Director on the Global Asset Managers team (Financial Sponsors Coverage) within Banking, Capital Markets, & Advisory Services (BCMA) at Citi

The George Washington (GW) Investment Institute which provides students with critical real-world investment experience and invaluable professional networking opportunities. The foundation of the institute is GW’s Student Investment Funds, which provide students the opportunity to manage real capital, interact with industry practitioners in the classroom, and connect with investment leaders.

Served as relationship banker for 40+ public and private manufacturing and services companies between $300mm-$8bn of enterprise value. • Developed advisory and capital raising analysis while liaising with product-specific colleagues to drive revenue, inclusive of ECM, DCM, FX derivatives and deposit platforms.• Managed multiple workstreams with senior executives and junior team members. • Refinancing of Sponsor-owned Industrial Distributor – $450mm: Lead arranger.o Created and managed contributions to capital commitment memo, rating agency presentation, lender presentation, and bank book. o Worked extensively with CEO, CFO and sponsor partners through due diligence, while also engaging with investors during lender discussions.• Private placement advisor for weather-related SAAS start-up – $40mm: Sole arranger.o Managed team creation of teaser, management presentation, model, and term sheet. o Conducted weekly interactions with CEO and Chairman alongside investor due diligence.• Led Raid defense for Powersports OEM – $500mm: Sole advisor (Successful).o Pitched and won anti-raid mandate for Powersports OEM while negotiating engagement letter.o Developed financial and guidance materials for multiple Board meetings along with preparation in conjunction with PR partners ahead of earnings results.• Buyside advisor for Industrial Technology component supplier – $925mm: Sole advisor (Dead).o Prepared and presented strategies and valuation at Board meetings during first and second rounds. o Performed due diligence via site visits and multiple partner discussion (i.e. QoE) while having weekly interactions with CEO, CFO, Corp Dev, and Treasury team.

Served as Lead analyst in Global Investment Research (GIR) responsible for coverage of 23 companies across the US Building Products and Small and Mid-Cap Capital Goods representing $140B of market cap. • Conveyed investment decisions and industry analysis to key stakeholders including institutional investors, internal sales force, trading colleagues, and industry partners. • Managed sector-level ratings distribution to drive alpha/capture based on investment recommendations.• Created and maintained robust company and industry models, inclusive of forecasts, leveraging regression analytics as part of a mosaic for investment recommendations.• Collaborated with cross-asset class and sector coverage counterparts to drive portfolio manager level analysis of key trends/topics to drive investment recommendations.• Strong track record of broker votes with leading multi-manager and long-only institutional investors.• Managed a team of associates and analysts including counterparts in Salt Lake City and Bangalore, IND while guiding promotion process for two analysts to associates.• Fostered relationships with executive teams within core coverage universe.

• Authored research on 11 publicly traded companies spanning domestic and international exchanges, conveying investment decisions and market dynamics to institutional investors, institutional sales force and trading desk.• Established and communicate frequently with current and prospective company management regarding company specific data.• Constructed investment theses on publicly traded equities through the use of individually crafted company specific financial forecasts and analyzed market data. • Arranged and organized non-deal road shows and relevant industry business meetings to allow institutional investors access to key decision making individuals, both domestically and internationally.• Produced, updated and maintained corporate financial forecasts leveraging relevant industry information. • Tracked and recorded relevant industry data points for extrapolation and dissemination to institutional investors.

• Authored research on 6 publicly traded companies conveying investment decisions and market dynamics to institutional investors, institutional sales force & trading desk.• Produced, updated and maintained financial forecasts leveraging relevant industry information. • Co-organized annual conferences highlighting thematic industry information.• Championed best practices for Institutional Research including redesign of research product. • Maintained databases tracking essential macroeconomic data.