Experience

I have over 4 years of experience in capital markets banking, financial services auditing, and corporate finance. Most of my roles have centered around financial modeling, analysis, and forecasting. Prior to joining Point B, I worked as an investment banker within the Debt Capital Markets group at a large multinational bank. Here I developed, structured, and executed customized bond financing structures for governmental issuers and corporate borrowers, with a strong focus on the Infrastructure and Transportation sectors. As the lead analyst on several multi-million dollar deals, I was responsible for originating, pricing, and closing fixed-income transactions while partnering with the sales, trading, and syndicate desks.

Education

  • B.A., Business Administration, Accounting, University of Washington
  • FINRA, Series 52 and 63