Gerard Watson Email & Phone Number

New York, New York, Us

Director – Investment BankingExos Financial, New York, NY | Jan 2023 - PresentI identify and execute investment banking opportunities centered around sustainable innovation. I raised capital for private equity, debt, and various alternative investments within sustainable technologies, including SPACs, PE, and VC Funds. My efforts were pivotal in opening numerous new accounts, concurrently promoting EXOS as an innovative Fintech firm to institutional clients. Through diligent research on private opportunities, I contributed to informed decision-making, facilitating mutually beneficial outcomes for our clients. Recognized as a top-performing salesperson, I am acknowledged for collaborative teamwork and consistently supporting colleagues in achieving their goals.

White Plains, New York, Us

Working with private equity firms, corporates, family offices and individuals to align the principles of rugby with investing and promotional opportunities across several US rugby platforms.Instrumental in bringing sponsorships to the Womens Ivy League 15s championship.

Newark, New Jersey, Us

Helping Homeless kids transition to a life of independence. Doing all we can to stop human trafficking.Sleeping on the streets to raise awareness and much needed funds.We surround these young adults with talented people that push them to do better, be better. We see the good, the resilience, the love. There is no drama, no negativity - just restoring goals and motivation. Good times and positive energy. Simply bringing out the absolute best in each kid.

Chapel Hill, Nc, Us

Managing Director – Alternative InvestmentsMorgan Creek Capital, New York, NY | 2019 – 2023In my capacity, I initiated coverage with institutional customers, meticulously overseeing relationships,correspondence, and details through Salesforce. I successfully opened numerous pensions and endowmentsthrough strategic efforts, expanding the client base to create enhanced business opportunities. I raised over $30million for hedge funds, venture capital funds, and private equity opportunities, achieving significant financialmilestones. Demonstrating strategic acumen and building client trust, I executed the most significant order fromnew customers during my tenure.Collaborating closely with institutions, I analyzed product fit and provided tailored solutions for their alternativeplatforms. Additionally, my role involved identifying and presenting investment banking opportunities in privateequity and secondary markets, contributing valuable insights for Morgan Creek's Blockchain and AI funds.Throughout these endeavors, my focus remained on fostering strategic partnerships and delivering impactful financial solutions.

London, Gb

Managing Director – Head of Latin Equity SalesHSBC Securities (USA) Inc., New York, NY | 2012 – 2017In my role, I managed sales relationships with US-based institutional investors, specializing in equities in Latin and emerging markets. Under my leadership, the sales team achieved a remarkable ascent to a #2 ranking in 2016, according to the Greenwich Survey, marking a substantial improvement from the previous #8 position.A key contributor to enhancing customer relationships, I established measurable standards and performance metrics, ensuring a strategic and client-centric approach. Achieving a top position in stock picking with TIM (Trade Idea Monitor) and Two Sigma underscored my solid analytical and strategic capabilities.Collaborating seamlessly with other product managers, I played a pivotal role in optimizing productivity and maximizing commissions, contributing significantly to the team's overall success. BlackRock Asset management acknowledged my efforts, resulting in my selection to lead customer relationship management across all equity products, reflecting my commitment to excellence and effective leadership.

New York, New York, Us

In my role, I achieved significant milestones, notably improving the overall ranking in the US from number nine to a prominent top five, as recognized by Institutional Investor magazine. Playing a crucial role in enhancing customer relations, I successfully elevated customer report cards to a top 5 position from the previous top 10.My strategic initiatives included initiating and successfully implementing cross-selling strategies for various products, encompassing derivatives, program trading, DMA, Delta One products, and ETFs. This multifaceted approach contributed to expanded business opportunities and increased revenue streams.Furthermore, I conducted daily research calls and actively promoted ideas and analysts, fostering collaboration with customers and other equity desks. This proactive engagement strategy not only strengthened relationships but also facilitated the exchange of valuable insights, enhancing the team's overall effectiveness and contributing to the organization's success.

Boadilla Del Monte, Madrid, Es

Global Head of Latin Equity Sales and US head of European equity sales.Managed sales teams in US, Europe, Latin America and Asia. Improved Customer Relationship management for US and European customers and received recognition for #1 Latin sales team by Institutional Investor magazine. Commissions grew over 50% during my tenure.

Master Of Business Administration - Mba, Dual Major: Marketing And Finance

Bachelor Of Science - Bs, Geology/Earth Science

General Studies