profit-focused leader eager to contribute institutional equities and account management talents toward assisting a top-tier alternative asset management company in their fundraising efforts with pension, endowments, and other institutions.

 

profile

 

         expert at reducing hedge fund risk while concurrently preserving capital and attaining positive returns under wide-ranging market conditions, along with substantially decreasing overall portfolio volatility.

         skillful in the knowledgeable utilization of multiple financial tools to include investment options such as short selling, leverage, and derivatives (i.e. put / call options).

         served on credit suisse s philanthropic board of directors which was instrumental in identifying important local charitable organizations that would benefit from incremental funding.

         holds b.a. in sociology from the university of san diego.

 

professional synopsis

 

 

key accomplishments

ø successfully oversaw an over $250 million revenue business in core research sales, derivatives, multifaceted trading, and prime brokerage toward securing new financial opportunities for continued marketplace dominance.

 

         applied dynamic leadership abilities toward directing multiple new business wins across varied lines, along with developing and implementing strategic initiatives to target profitable selection and cross sale efforts.

         demonstrated strong financial management talents instrumental in leading corporate efforts to cross sell to traditional equity-only investor converts, mbs and whole loans, and derivative structures.

         maximized operational revenue by developing cost-effective budgets across comprehensive corporate business lines to successfully focus on profitability improvement and diverse market share opportunities.

 

 

key accomplishments

ø attained 2006 performance at over 2%, as well as 2007 performance at over 10%.

 

         drove operational growth by managing over $350 million in p / l, along with overseeing equity positioning within competitive healthcare and business services sectors and performing optimal fundamental equity analysis.

         utilized gershon, vista, and clinical advisors to perform deep channel check work on all long / short positions, as well as employing sharp analytical skills toward identifying ideal buy and short-entry levels.

         proficiently delivered alpha month-in / month-out within typical 25% net long or short portfolio positioning.

         demonstrated knowledge of short-term macd, long-term 35, 50, 100, and 200 ma, put / call ratio, and vix levels.

 

key accomplishments

ø supported the placement of over 300 secondary and primary transactions during tenure, along with attaining recognition as one of the top-producing brokers within the corporation s institutional equities division.

 

         strategically steered organizational success by overseeing a book of accounts ranging from traditional long-only asset to pension management, as well as directing mutual funds to l / s hedge funds.

         optimized the management of difficult-to-cover l / s investors overseeing global portfolios across capital structure to include standard pacific, ascend capital, and partner funds, among others.

         expertly facilitated pb and derivative cross-sell wins.

 

 

key accomplishments

ø spearheaded the establishment of a wc institutional equities business, along with supporting the launching of the sbc warburg platform to cull the counterparty list and compliment organizational global trading capabilities.

 

         resourcefully identified optimal counterparts for corporate contingent by successfully researching needs and capital intensity, along with proactively managing emerging and established institutional accounts from sea to sd.

         developed research products designed to emphasize in-depth and consistent analysis across capital structure.

 

~ additional professional roles held prior to 1994 ~