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B2B INDUSTRY EXPERIENCE
  • Specialty Manufacturing
  • Oil & Gas
  • Business Services
  • TMT
  • Insurance
  • Financial Services
  • Transportation:  electric and Renewable
B2C INDUSTRY EXPERIENCE
  • Software
  • E-Commerce
  • Traditional Retail
  • Wealth & Asset Management
  • Health Care
  • Hospitality
  • Commercial and Residential Real Estate 
Financial Services:  Global Investment Bank

  • Co-founder of Middle Market Business; contributed $3B in market cap post IPO

  • Built distribution: $0 to $200MM in revenue with 60% pre-tax margin in 18 months

  • Captured #2 market share within 3 years and achieved #1 customer satisfaction per Greenwich

  • Increased penetration from 200 to 1300 institutional clients representing $1 trillion in assets

  • Recommended to management committee acquiring: Charles Schwab and iShares Portfolio

Financial Services:  Global Financial Institution

  • Head of North America Securities Services representing $1 Trillion in custody assets, restructured group increasing pre-tax income 250% to $60 million within 1 year

  • Increased annual sales revenue from $120 to $200 million within 1 year

  • Ranked #1 by Pension & Investment in master trust/custody survey (18th in prior year)

  • As CFO of bank's largest C & I banking group, led creation of Citibank Delaware; currently $5.6B in Assets, $1.9B in Equity Capital, 2.68% ROA

Private Equity: $3B AUM, 5 Year 58%IRR, Owned by Ruler of Dubai

  • Chief Operating Officer & Member of Investment Committee

  • Restructured proprietary trading firm into fully authorized, regulated PE asset management firm

  • Developed $3 billion in CIS/MENA private equity and Sharia compliant fund structures

  • Closed $1 billion Qatar Investment Authority joint venture

  • Authored strategy to acquire $1 billion in emerging market equity hedge fund controlling positions

B2B:  Strategic M & A and C-Suite Advisory Firm

  • Focused on strategic M&A, financial restructuring, change management, revenue growth, "winning team" culture creation--Goldman, Kansas City Southern, GE Energy, Idealab were clients

  • Recommended acquiring Charles Schwab for $5B & State Street Bank's I-Shares franchise to Goldman Sachs's Management Committee 

  • Advised King World on content vs distribution strategy, which led to $1 billion CBS cash purchase

  • Created Handshake Financial, a double blind private middle market capital marketplace platform

  • Introduced GE Energy to tower power solar company, raised $40MM in private equity

Global Investment Bank:  Creator of the High-Yield Bond Market

  • EVP & Board Member, Chairman & CEO of Drexel Europe, Chairman of DBL Commercial Paper

  • Underwrote $6B in unrated commercial paper across multiple industry segments without a loss

  • Head of Worldwide Operations & Administration for Commodities and Professional Investor Groups

  • Negotiated the reopening of the Hong Kong Stock & Futures Exchanges in October 1987

  • Created the unique "Wring-Out" solution saving the LME post the International Tin Council collapse

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