Andrew Ellner Email & Phone Number

New York City

• LEADERSHIP ENGAGEMENTS 2008 - presentSelected projects
• Restructured quantitative investment business, focusing on risk management improvements, employee retention plan, recruiting and training program.
• Assessed business plan shortcomings to help pivot from wholesale distribution model to retail/subscription version, increasing profitability and controlling growth costs.
• Worked with founders to build a more marketable high-tech consumer product. Advised on inventory management. Helped company management evaluate partnerships with other manufacturers and key distribution networks to.
• Helped founders take advantage of their strengths in technology, logistics and marketing to create communities in social media for retail. Advice led to key capital raise and significant additional revenue growth.
• Brokered relationships to distribute products leading to a many fold increase in sales.

New York

• Restructured family office. Assisted in the sale of several non-core businesses while maximizing family’s desire to minimize job losses to almost none, while also generating higher than expected proceeds.
• Raised $400mm+ for a related hedge fund manager focused on Asian opportunities
• Investors were a mix of investment managers and sovereign wealth fundsServed on Evolution’s Global Investment, Risk, and Corporate Social Responsibility Committees.

New York, New York

Founded early leader in behavioral finance based investing with $250mm of institution capital, predominantly ERISA funds.

• Developed equity proprietary trading department. Revenues grew from $45mm Y1 to $150mm in Y3 without having a losing quarter

• Created Delta One business in U.S. and later globally; grew it from $25MM in revenues Y1 to $450MM Y6

Managed the sales, trading and research efforts. Consistently above budget results. Successfully integrated Credit Suisse Financial Products after merger.

Mba, Finance

Bs Economics, Accounting And Finance