Printing tool Download PDF


I am actively pursing opportunities with non-banking corporations to become a senior member of a financial and/or strategy function. I have a well-rounded investment banking background across a M&A advisory transactions and capital markets (both domestic and international) that I believe translates well into such a role.

Work experience

Feb 2009Present

Managing Member

MarchWire Capital, LLC

·Founder of newly created financial advisory and consulting firm

·Current engagements focused on public company M&A and balance sheet restructuring

·Broad support of business development, market communication, accounting and corporate finance strategy initiatives, working closely with executive management teams and board members

Jul 2008Feb 2009

Managing Director, Natural Resources Investment Banking

Barclays Capital

·Hired to build a new Houston office and lead a team of 10+ banking professionals

·Created a strategic plan for an integrated model leveraging existing Barclays’ strengths in fixed income, commercial lending and commodities into a balanced platform with advisory capabilities

·Coverage of over 30 public companies across all major energy industry subsectors

Jun 1997Jul 2008

Managing Director, Energy Investment Banking

·Promoted to Managing Director in December 2005 after two years as a Director

·Responsible for global client coverage and revenue generation within the subsectors of exploration and production, midstream and offshore oilfield services

·Provided comprehensive support to NY-based Power group and international country managers as a recognized energy industry/subsector expert in the areas of E&P, LNG and midstream

·Coordination with Merrill Lynch Commodities, Inc. and Merrill Lynch Commodity Partners related to structured transactions and principal investment opportunities

·Broad-based energy transaction experience in both merger & acquisition advisory (over $50 billion) and financings (approximately $15 billion)

·Revenue generation of $37 million during last full year of employment in 2007

Jan 1994Jun 1995

Associate, Private Capital Markets

Nesbitt Burns Securities
Jun 1992Jan 1994

Analyst, Corporate Finance Advisory Division

The Chase Manhattan Bank, N.A.


Aug 1995May 2007


The Wharton School
Aug 1988May 1992


Cornell University


Jun 1997Present

Series 7

May 2005Present

Series 24