Director, Financial Institutions Capital Markets & Investment Banking
Wachovia Capital Markets, LLC
- Served as primary coverage officer for insurance underwriters, insurance brokers, and sponsors focused on financial services industry.
- Originated unique transaction ideas, present analysis of them to clients, and secure advisory mandates.
- Maintained strategic dialogue with clients on potential mergers, acquisitions, and divestitures, as well as optimal capital structure.
- Generated over $25 million of revenue since promotion to Director in 2007.
- Deployed firm capital judiciously to support client relationships and generate attractive returns.
- Oversaw junior resources across the firm as member of analyst operating committee.