Reporting to the Head of the US Business, tasked with helping to build out the US business for the Aztec Group. Established in 2001, the Aztec Group is an award-winning independent specialist in fund, corporate and depositary services, employing over 1400 people across Guernsey, Jersey, Luxembourg, the UK and the US. Owner-managed, the Group administers over 450 funds and 4,500 entities for a range of clients, including private equity, real asset and private debt fund managers, institutional investors and multi-national corporations. Renowned for its long-term partnership approach, the Group partners with some of the leading alternative assets fund managers across Europe and the US, with over €450 billion in assets under administration.

Envestnet | Yodlee is the leading data aggregation and data analytics platform, enabling financial institutions and FinTech innovators to help their consumers live better financial lives through innovative products and services.

Strategic Advisor to the Founder, Chairman & CEO of WheelsTV the creator of the Dealer Video Showroom the automotive industry's first SaaS solution enabling auto dealerships to sell more cars through video test drives.

SPOT is here to solve the ubiquitous problem with parking. Meters and garages are options available to the public, but feature limited availability, expensive rates, and often inconvenient locations. An inefficiency of unbalanced supply and demand remains. However, there is an untapped supply of private parking spaces that are entirely underutilized...and this is where SPOT comes in. SPOT is the 'airbnb of parking,’ it allows SPOT owners to easily monetize their underutilized parking spots, thus increasing supply to the market.

· Advisor to investor consortium supporting 2009 acquisition of Unirisx, Ltd. the leading SaaSprovider of global insurance services· Business Development Advisor to Founder of Reach Media a leading out-of-home advertisingplatform in China· Spearheaded venture capital raising activities for TRget Media -- former media investment & advisory firm founded by President & CEO TiVo; · Provided operational and business development expertise to senior management at WheelsTV,Eurocinema, Tango Media, Concordia MediaWorks, The Rail Network, and ACCESS RetailEntertainment, among other early-stage consumer internet and digital media companies· Assist with due diligence on select new clients

Single Strategy Hedge Funds and Fund of Hedge Fund· Lead and assisted capital raising process for four single strategy hedge funds: $100 millionGlobal Macro; $75 million U.S. Long/Short Equity; $50 million Quantitative Market Neutral;and $5 million Emerging Markets· Facilitated and lead North American-based distribution partnership opportunities for awardwinning$5 billion Swiss-based hedge fund of fund firm seeking to expand North Americanbusiness· Identified and introduced single strategy managers for potential investment by award-winning$6 billion Swiss-based hedge fund of fund firm· Identified and facilitated ongoing acquisition dialogue between $100 million London-basedGlobal Macro hedge fund and Greenwich, CT-based $4 billion multi-strategy hedge fund firm

· Assisted development of marketing strategy to increase assets under management and firmwiderevenues for strategic business unit within $77billion global asset management firm· Initiated and managed initial stages of New Product Development for $100mm ConvertibleHedge Fund· Coordinated joint efforts between multiple service and product teams to identify and analyzepotential firm-wide strategic partners to develop firm’s U.S.-based Alternative Investmentbusiness· Developed new business development channels for strategic business unit with Hedge Funds,Hedge Fund of Funds, Wall Street Prime Brokerage and Capital Introduction groups

· Assisted CEO and CFO maintain Found’s strategic direction measured against key companygrowth metrics· Directed Partnership and Alliance Strategy – eCommerce, System Integrators, Fulfillmentcompanies – ATG, Blue Martini Software, Escalate, Sapient, KPMG Consulting, IBM GlobalServices, Accenture, Deloitte, McKinsey, UPS, FedEx· Managed 2 Associates – identified and assessed market potential for Found’s core SoftwareSolution utilizing Industry and Wall Street Research, interacted with Industry Analysts andSubject Matter Experts – participated in Industry and Wall Street Conferences· Promoted from Sr. Manager to Director within 4 months – only Company employee to bepromoted within 9-month period· Contributed to creation, distribution and presentation of $25mm Series D Private PlacementMemorandum to potential investors and strategic partners· Drove value from strategic partnerships – worked directly with Found’s SVP Sales, VPProfessional Services and Director Product Marketing – mapped Found’s product roadmap and methodology to strategic partners’ core Solution offerings – identified and facilitatedcommunication with future customers leveraging strategic partnerships· Provided regular guidance to Found’s Board of Directors on alliances and strategic partnersand broad company progress

