Experience

Originated and executed municipal debt financings across hospitality, healthcare, project finance, and land-secured sectors.

Supported up to four senior bankers simultaneously, balancing competing priorities, tight deadlines, and high-volume workloads.

Engineered complex financing structures in DBC Finance and Excel, including traditional fixed-rate, capital appreciation, and convertible bonds, plus securitizations and cash flow notes.

Determined bond sizing by evaluating project budgets and risk-based reserve requirements.

Assessed the feasibility of proposed debt service schedules against project cash flows.

Conducted credit analysis by reviewing financials, market studies, and other third-party reports.

Monitored municipal bond market and investor trends to develop structure and pricing strategies.

Partnered with counsel to vet bond documents, ensuring regulatory and investor compliance.

Represented the firm in investor, client, and conference meetings, periodically as the sole delegate, fostering key relationships and expanding the firm's network.

Created comprehensive presentation materials, including pitchbooks and investor memoranda, to effectively communicate value propositions to stakeholders.

Led the development of internal tools for the Debt Capital Markets group to track transaction pipelines, monitor projected revenues, and analyze group and market activity.

Spearheaded project file management, enabling teams to access thousands of materials efficiently.

Standardized group-wide templates to ensure consistency and professionalism in deliverables.

Trained junior analysts on modeling standards and best practices for transaction execution.