As a trusted business leader and advisor I have success delivering innovative financial solutions to clients. As an advisor, at Alliance Bernstein, I offer specialized counsel for business owners, entrepreneurs, corporate executives around managing growth oriented companies and their capital, succession and exit planning strategies. I draw from a wide breadth of experience managing investment banking and global capital markets businesses. Offer a holistic financial view and investment perspective drawn from over 25 years working in the financial markets. Extensive transactional and product expertise in structured finance, alternatives, emerging markets, derivatives, fixed income, private equity and credit. Devise comprehensive financial plans and investment programs
in conjunction with the Bernstein wealth strategies, portfolio management and investment policy teams, to meet client specific goals.