Senior financial services executive with a focus in private equity, real assets, and creditstrategies. Strong track record in developing and executing strategic initiatives thatconsistently drive revenue growth, margin improvement, client satisfaction, and teammember retention. Clients need strong partners to help them develop market leadingproducts, I have led many engagements with clients to guide product development and fund launch, freeing them up to focus on other objectives. Built a reputation, across my career, for bringing a real passion for leading, motivating, developing and mentoring team members to advance in their careersKey Strengths Include:GLOBAL LEADERSHIPMotivated client teams on providing world class service to private equity firms,training and coaching them on how to successfully navigate difficult, demandingclients with a tendency to push the boundaries growing revenue by over 15% Y/Yover 10 years.GLOBAL CLIENT SERVICE DELIVERYDeveloped strong relationships with key clients, becoming a trusted source ofindustry information, opening up a solid communication channel that enabled usto review new product ideas and grow our respective business lines.PROCESS OPTIMIZATIONImplemented processes and procedures to improve quality in financial reportingincluding developing, and automating, checklists, creating a financial statementdisclosure library and focusing on training. These actions resulted in a 35%reduction in critical errors, eliminated certain minor errors like footing, cash flowissues.PRODUCT DEVELOPMENTEngaged with a world class private wealth platform developing their first private equity fund offund structure with parallel Delaware, Cayman and Luxembourg funds. Workedthrough fund documents and structure charts with their legal and product teams.This resulted in the successful launch of the first vintage and led to winning everyfund of fund since that initial fund launch in 2011.
Listed skills include Fixed Income, Finance, Hedge Funds, Asset Management, and 8 others.
