New York, New York, United States
Specialties: Investor client coverage, key account relationship management, multi-product marketing, cross-selling, business and transaction development, hedge funds, financing, prime brokerage, capital markets, corporate finance, investment banking.
Responsible for Global Senior Relationship Management (SRM) function providing firm-wide products and services to UBS' leading institutional investor clients. Cover institutional investor clients including asset managers, hedge funds, sovereign wealth/central banks, banks, insurance companies and pension funds.
Investor Client Coverage Group: 2007 - 2009 Grew strategic hedge fund client coverage initiative; responsible for business development, revenue generation, account management and strategic partnership with investor clients.
Hedge Fund Relationship Management: 2003 - 2007 Investment Banking - Health Care: 2000 - 2003 Investment Banking - General Industries: 1993 - 2000
Principal investor for boutique private equity firm; directed and operated portfolio companies
Corporate Finance & Merchant Banking Groups