· Directed Internet strategy engagements involving a variety of e-Commerce businessesincluding travel services/products, weight loss, beauty care, family portals, educationalservices and consumer print magazines. Specific clients and companies includedWeightwatchers.com, Alloy, eBags, and Weider Publications.· Conducted detailed competitive, market segmentation and comprehensive research analysiscovering emerging technologies, online behavior, business models, marketing tactics, and keyperformance metrics leading to recommendations including potential partners/alliances,competitive positioning, and rollout plan. Analyzed and documented clients’ businessprocesses to determine competitiveness online. Advised C-level brick & mortar, click &mortar, and dotcom Executives on aligning Internet business strategy with overall businessgoals.· Developed and marketed e-Business assessment framework called the Internet CommerceAssessment (iCOA) as a quantitative and qualitative performance tool for C-level Executivesand dotcom founders to measure ROI and optimization of their Internet venture.· Co-developed OneSoft’s proprietary Internet Financial Modeler specifically focused ondefining innovative Internet Business Key Performance Metrics (KPMs). This modelquantifies how an Internet presence evolves over time in terms of software and hardwarecosts, bandwidth usage, profits, cost savings, expected user traffic, revenue streams,maintenance and hosting fees, and resource needs among others.· Led Corporate Development initiatives such as evaluating e-Business assessments for OneSoftBoard Member companies. Also represented OneSoft at high-profile Internet Conferencessuch as Goldman Sachs B2B, e-Tailing, and Technology Events.· Led initiative to define B2B functionality metrics for eventual transformation of OneSoft’score XML-based, e-Commerce solution, OneCommerce, from B2C to B2B2C functionality.

· Served as Value Analyst supporting major target account teams in multiple industries. Performedfact-based consulting & analysis (strategic & financial analysis: including environment, industry,competitor, customer, & internal/capabilities analysis), identified value opportunities, quantifiedvalue propositions, linked value agendas to shareholder value improvements, and applied MintoPyramid Principle to structure thinking & communication. Developed expertise in hypothesisgeneration, research, and analysis to identify key client value opportunities. Quantified valuepropositions, linking value agendas to shareholder value improvements.· Served as lead Value Analyst in pursuit for international software company --Assisted in creating approach for growth platform development through operatingmodel modifications to support revenue increase and cash flow generation. Createdframework for improving declining market share while increasing share of customerwallet via E-Commerce Strategy.· Assisted in development of value proposition to assist private international softwarecompany’s Finance Department in persuading CEO to integrate outside ERP vendorfinancial package vs. in-house development.· Directed Mid-Atlantic sales campaign to increase firm revenue & market penetration forInternet-Based Consulting service. RESULTS: Increased revenues 95% & new subscriptions90% within one year. Analyzed & developed qualified entrepreneurial/high-growth (sub$200mm) company targets, created & presented value-based proposals and interfaced directlywith private & public company C-level Executives within High-Tech, Telecommunications,Healthcare, Manufacturing and Financial Services. Presented business case for Internet-BasedConsulting in front of 100 members of a trade organization. Served as direct liaison between qualified high-growth Audit and Tax company targets and firm’s Audit & Tax Partners and AreaIndustry Leaders.

· Managed equity and bond portfolios for individual & corporate clients. Completed two-yearProfessional Development Program. Earned professional securities licenses in Series 7, 63 and65 Registered Investment Advisor designation. Developed proficiency in Rule-144 transactionsfor C-level Executives & corporate accounts. Interfaced directly with C-level Executives withinprivate and public companies in Healthcare, High-Tech & Financial Services.· Led & coordinated efforts between Financial Consultant group and Investment Banker/Traderteam to identify qualified Healthcare & Legal industry opportunities within Mid Atlantic region.Performed industry & company analysis with Research Analysts to identify and create targetedopportunity profiles within Mid Atlantic marketplace.

· Analyzed credit worthiness for bank financed equipment lease transactions (sub $50mm organizations). Gained extensive experience with Call Center operations, processes & systems and developed strong communication skills within turbulent Call Center environment.· Interfaced directly with Financial C-level Executives. Coordinated efforts of Residual Sales Department (10 team members) for lease termination transactions.