Description
PROFILE C- I establish effective relationships with C-Level Executives and consistently produce results. As a finance executive, I have sold to billion dollar institutions for a Global Fortune 500, started my own hedge fund, and thrived on a Wall Street options trading desk. Currently, I serve as the CFO of a data analytics startup, where we are pursuing a $3 million, Series A round of funding. My experience features 15 years in Institutional Equity Sales for $33.2 billion, Credit Suisse. There, I completely turned around 20 dormant accounts and generated $7.5 million in gross commissions within a year. Additionally in my career, I raised $20 million in Assets Under Management for my own hedge fund firm and ran a West Coast office for a Boston-based brokerage firm. No one will outwork me. You will find me to be an engaging leader, who enables other people to perform. With comprehensive management, analysis, and consultative sales skills, I will help your firm reach its highest financial objectives. Areas of Expertise * Diverse Financial Product Sales to Billion Dollar Institutions * Hedge Fund Creation / Asset Management / Risk Analysis * C-Suite Relationship Development * Data Analytics / Fintech Software * Team Leadership / Mentoring / General Manager * Wall Street Options Trader / Real Estate Investment Analysis * CFO for A Tech Startup / Corporate Finance / VC Funding * Earned Fordham University MBA, While Working Full Time
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