• Joined Intelligent Edge to assist senior management in building awareness of Intelligent Edge’ service set within the Registered Investment Advisor segment and other wealth channels nationally.• Assisting wealth managers in providing their clients with tax-efficient hedging and monetization solutions for concentrated forms of wealth that may reside in commercial real estate, privately-held businesses or low-basis, publically traded stock positions.• Primary responsibility within our target market for originating and executing M&A, recapitalization and other monetization solutions for owners of privately-held businesses.

Provided industry-focussed financial and business consulting services to entrepreneurial companies within the financial technology, securities services, wealth management and institutional brokerage sectors.

Primary banker following financial technology and capital markets services sectors. Principally engaged in private M&A transactions involving targets $50MM - $500MM in value.Played a primary role in establishing Putnam Lovell's Financial Technology and Brokerage practice before the firm was acquired by Jefferies in 2007.

M&A coverage and deal execution support within Salomon Smith Barney and Citicorp's Global M&A businesses. Focused on depository institution and investment management segments.