Lisa Thomas

Managing Director and Head of Global Research - TD Cowen

Brooklyn, New York, United States

About

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Experience

  • Head of Global Research at TD Securities
    Feb 2016 - Present · 10 yrs 5 mos

  • Managing Director - Chief Operating Officer, Global Equity Research at Nomura Securities
    Apr 2010 - Feb 2016 · 5 yrs 11 mos

    • Responsible for establishing and leading a new revenue-generating and profitable U.S. business to leverage substantial existing global platforms in Europe, Asia and Japan. Role includes lead responsibility for all strategic, financial and budgetary planning, human capital management, legal and compliance matters, goal-setting and benchmarking, and IT and operational infrastructure. • Managerial responsibility covers top revenue-generators through junior team members and includes extensive recruiting, negotiation and structuring of employment contracts, compensation planning and determination, and establishment of best practices and training programs.

  • Partner at Kekst and Company
    Dec 2009 - Apr 2010 · 5 mos

    • Strategic Communications Consultant. Lead role in high-profile strategic corporate communication engagements relating to proxy contests, complex financial issues and reputational risk matters.

  • Managing Director at Bank of America Merrill Lynch
    Oct 2003 - Jun 2009 · 5 yrs 9 mos

    • Associate Director of U.S. Equity Research (2006 – 2009). Responsible for strategic business plans, budgets, stock coverage planning and analyst vetting of capital markets transactions. Standing member of firm’s Equity Commitment Committee, with extensive experience in valuation of IPO and secondary equity offerings. Lead role in redesign and restructuring of Global Equity Research division following transformative merger. • Assistant General Counsel (2003 – 2006). Responsible for management of legal matters relating to firm’s institutional Equity and Fixed Income Research businesses. Extensive coordination with senior business leaders around conflicts management, reputational risk issues and development of significant new policies and infrastructural platforms designed to meet new regulatory requirements.

  • Corporate Attorney at Covington & Burling LLP
    Oct 2001 - Oct 2003 · 2 yrs 1 mo

    • Senior team-lead attorney in corporate finance and securities practice focused on M&A, private equity, and capital markets transactions. Transaction management responsibility for high-profile restructuring and corporate governance advisory matters involving complex public company accounting and risk management issues.