Founded as a spin-off from my family’s structured capital business, providing multi-discipline independent consulting services to privately held corporations, high net worth individual investors and mid-tier consulting firms. Current & previous assignments include:* Global equity trading efficiency assessment and advisory.* Business Development for a Finance Industry Cybersecurity / CSO service provider.* Commercial credit advisory, including financial analysis and customized financial forecasting models for advisory on issues of financial organization including recommendation of strategies for asset growth and management.* Regulatory principal, AML compliance and agency equity trading services for early stage boutique broker/dealer and investment banking operations. * Real Estate Valuation and Investment Consulting services with an emphasis on commercial development opportunities and foreign investor residential transactions.

PGIM Real Estate is the real estate investment business of PGIM Inc., the global investment management business of Prudential Financial, Inc. The range of real estate investment vehicles offered span the risk-return spectrum across core, core plus, value-add, debt, securities, and specialized investment strategies.

Investment banking advisor to middle market clientele seeking private equity & mezzanine capital programs. Performed financial valuation, analysis and due diligence for credit committee review of new capital finance clients. Matched capital finance clients with qualifying investors and performed suitability evaluation of potential capital finance clients.Worked with the business development group in the expansion of the structured product advisory business to the hedge fund community and municipal RFP initiatives.

Senior Global portfolio trader facilitating program trade and currency execution in frontier, emerging & developed markets.Developed customized portfolio analysis of global equity baskets encompassing sector, market capitalization and direction attributes, projected spread and liquidity impact and developed relative index post trade performance analytics. Those analytics were subsequently adopted globally across the regional trading desks as real-time global equity trading and impact performance tools. Global portfolio trading included extensive ADR conversion, F/X and customized electronic execution reporting to accommodate exotic trade requirements.

Manager of the US Global Delta One Trading Desk: Products included Global equity, ADR conversion and ETF programs. Principal bidding for global risk portfolios, and managed clients’ global trading including regular communication with local trading desks in developed and emerging markets during live hours in addition to currencies, global index and f/x futures for agency & proprietary arbitrage positions.Established new institutional buy-side & major US pension fund relationships through successful marketing of the Global Quantitative Equity Research Platform. Those new portfolio manager relationships were integral to the expansion of the Global Portfolio Trading and ADR businesses.Re-established the US Program Trading capability; which involved the renegotiation of NYSE fees, establishing new floor connectivity and incorporation of algorithmic trading in the US markets.Increased revenues tenfold year over year through active relationship management and client coverage. Managed the New York Global Portfolio trading desk commencing in April, 2004.

Institutional portfolio trading client relationship manager and marketed the international equity program trading product to new and existing clients domestically.Traded US agency and principal equity portfolios along with the related foreign currency transactions. Performed customized analysis for proprietary bidding of international risk portfolios and recommended agency trading strategies. Provided design and quantitative input critical to the upgrade of pre/post-trade analytics and automation of clients’ reports. Managed the proprietary trading book hedging our MSCI EAFE I-Share positions.

Initiated greater participation with the global agency portfolio trading desk which led to a formalized cross training program within the portfolio trading group.Constructed US equity index and rebalance portfolios for agency and proprietary index arbitrage trading. Analyzed liquidity and relative performance of portfolios submitted by major institutional clients. Executed EFP, Index Arbitrage, Basis and proprietary risk trades in addition devising trading strategies around index add/delete events.