sales and operations teams on a daily basis to ensure that each department is meeting their goals and resources are properly allocated to support one another to best accomplish the objectives. I work with the board of directors to develop and establish short and long term plans and strategies that we truly believe will lead to long-term meaningful work and relationships with our clients.In my spare time, I enjoy playing golf, hockey and slo-pitch as well as designing//building outdoor living spaces.Visit our website: http://pacificlightandenergy.com/Phone: 1-833-604-5483

Member of three-person investment banking team, acting as lead agent for corporate finance transactions (>C$16mm raised). Identified, analyzed and established relationships with Venture Capital and Private Equity firms. Analyzed emerging markets such as the bitcoin and marijuana industries and the evolving efforts of governing bodies to regulate and promote growth in their respective regions. Worked with third-party legal counsel to develop comprehensive legal documentation to allow for cross-border equity investment. Developed concise marketing material to educate retail and institutional investment community on materializing market opportunities.

Member of investment banking team, acting as lead agent for 17 corporate finance transactions (>C$270mm raised). Cultivated client relationships, developed management and board of directors’ presentations, prepared client marketing material. Assisted in determining attractive deal structuring while overseeing and directing legal counsel to draft, execute, and close transactions in compliance with required regulations.

Assisted senior investment banker to act as lead agent for 14 corporate finance transactions (>C$42 mm raised). Analyzed and presented competitive landscape, product demand, pricing metrics and potential transaction comparables. Produced in-depth, comprehensive legal documents from commencement to clients’ legal counsel final approval.

Assisted in multiple aspects of equity trade execution for European, North American, and LATAM markets. Liaised with traders and portfolio managers, trained and supervised junior associates. Supervised trade date and settle date cash levels including contribution/redemption cash flows. Promoted to trading desk from operations department over senior colleagues

Licensed Investment Advisor (Series 7 and 66)

Monitored prospective hedge funds market performance and initialized communication regarding potential invest