About

12 years of investment banking experience in industry coverage at TD Cowen (TD Bank acquired Cowen in 2023)

Progressed from Summer Analyst (2013) to Director (2023–2026) and earned top-bucket ranking every year at the firm

7-month stint (2016–2017) as a financial analyst at a PE-backed growth restaurant company in Los Angeles; returned to the same team at Cowen thereafter

Experience with most products and deals: M&A (sell-side and buy-side, public company mergers), equity (four lead-left IPOs, multiple other IPOs, follow-ons, convertibles, ATMs) and debt (private credit and LevFin)

Played a significant role in deals where Cowen was an IB market leader in the legal cannabis industry — including four lead-left IPOs, two public company mergers, multiple private and public financings, and buy-side advisory

Managed analyst recruiting for the team

Helped build UW–Madison into an IB target school for Cowen

Undergrad BBA from UW–Madison with a double major in finance and accounting

Grew up in Wisconsin; have lived in the Bay Area since 2014