Gordon Hook Email & Phone Number

United States

Washington DC-Baltimore Area

United States

• As the Director of Asset Management, I had the P&L responsibility for the company’s portfolio of more than 300 commercial and industrial photovoltaic solar assets across the US producing Renewable Energy.

Connecticut, United States

Providing Interim Chief Financial Officer and change management project consulting to Banks, Credit Unions, Nonprofit Organizations, Health Care Organizations, Retail and Manufacturing Companies.

Connecticut, United States

• Broad range of both institutional consulting and asset management to the C-suite, Board of Directors, nonprofits and for-profit companies.
• Managed investment for State Chartered Banks, Credit Unions, Health Care Systems and Nonprofits
• Recruited to implement cross selling between Bank of America commercial and corporate clients with the Merrill Lynch investment solutions. Recruited as part of Bank of America’s acquisition of Merrill Lynch in 2010
• Liaison between customer and capital markets in the ability to raise money in equity markets
• Outsourced Investment Fiduciary services to the Corporate and Nonprofit markets
• Financial efficiency analysis by reviewing and recommending balance sheet changes, changes in debt, pension liability, best HR benefit practices and best use of liquidity

Connecticut, United States

• Managed investments and provided business consulting to Nonprofit Organizations, Colleges and Universities, Religious Organizations, Prep Schools, Municipalities, Banks and Credit Unions
• Grew investment business to $2.5 billion AUM and $2.8 million in annual production in three years, during financial crisis
• Provided access to Capital Markets for Municipalities and corporate clients
• Increased clients fundraising efforts through maximizing tax efficiency of gifts. In one case was able to increase a gift from $1,000,000 to $10,000,000 by provided guidance in the sale of the underlying real estate.
• Asset management consulting, business succession, investment advisory, planned gift administration, donor development and planning
• Reduced a 50% tax cost for a Duel U.S. /Danish citizen through understanding of foreign tax treaty saving client $25,000,000 in taxes, managed $500MM liquidity fund during money market failure keeping cash needs intact

New England, United States

• National sales top producer for six consecutive years in a sales force of over 200 people
• Investment and trust sales from external sources. No Bank Branch system in New England
• Advised business owners and nonprofit prospects on various fiduciary options for the best after tax solution to achieve their specific goal
• Managed multifunctional team (25 individuals) of product and technology support in the sales process
• Developed planned giving programs and assisted in designing charitable gifts for nonprofit organizations
• Presented Charitable options at Various industry conferences and designed fundraising strategy for various clients

United States

• Co-owner product Developed split dollar insurance-based tax strategy and investment options to high net worth using loopholes in Federal Tax Code
• Legal tax opinion-based solution for large Individual retirement accounts
• Retained legal opinion letter from national law firm and national public accounting firm
• Implemented national sales strategy
• Developed a national sales team, training and licensing 750 attorneys and CPA who paid annual fees
• Negotiated selling agreement and compensation sharing agreement with large insurance company.

Hartford County, Connecticut, United States

• Multiple roles with the former Fleet Financial Group / Bank of America
• Management / Credit Training Program.
• Commercial Credit Analyst, Commercial Lender
• Asset Based Field Examiner, conducted accounts receivable and inventory valuations and financial modeling on client premises to confirm collateral value. Quarterly review with CFO and owners of business.
• Asset Based Lender, managed relationship and issued credit and treasury products using accounts receivable, factoring and inventory as collateral to the fabric, gun manufacturing, automotive and technology industries
• Commercial loan restructuring. Loan workout and collected loan exposure on non-performing loans. Performed financial analysis, confirmed valuation and presented financial models for senior leadership approval..