Relationship management professional with experience in financial services, investor relations, trading and market structure. Passionate about understanding the needs and challenges facing executives of publicly traded companies and aligning solutions to achieve their strategic outcomes.

• Analyze investment trends across numerous institutional money managers in order to advise clients which firms would be ideal potential shareholders.• Synthesize data points from public and proprietary sources to identify investor activity impacting the overall performance of client's company stock.• Develop the process required to determine when and how various managers are building a position in a client's shares via the derivatives markets.• Calculate the formula to reconcile the impact convertible bond trading has on different clients' underlying shares.

• Perform shareholder targeting, attribution analysis, and institutional tracking to develop client's investor relations strategy as well as optimal shareholder base.• Analyze financial, economic, and trading data to identify trending patterns for Fortune 500 clients in industrial, media, healthcare, and energy sectors. • Present “Short Selling, Options, and Derivatives” session to industry professionals at 2010 National Investor Relations Institute (NIRI) Annual Conference. • Train internal consultants on a number of trading issues and implications, including convertible debt, options, and secondary offerings.