Joseph Nellis Email & Phone Number

New York City, NY

Kimberlite serves as an independent strategic financial advisor in the financial services industry and has a registered broker-dealer, Kimberlite Advisors, LLC. Kimberlite’s management team includes Michael Coster, and Rob Lester. Kimberlite works with a selective group of clients to provide senior-level advice and services to the management and boards of.

Norwalk, CT And New York City, NY

• Post the financial crisis of 2008, GE began restructuring its operations and investment in GE Capital. During this period, I served as Corporate Development officer on both the Commercial Real Estate (“CRE”) and.
• Sold Franchise Finance unit across a series of seven transactions $5b
• Sold CRE US and Europe assets to Blackstone Group and Wells Fargo $23b
• Sold Canadian, Australian, Swedish and US Industrial Platforms $5b
• Acquired UK based debt platform of Deutche Bank’s Postbank $2bManaging Director, Corporate Development, GE Capital Restructuring Operations (Jan 2009-Dec 2012)The Restructuring Operations unit was established as GE.
• Sale of LATAM Consumer Finance $4b (Argentina, Brazil and Mexico)

London, England

• GE Capital’s long run of growth through acquisition included multiple acquisitions in Europe. In late 2003, I began the role of Commercial Leader for Equipment Lending and Leasing for Western Europe, based in London..
• Expanded and standardized core product suite.
• Established investment criteria including risk guidelines and portfolio management metrics.
• Rationalized addressable market, set production targets and developed related compensation schemes.
• Recruited, developed and assessed core competencies of sales, risk and operational personnel across eight key markets (~100 full-time professionals).

Stamford, CT, Los Angeles, CA And New York, NY

GE began aggressive expansion into Financial Services in the mid to late 1980’s. By 1990, significant acquisition and growth goals were established and the company began hiring development, tax, accounting and legal professionals to pursue relevant transactions across both the consumer and commercial finance spectrums. From August of 1990 through December.

New York City, NY

Performed duties commensurate with role for regulated and non-regulated broker dealer financial reporting requirements.

New York City, NY

Began career as a Financial Auditor in Arthur Andersen’s Financial Services division. After completing study and experience requirements, passed the CPA exam and became a Certified Public Accountant in 1988. Key clients include Solomon Brothers, ES Hutton and West Deutsche Landesbank.