> As a member of a 20 year-old team with an AUM of $3.2Bn, I oversaw the financial affairs for a select group of corporate officers, business owners, families and foundations throughout the United States > Executed client acquisition through strategic cold calling, targeted seminars, speaking engagements, centers of influence and referral alliance networks > Worked to address the following critical financial issues: + Tax Mitigation Strategies + Personalized Trust and Estate Planning services + Philanthropic needs + Concentrated Stock Risk Management + Retirement Accumulation and Income Planning Strategies> Partnered with Bankers and Product Specialists to offer tailored lending capabilities (to enhance client liquidity and flexibility) ranging from residential mortgages, unsecured lines of credit and loans secured by marketable securities to cash management services> Leveraged product partners to provide clients with hedging and structuring solutions to manage a broad spectrum of risks

> Partnered closely with Industry Coverage Group Heads on strategic initiatives to reveal new business development opportunities > Responsible for supporting several CTB industry verticals including analyzing monthly financial performance, informing senior management of variances and trends, assist in monthly forecasting, managing requests for financial information and supporting the annual planning process> Delivered impactful management reporting for IBCM, including client and sector analysis, market share, profitability, leadership role reporting and other metrics to growth> Led key aspects of client planning including client prioritization and analysis, review of key growth initiatives, and evaluation of business expansion activities > Oversaw cross sell initiatives including implementation and evaluation of cross sell strategies, and implementation of legal, compliance, and communication efforts around key agreements

> Led execution of transactions through working knowledge of relevant industry sectors, understanding of deliverables, timing and scope of work for clients in M&A sell- and buy-side, equity, debt, private placement and other capital markets transactions> Directed multiple analyst teams including review of presentation and analysis, determining presentation content and providing guidance on structure of financial models, while coordinating with senior bankers and various product experts throughout firm> Assisted clients during due diligence process by coordinating information flow, supervising calls and meetings between applicable parties, as well as reviewing and analyzing company information

> Constructed leveraged buyout, recapitalization and merger models to evaluate the effects of various refinancing, recapitalization and M&A transactions on the capital structure, credit profile, cash flow and earnings of a company> Led deal execution, and functioned as the key point of contact for the group, communicating with deal team members and clients, including industry groups, syndicate/sales professionals, corporate executives, private equity clients and bank/bond investors> Headed credit committee approval process, including due diligence, credit analysis and communication with Risk team> Worked with internal and external legal counsel regarding the preparation of documentation for syndicated loans and high yield bonds

> Advised Exploration and Production (E&P) companies and investors in Upstream, Midstream and Downstream sectors on the evaluation, marketing, and execution of transactions> Performed Financial Analyses with respect to: + Valuations (net asset value, trading comparables, precedent transactions, etc.) + M&A and A&D combination/accretion and dilution and associated synergy analyses + Various capital structure analyses, including debt and equity capital raises, terms and structures, debt capacity analyses, etc. + Capital structure waterfalls, coverage and recovery and equity split analyses + Returns / IRR analyses> Worked with A&D technical and transaction teams in evaluating oil & gas assets

> Led investment proposals for team that managed nearly $1Bn on behalf of 23 domestic/international families using an institutional investment process in the context of optimal trust, estate, foundation, endowment and pension plan structure> Defined investment philosophy and strategy (e.g., asset allocation, strategic vs. tactical, active vs. passive) and clearly articulated approach to investing through a repeatable process> Managed client portfolio’s using a fully documented investment philosophy leveraging Wealth Management tools along with Internal and external Product Partners> Established clear buy/sell discipline for selecting investment products consistent with client goals and risk tolerance for initiating and selling positions> Conducted ongoing research regarding capital markets and investments while following a disciplined process to monitor and respond to external events> Team selected to Barron’s and Worth Magazine’s Top 100 Private Wealth Advising Teams in United States for 2005, 2006 & 2007

> Created consolidations FP&A for Global Business Markets division during Chapter 11 restructuring and $8.5Bn Verizon Business acquisition > Supported annual planning process, incorporating business initiatives, economic trends, and operational effectiveness> Worked with internal Business Divisions to accurately prepare consolidated P&L plans, set goals, benchmarks, discuss variances to plan, and re-forecast> Executed ad hoc data analyses in response to business requests including analysis of all levels of revenues, expenses, and profitability for corporate divisions and entity as a whole> Partnered with internal customers to refine and improve current reporting and analysis> Analyzed various weekly/monthly financial reports and distributed to executives and department heads> Provided the ‘why’ behind abnormalities while telling the story with trend data

> Direct report to CFO of GE Contractual Services (subset of $23Bn / year GE Power)> Developed financial models and analyses to support critical strategic initiatives and investments pertaining to International Gas & Steam Turbine division> Assisted with the creation and reporting timeframes for strategic metrics

> Conducted primary and secondary asset research both technically and fundamentally necessary to construct and maintain client portfolios> Managed client investment portfolios consistent with goals established for the account through established investment and financial plans