Experience
Roosevelt & Cross Inc.
Municipal Bond Underwriting
BUFFALO, NY
 Underwrite and trade municipal bonds throughout the Northeastern U.S.
 Specialize in New York Bank Qualified issues
 Consistently ranked in top three competitive underwriters in NY State by number of deals
M&T Bank
Banking Officer – Asset/ Liability Management
BUFFALO, NY
 Quantitative risk modeling of $35 billion commercial loan portfolio.
 Interest rate sensitivity analysis including ramps, slights, and key rate shocks
 Interest rate GAP analysis under various hypothetical economic environments
CITI Investment Research
Research Associate
BUFFALO, NY/ NEW YORK, NY
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Conduct fundamental research on the electric utility equity market.
Financial Statement Analysis and Modeling
Write research reports and disseminate to investing community.
Perform top down financial analysis requiring intensive excel modeling, market data
dissemination, and regular updating of financial models.
 Discuss BUY/SELL/HOLD calls with institutional investors.
CITI Investment Banking
Analyst
BUFFALO, NY/ NEW YORK, NY
 Perform analysis on trading of the Convertible Bond proprietary strategy. Calculate trading
reserve based on liquidity of holdings and assist with ad-hoc analysis used for developing
quarterly trading commentary.
 Responsible for financial control of the Global Program trading book.
HUNTERVIEW, LLC
Corporate Bond Trader
BUFFALO, NY
 Investment grade corporate and agency debt.
 Performed advanced fixed income analytics including shock analysis and custom yield curve
analysis resulting in trading action.
Education
CANISIUS COLLEGE
MBA– Finance
BUFFALO, NY
2010
UNIVERSITY AT BUFFALO
B.S. Business Administration – Accounting and Finance
BUFFALO, NY
2004
Licensing
Interests
Series 7 – General Securities Representative
Series 63 – Uniform Securities Agent State Law Exam
Series 86 – Research Analyst Part I - Analysis
Series 87 – Research Analyst Part II - Regulatory
 CFA Institute – Affiliate Member, pursuing CFA charter.
 Fixed Income Analysis and Portfolio Mangement
 FAA Licensed Commercial Pilot with Instrument Rating