Former Senior Managing Director in the Investment Banking Group for the Financial Services Group of Piper Sandler. Financial executive with 45 years of financial advisory, M&A and capital markets transaction execution, and credit and risk management experience for a wide variety of financial institutions and other entities. Completed over 58 transactions aggregating more than $20.5 billion in value including senior and sub debt offerings; asset securitizations and structured transactions; equity private placements and secondary offerings and IPOs, trust preferred and preferred stock offerings, LBOs, recapitalizations/M&A transactions, and sale/leaseback transactions. Extensive experience working with government agencies with high level background clearance. Published more than 25 industry research reports and comment letters covering complex regulatory and accounting considerations such as CECL, Basel III, TLAC and the Bank Merger Act that impact bank and non-bank financial institutions. Active participant on Capital Commitment Committees for over 23 years evaluating financing and capital raising transactions to be managed by Sandler O'Neill and Piper Sandler.. Fin Tech certification for use of blockchain technology for financial services.
Listed skills include Capital Markets, Valuation, Corporate Finance, Investment Banking, and 18 others.