Summary Sustainable growth depends on a mosaic of financial, operational and marketing pieces falling into place. After careful analysis of the client's business model and application of rigorous due diligence criteria, I work with the client to identify their needs to reach the next level and help them obtain those resources: * Trusted banker and advisor to private company clients seeking to raise equity and grow their business. * Experienced business development leader with track record of raising significant capital through strong and lasting relationships with investment funds, sophisticated investors, private banks, family offices, insurance companies, foundations and endowments. * Expert in managing teams by inspiring enthusiasm and loyalty through collaboration, open communications and recognition of individual contributions.

Highlights:

Companies I like:

Investment Management Firm

• Banking Industry
• Investment Banking
• Asset Management
• Business Strategies
• Financial
• Financial Models
• High Net Worth
• Insurance
• Management
• Messaging