New York City Metropolitan Area
Senior leveraged finance executive with 13+ years of experience spanning BSL, private credit, middle market, and Latin America debt financing. Track record in providing preliminary and formal credit recommendations, portfolio management of restructuring and distressed debt, and Liability Management Transaction (LMT) risk management. Expert in external stakeholder collaboration, including partnering with agent banks, sponsors, and management teams. Demonstrated results in training and leading high-performing teams, mentoring peers and juniors at all levels, and driving sound credit judgement across organizations.
Direct credit strategy for new BSL and private credit transactions with EBITDA of $100MM+ ➢Team Leader of deal teams that executed 20+ new deals (~$600MM) in FY25 ➢Direct the LMT risk strategy across a $2.2BN BSL portfolio
Lead underwriter for Sponsor backed leverage finance transactions in middle market ($15MM+ of EBITDA), BSL and private credit.
Deal team leader responsible for underwriting debt financing for mergers & acquisitions, leveraged buyouts, and dividend recapitalizations with EBITDA range of $10MM-800MM across private equity and corporate client base
Led credit analysis and diligence for bank loan financing of private equity clients with EBITDA of $18MM-200MM; managed portfolio of 10-12 borrowers with committed capital of $200MM+
Performed credit analysis and due diligence on LBO, M&A, refinancing, and restructuring transactions to underwrite first and second lien, and bridge to bond financings with underwriting commitment range of $100MM-1,000MM
Financial Planning & Analysis role supporting Citi’s private equity and hedge fund platform ● Analyzed P&L trends and results, developed monthly and quarterly revenue outlooks, budgets, 5-year plan, economic stress scenario analysis for the Federal Reserve, Board presentation to illustrate impact of divesting hedge fund group