Experience

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  Lehman brothers

  Jun 2001 - Aug 2002

  Investment banking & research analyst
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  Universal studios

  Oct 2002 - Apr 2003

  Locations assistant
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  Thomas weisel partners

  Jul 2003 - Jul 2004

  Corporate finance analyst
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  Ubs investment bank

  Jul 2004 - Sept 2005

  M&a analyst
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  Cappello capital corp.

  Oct 2005 - Jan 2007

  Associate
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  Pegasus capital group

  Sept 2008 - Apr 2011

  Senior associate

  Pegasus Capital Group acquires and grows profitable middle-market companies that are led by superior management teams with proven track records. Pegasus targets North American companies that are currently, or have the potential to become, leaders in their industry niche, possess a sustainable and competitive advantage and have a defined growth strategy. We will consider investments in any industry, but have a broader preference toward engineered products and industrial applications & services.

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  Ba securities llc

  Mar 2012 - now

  Registered representative
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  Objective capital partners

  Apr 2012 - May 2015

  Vice president

  Objective Capital Partners, LLC is an M&A firm focused on transactions for privately held companies with enterprise values up to $500 million. Headquartered in Southern California since 2006, our seasoned professionals have collectively executed over 500 M&A and advisory engagements in more than 35 industries. We are passionate about supporting entrepreneurs and business owners who want to maximize the value of their business.Registered Representative of and Securities Products offered through BA Securities, LLC Member FINRA (www.FINRA.org) SIPC (www.SIPC.org). Objective Capital Partners, LLC and BA Securities, LLC are separate and independent entities. Any testimonial or endorsement may not be representative of the experience of other customers and is no guarantee of future performance or success. Show less

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  Genoa partners llc

  May 2015 - now

  Managing director

  Genoa Partners LLC is a privately owned investment banking firm dedicated to the corporate finance needs of growing businesses, their owners and intrepid entrepreneurs. Headquartered in Costa Mesa, California with partners located throughout the Southern California, Genoa Partners is dedicated to creating value by providing innovative, cost efficient solutions and expertise in mergers and acquisitions and growth capital markets. Our mission is to educate our clients about mergers and acquisitions, growth capital markets and the importance of an experienced partner throughout an efficient investment banking transaction process. We strive to help our clients achieve their personal and business goals through trustworthy, unbiased corporate finance transaction advice. We promote a challenging, fair, enjoyable and supportive environment driven by team work and communication. In addition, we seek to improve our local communities through charitable time, donations and the conservatively responsible actions of our firm and its people. Registered representative of and securities products offered through BA Securities, LLC (www.basecuritiesllc.com) Member FINRA (www.FINRA.org) SIPC (www.SIPC.org). Genoa Partners LLC and BA Securities, LLC are separate and independent entities. Any testimonial or endorsement may not be representative of the experience of other customers and is no guarantee of future performance or success. Show less