Teams at Stifel Financial Corp.

Leads venture debt syndication strategy and transaction execution, including structuring, lender outreach, pricing, allocation, negotiation, documentation, and closing. Builds and scales the Venture Banking Syndications platform through systems, processes, team development, and strategic partnerships. Manages institutional and lending relationships, optimizes balance sheet utilization, provides market intelligence, and collaborates with Relationship Management, Credit, Treasury, Legal, Finance, and Operations.

Manages high-net-worth client relationships, assesses financial planning and investment needs, develops comprehensive financial plans, and coordinates investment strategies with portfolio managers. Reviews plans, advises on estate, tax, cash flow, and philanthropic matters, supports business development through referrals and presentations, and ensures compliance with firm procedures. Requires proficiency with Money Guide Pro, eMoney, Microsoft Office, and CRM systems.

Manages relationships with larger wealth management clients, develops deep knowledge of their portfolios, conducts performance reviews, coordinates enrollment meetings, evaluates client needs, researches inquiries, recommends investment strategies, and identifies client development opportunities. Requires extensive financial services experience and FINRA securities licenses.