I am searching for a client facing role focusing on business development where I may leverage my experience and relationships in the investment management sector. I am currently with a private banking team at BAML ($4Bn AUM) in Houston. My role involves consulting institutional portfolio managers, private bankers and family offices on complex/customized investment strategies (alternatives). I dedicate much of my efforts to proposing strategies to financial advisors and their clients, then educating them, and finally securing capital commitments. Geographically I am flexible. I have lived and worked in LA, NYC, Miami, Houston, and SF.

Highlights:

• Equity
• Management
• Risk Management
• Bonds
• Private Equity
• Banking Industry
• Capital markets
• Equities
• Financial
• Financial Models
• Private equity