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Work Background
Managing Director
LifeSci Advisors, LLCManaging Director
Feb. 2021 - Mar. 2024• Managed all corporate access and non-deal road shows for LifeSci clients, ensuring smooth communication with institutional investors. • Developed and maintained strong client relationships, serving as the main point of contact for key stakeholders. • Implemented strategic initiatives to enhance client engagement and drive business growth.
Vice President, Institutional Sales
First AnalysisVice President, Institutional Sales
Aug. 2015 - May. 2020Managed firm’s East-Coast Equity Research sales business.
Boston Equity Sales Manager
Sidoti & Company, LLCBoston Equity Sales Manager
Jan. 2002 - Oct. 2016Supervised team of five professionals covering Boston Accounts. Oversaw Boston sales and marketing and commission production.
International Sales
Lynch, Jones & Ryan, Inc.International Sales
Jun. 1999 - May. 2001Reconciled international trades and managed International Pension Accounts for Commission Recapture, including CALPERS and PSERS.
Account Administrator
U.S. TrustAccount Administrator
Aug. 1998 - Jun. 1999

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