Expert Qualifications

This highly-qualified expert has nearly 30 years of experience in the field of investment banking and leveraged finance, specializing in arranging debt financing primarily for leveraged buyouts, mergers and acquisitions, refinancings, recapitalizations and rescue financings. He earned his BS in computer science from Columbia University and his MBA in finance and international business from the University of Chicago, and holds FINRA Series 79, 82, and 63 licenses. He began his career as an associate in the asset-based finance group at Citicorp Securities. Since then, he he served as the managing director at Credit Suisse Securities, Carolina Financial Securities, and ASGARD Securities, where he was also the co-head of the advisory group. Currently, this expert is the managing partner of a middle market investment banking firm in New York.

Bio Snapshot

  • Location: CT
  • BS, Computer Science, Columbia University
  • MBA, Finance and International Business, University of Chicago
  • Certified, FINRA Series 79, 82, and 63
  • Former, Associate, Asset-Based Finance Group, Citicorp Securities
  • Former, Managing Director, Syndicated Loan Group, Credit Suisse Securities
  • Former, Managing Director, Carolina Financial Securities
  • Former, Managing Director, ASGARD Securities
  • Former, Co-Head, Advisory Group, ASGARD Securities
  • Current, Managing Partner, a middle market investment banking firm in NY

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