Personal Information
Organization / Workplace
Portland, Oregon Area, WA United States
Occupation
Head of Payments & FinTech - Equity Research
Industry
Finance / Banking / Insurance
About
I built the payments, FinTech, and commerce research practice from scratch for a leading technology investment bank (Top 5 Tech IPO market share), Cultivating relationships with public & private executives, industry contacts, institutional, and venture capital investors is a major component of my role. I have deeply analyzed how technology forces like mobility, data, security, and software are transforming the commerce and financial services ecosystem and communicated the findings via a variety of forums. My background entails a powerful combination of experience spanning business development, corporate development, corporate strategy, M&A, IPO, venture capital, and equity research.
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