Experienced financial professional with broad experience in institutional investment management, accounting and reporting, and corporate treasury.For nineteen years have led operations for a financial advisory and consulting firm delivering solutions to institutional clients across the country. Commitment to client service is evident in long-running client engagements, lasting years, even decades. Sixteen years of Corporate treasury experience from early stage to global treasury operations for multinational public companies. Supported corporate expansion by securing hundreds of millions of dollars in financing and negotiating purchases and leases of hundreds of thousands of square feet of office and manufacturing space.Investment Policy and StrategyPortfolio DesignInvestment Manager SelectionFull Cycle Sarbanes-Oxley Compliant Investment AccountingControl and Reporting SystemsFixed Income, Equity and Alternative StrategiesBanking RelationsFX and Interest Rate HedgingIPO and Secondary OfferingsBank and Vendor FinancingInsurance and Risk managementReal Estate and Facilities managementStock Purchase PlansStock Option Plans401(k) Plans
Listed skills include Mergers And Acquisitions, Finance, Investments, Private Equity, and 6 others.