Managing Director
CurrentServe as COO / managing partner at venture capital firm with high-net worth clients funding deals in start-up / commercial arenas. Oversee 30 staff handling sales, analysis, financial structuring. Consult on private equity deals; exploit deep knowledge of private equity regulations & structure. Provide technical & business knowledge to clients.• Create; oversee joint-ventures for bond-backed corporate loan funding. Introduced clients lacking particular credit / financials. Put together loans ranging from $2M - $50M, delivering robust ROI.• Created innovative new marketing strategy boosting customer base, revenues 20.5 %.• Craft business plans, structure assets to fund projects with base loan amounts of $5M to $100M featuring commercial / industrial lending for Viveros Island, Grand Bahamas and IT Infrastructure.• Lead implementation of cross-collateralization with partners to fund / place assets for secure funding & leveraging.• Orchestrate marketing events for new / current clients, introducing new products & services.• Lead weekly staff meeting. Inform on purchasing of commodities, MTN, LTN, other notes.• Serve as negotiator / credit analyst for commercial- / asset-based REPO, to value underlying assets.• Oversee all corporate purchasing strategy, best practices. Conduct annual corporate budget-planning ($2M).• Conduct monthly board meeting including CFO, CEO. Address commodities-purchasing, assets to be structured.• Drive acquisition, analysis and dissemination of subject-matter knowledge.• Carry out complex analyses of costs / benefits, risks, portfolio, credit risk.• Develop, draft, and deliver position statements on complex subject matter issues.• Resolve issues, manage project inter dependencies, hand offs. Build project-plans, manage deadlines & deliverable.