PE/VC Deal Sourcing and Due Diligence. AI Data Center Site Selection and Development. Relationship Development with Legislators, Business Leaders and Economic Development Offices

Provide Institutional Investors and Portfolio Companies with plans to materially improve profitability and operational effectiveness as well as then collaborating with Executive Leadership to successfully implement plansPlans and execution are designed and implemented with a strong awareness of behavioral finance, thus ensuring changes are both adopted by the organization in the near and long term

Project scoping, structuring, financial and investment leadership on large scale real estate deals ($100m+). Developments span solar farms to hospitality and theme park attractions.

Serve on the Investment Committee

Promoted to lead the enterprise in a global business review and restructuring. Represented the firm at multiple international conferences and on-site peer fact-finding missions. Left for family reasons during COVID.

Recruited back and promoted to lead the global business FP&A division covering all of ADIA. Cast vision for the short- and long-term financial strategy, then implemented plans. Strategic oversight of financial transformation, budgets, reporting, forecasts, analytics, training and recruitment.

Recruited to build, from scratch, the Financial Planning and Analysis division covering all Investment Offices. Nature of the investments encompassed equities, fixed income, real estate, infrastructure, private equity and hedge funds. Primary advisement was to the CIOs, COOs and Executive Committees, which occurred weekly. Notable accomplishments include the origination, introduction and implementation of: a framework to assess new and existing investments' financial viability, competitive benchmarking of ADIA versus other pension and SWFs, business drivers and cost allocation, investment contract optimization and organizational restructuring analyses.

Played an integral role during the merger of Columbia and Riversource through collaboration with the CEO, COO, and heads of product development, fund administration, operations and distribution. Work included board and distribution contract negotiations, fund offering and department restructuring, M&A, budgets and profit margin enhancement. Recognized twice by the Chairman and CEO for achievements mergers & acquisitions as well as summary prospectus initiatives.Promoted directly from Senior Financial Analyst (2009 - 2011) to Senior Manager► Developed an analysis that identified mutual fund and share class restructuring opportunities that would increase bottom line profitability by c. $35 million, annually. ► Led the development and presentation of annual profitability (15c) reports to the Columbia, Atlantic and Wanger Boards of Directors► Headed an 8 person team to produce the monthly executive reports; presented results to the CEO, CIO and President.► Created over 30 cost/benefit analyses pertaining to distribution agreements with brokerage firms and institutional investors.► Directed product financial feasibility studies to launch mutual funds, hedge funds, SICAVs, institutional accounts, active ETFs► Conducted competitive benchmarking to support a redesign of the mutual fund offering and pricing philosophy► Led budget and forecasting meetings with the heads of product development, operations and fund administration.

Key account manager who negotiated over 70 revenue sharing and transfer agent contracts as well as led multiple projects. Recognized twice by the Chairman and CEO for achievements in contract negotiations and project management.

Nominated to lead a team through an evaluation of the market potential and patent eligibility of a new multiple myeloma treatment procedure. Presented to the Mayo Clinic Patent Review Board where it gained authorization to apply for patent approval and further clinical trials

Led multiple meetings with fund of hedge fund investment firms' executive leadership to build relationships and determine future business opportunities. Developed a feasibility study on the product line and delivered recommendations to Ameriprise senior leadership.

Designed and implemented comprehensive financial plans which included insurance, investments, financial strategies, and small business planning. Organically grown practice included individuals ranging from first time investors to multi-million dollar clients.