Career Background

• Focus on deal sourcing and business expansion opportunities for Convergent portfolio companies through customer access as well as M&A and capital markets support
• years of investment management and corporate finance experience
• Provided UBS's most substantial clients with advisory, capital, and asset solutions
• Commenced career in investment banking, then led investments at principal investor and PE fund sponsor which had been a client on $4 billion sell-side 

Work Experience

• 2018-present: Convergent Finance, Senior Advisor
• 2011-2018: UBS Limited / UBS Group AG (London), Director
• 2006-2009: SUN Group (London & New Delhi), Vice President
• 2001-2006: ABN AMRO Corporate Finance Limited (London), Associate Director
• 2000-2001: Morgan Stanley & Co. (New York), Analyst

Education

• 2019: Fellow, Chartered Institute for Securities & Investment
• 2014: Member, Chartered Institute for Securities & Investment
• 2000: Bachelor of Science, Business Administration, Haas School, U.C. Berkeley