Member: Global Equities Management Committee; Global Equities Sales Committee; Private Investment Management Executive Committee
Managing Director, Head Institutional Client Group [ICG] (February, 2003 – June 2008)
Managed three equity sales groups focused on the middle market institutional segment and the private wealth management division. Responsible for business unit development, sales management and strategy. Significant focus on hedge funds. Directed 80+ sales people as well as MD-level line managers.
§ Managed total revenues of $725 million across all equity products including cash,
derivatives, programs, electronic and syndicate
§Directly managed full complement of technology, compliance, legal and operational items
§Achieved four year revenue CAGR of 25%
§U.S. Middle Market Group ranked #1 in McLagan and Greenwich ratings for 3 years
§Ranked #1 in Institutional Investor ratings
Managing Director, Head Global Account Management (July, 2001 – January, 2003)
Created, staffed and managed a Global team focused on the top 150 Equities Division accounts worldwide.Evaluated account relationships; created model to measure resource allocation and determine account profitability on an individual account basis.Conducted internal and external account reviews and worked closely with senior product managers to create coverage and resource allocation strategies as well as cross-selling initiatives.
Managing Director, Co-Head, Global Equity Syndicate (October, 2000 – June, 2001)
Responsible for order, execution, deal structure, allocation and after-market trading for global Equity Capital Markets group.