Founder & Ceo
Current• Retained by an early stage international trade payables platform to support their equity raise and develop the U.S., Canadian and overseas markets for their service• Providing international trade strategy and market/product development advice to two fintech specialist startups in blockchain and AI/data science• Expert witness in an alleged $70MM receivables finance fraud• Consulted to a Trade Finance Solutions and Hitachi Capital to create Hitachi Inventory Procurement, a groundbreaking procurement solution for large corporations that seek to improve liquidity and/or balance sheet metrics and lower their landed cost of goods. • Retained by a leading global bank's asset finance group to identify opportunities to invest capital in successful U.S.-based factoring, asset based lending, supply chain finance and Purchase Order Finance firms• Special adviser to the Commercial Finance Association to launch an annual factoring & supply chain finance conference (now in its 4th year), including thought leadership, panel topics and selection of speakers.• Designed and conducted an international trade finance training program for global roll-out to internal sales and account management resources • Retained by a global bank leader in U.S. middle market asset based lending (ABL) and factoring to develop new cross-border trade finance products and strategies. • Engaging public speaker, panel moderator and author of thought leadership articles• Council Member at Gerson Lehrman Group