Niv Persaud, Cfp® Email & Phone Number

Atlanta, Us

TransitionPG’s mission is to help you define and achieve your financial, personal, and professional goals - especially during life transitions. Through our planning and guidance, you take control of your money and life. In addition to developing financial plans and retirement plans, services also include phone or video consultations. Visit http://www.transitionpg.com/services/ to see our full list of services. Also available for speaking engagements.

Frankfurt Am Main, Hessen, De

Developed and managed corporate relationships with companies over $100MM EBITDA. Participated in senior secured/unsecured credit facilities for recapitalization, M&A, DIP financing, aircraft financing, ship financing and general corporate purposes. Managed diversified senior credit portfolio by monitoring compliance, maintaining client relationships and participating in analyst calls and investor conferences. Worked with international colleagues to address client needs for debt capital markets, credit derivatives, credit facilities and cash management.

New York, Ny, Us

Developed and managed individual and middle market relationships. For these clients, defined and implemented strategic financial plans. As a member of the Atlanta Complex Management Team, managed new financial advisors, advising on target markets, sales strategy, portfolio construction and implementation. Received 2003 Outstanding Performer Award for peer group in the Atlanta Complex for creating de novo business and producing consistent growth.

Los Angeles, Ca, Us

Developed, managed and implemented the search process for senior-level executives in the Advanced Technology and Telecom industries. Worked with clients (senior-level executives, Board of Directors, venture capitalists) to understand their strategic vision and to present senior-level executives who would execute their vision. Identified, engaged, and assessed candidates for start-up companies with innovative technology.

(99-00)Bank Officer reporting to CFO, developed and managed strategy for design and construction of a $12MM, 125,000 sq ft new facility; (97-99) Business Process Manager reporting to COO, collaborated with senior management to improve office efficiencies while addressing growth and cost reduction; (96-97) Process Engineer responsible for internal consulting projects to improve business processes.

Managed projects and clients for various engagements, including facilitating M&A activity, developing 5-year strategic plans, writing regulatory Certificate of Need applications, and creating pro forma analyses.