Organized relationship builder with strong investor relations/corporate communications background, obsessive work ethic and respected management abilities. Career characterized by the ability to develop and implement products, partnerships and strategies to secure new clients and grow existing accounts.
Overview
17
17
years of professional experience
4
4
years of post-secondary education
Work History
Managing Director
DDI Leasing, Inc.
Westhampton, NY
10.2015 - Current
Led expansion into new geographic market for technology-focused equipment finance firm; created Westhampton (NY) office and built out sales team
Permanently exceeded sales goals, growing net profit at annualized rate of 39% for seven years
Secured new accounts resulting in origination of more than $100MM in equipment leases
Develop relationships with C-level executives and vendor partners to structure and implement accretive equipment leasing and financing strategies
Manage firm residual positions for new FMV originations; analyze lease portfolio and restructure agreements to generate profit
Oversee communications strategy and related marketing materials for firm; negotiate contracts and third-party-vendor relationships; organize and attend national roadshows to forge new partnerships
Vice President, Institutional Brokerage Division
FBR & Co
New York, NY
10.2014 - 10.2015
Recruited to lead institutional sales and corporate access for healthcare vertical at MLV & Co (acquired by FBR & Co.)
Monetized institutional research product for first time in firm history
Top salesperson across all metrics, including: profit, revenue, new accounts opened, corporate meetings/calls secured and analyst meetings/calls secured
Liaised with institutional and corporate clients to generate new investment ideas
Managed non-deal roadshow (NDR) team as player-coach; booked meetings with institutional investors on behalf of banking clients
Vice President, Institutional Equity Sales
Axiom Capital Management, Inc.
New York, NY
12.2012 - 09.2014
Recruited as first hire for institutional research group; achieved 200% of quota in first year selling quarterly research subscriptions to hedge funds
Trained and managed team focused on selling independent, institutional investment research. Focus sectors included: healthcare, consumer goods/services, technology, metals/mining and energy.
Closed $4.5MM private placement with institutional investor for consumer goods company
Collaborated with independent research providers to extract, synthesize and market compelling investment theses
Created and oversaw process for vetting additional internal and external research content
Vice President, Institutional Research Sales
DeMatteo Monness
New York, NY
03.2009 - 12.2012
Joined sales team from research division in 2011; responsible for growing key existing/new relationships with portfolio managers and analysts at hedge funds to increase usage of brokerage services, expert network research and other idea-generation products
Recruited C-level executives and industry experts to global consulting network aimed at providing insights to institutional investor clientele
Authored and administered new research products, including proprietary monthly survey series focused on mortgage and telecom industries
Senior Account Executive
Omnicom
New York, NY
09.2006 - 03.2009
Authored press releases, investor relations/issues management talking points and SWOT analyses for key client accounts at strategic healthcare communications firm
Developed partnerships with medical key opinion leaders and advocacy groups to drive client messaging for specialty neurology pharmaceutical products
Hosted media training sessions for corporate and other spokespeople
Retained by Teva Neuroscience to design and implement unique clinical-trial-recruitment materials/strategies for specialty pharmaceutical product
Direct Support Professional (DSP) at Developmental Disabilities Institute (DDI)Direct Support Professional (DSP) at Developmental Disabilities Institute (DDI)