INDUSTRY EXPERIENCE
  • B2B:  Specialty Manufacturing, Oil & Gas,  Business Services & Financial Services
  • B2C:  Software, e-Commerce, Health Care &  Hospitality 
FUNCTIONAL EXPERIENCE
  • Multiple Location C-Suite Expertise
  • Proven Value Creation 
  • Board Room Experience
  • Underwriting & Operational Focus 
Financial Services:  Global Investment Bank
  • Co-founder of Middle Market Business; contributed $3B in markt 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 achived #1 customer satisfaction per Greenwich

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

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

Financial Services:  Global Financial Institution
  • As head of North America Securities Services (master trust/master custody, global custody), restructured group increasing pre-tax income 250% to $60 million within 1 year

  • Increased annual sales revenue from $120 to $200 million

  • 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; $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 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 plan to acquire $1 billion in emerging market equity hedge fund controlling positions

B2B:  Strategic M & A and C-Suite Advisory Firm
  • Focused on M & A, financial restructuring, change & turnaround management, new business development, "winning team" culture creation

  • 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

© 2013-2020 BoldPointe Partners, LLC All Rights Reserved  

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