| Education |
American International College, B.A. |
| Joined William Blair & Company |
1999 |
| Other Experience |
Connecticut Bank and Trust
Office of the Mayor of Chicopee |
| Board Membership |
POTE Foundation
Suffield Observer
Shuttle Meadow Country Club Greens Committee
Various civic and church organizations |
| Community Involvement |
Church and civic affairs in various capacities |
| Notable Transactions |
- Pension Obligation Bonds for Waterbury, New Britain, and Bridgeport
- The issuance of BABs, QZABS, RZABS, QECBs for various municipalities
- Participation in several hundred rating presentations and upgrades
- Structuring agent and underwriter for first city in the nation to issue Pension Obligation Bonds
- Has played a key role in the issuance of over $5 billion state and local bond issuances
- First to create a full disclosure official statement in Connecticut
- First in the State of Connecticut to work with a municipality using bond insurance
- First in the State of Connecticut to use video conferencing, photographs and other innovative techniques in rating presentations
- Instrumental in the creation of two municipal short-term investment funds
- Pioneered in the use of Interest Rate Swaps for Connecticut municipalities
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