B.S. Economics, Georgetown University, 1993
Study Focus: Transitions of Socialist Economies
Heather has extensive experience in corporate debt financing. She has executed public US Dollar debt deals, Private Placements and structured financing for domestic and international fortune 500 companies. Her experience includes originating and executing debt financing in the industrial and telephony sectors, for highly-rated Sovereign countries such as the Republic of Korea and the State of Israel, and for large global asset managers.
As Assistant Director, Heather provides consulting and coaching services to client companies.
Prior to joining WTBC in August of 2013, Heather spent three years in the state of Baja California, Mexico investing in real estate and managing other entrepreneurial ventures.
After graduating from Georgetown University with an undergraduate degree in Economics, Heather began her career in New York City on Wall Street in 1993 as an Analyst in Salomon Brothers' CFO Apprenticeship Training Program. She spent the next two years in the Controller's Group of the Financial Division working for then CFO Don Howard. In 1995 Heather moved onto the Salomon Fixed Income Trading floor as a trading assistant. In 1997 she was accepted into the Salomon Brothers' Sales and Trading Training Program.
For the next five years of her career Heather was responsible for all stages of executing new multi-billion dollar bond issuances in the global marketplace. Her sector focus was on Telecom and Emerging Market companies and sovereign countries. Her responsibilities included managing fee and other negotiations with the borrowing client, determining the global marketing strategy, negotiating orders and allocating bonds to hundreds of institutional investors around the globe, pricing the transaction, and hedging and managing any residual bond holdings and related hedges.
For the last 7 years of her career, Heather was responsible for managing new issue Collateralized Debt Obligations ("CDOs") across various asset sectors to the global market. This included cultivating and managing relationships with the institutional banking clients, negotiating deal structure and fees with institutional borrowers and investors, determining global marketing, pricing and timing strategies, and the trading of aftermarket bond positions.
Heather's 15 years of experience helping clients market their companies to investors globally makes her an invaluable resource to the WTBC.