- 20 Years Experience as Top Senior Sell-Side Bank Analyst
- Deep-Rooted Institutional Investor and Wall Street Relationships
- Long-Standing, Well-Respected Banking Industry Relationships
- Key Participant in History - Making Banking Industry Mergers / Acquisitions
- Trusted Advisor in Corporate Restructurings / Strategic Events
- Proven Ability to Plan / Manage Major Banking Industry Conferences
- Well-Versed in All Aspects of Company Roadshows -- Domestic and International
- Institutional Investor and Wall Street Journal "All-Star" Rankings
- Past President of the Bank & Financial Analysts Association
- Affiliation with Al Petrie Investor + Media Relations, LLC, Established in 1998
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