TS Lombard is a globally renowned independent research provider with a formidable 30 year track record in providing actionable investment ideas driven by unique understanding of economics, politics and markets. Our economic and political analysis drives our asset allocation recommendations which are both strategic and tactical. We also provide thematic equity calls through TS Lombard Research Partners. TS Lombard was formed through the merger of Lombard Street Research and Trusted Sources in… Show more TS Lombard is a globally renowned independent research provider with a formidable 30 year track record in providing actionable investment ideas driven by unique understanding of economics, politics and markets. Our economic and political analysis drives our asset allocation recommendations which are both strategic and tactical. We also provide thematic equity calls through TS Lombard Research Partners. TS Lombard was formed through the merger of Lombard Street Research and Trusted Sources in August 2016. The merger has brought together two of the leading, and longest established, IRPs to create a unique offering combining best-in-breed macroeconomic forecasting and political and policy analysis. The group has a team of 25 analysts and strategists across offices in London, New York, Hong Kong, Beijing, Sao Paulo and New Delhi. Show less

Industry-leading frontier markets Fintech brokerage and Research platform, providing unique insights, views, and recommendations to clients world-wide

4-CAST PURCHASED RGE. Leading a team of extraordinary professionals in sales and account management, I have the pleasure of providing leading edge short, medium and long term macroeconomic forecasts, views and data of 174 countries to financial institutions, corporations, government institutions and family offices throughout the Americas.

After successfully re-building the Europe, Middle East and Africa new business and account management teams in London, producing record new revenues, then working the same plan in NY for the Americas, RGE has tasked me with creating, building and implementing strategy for a new initiative, Global Strategic Accounts. Working with two focused teams, one in London and in NYC, my team and I will broaden utilization of the full suite of RGE services across multiple business units within… Show more After successfully re-building the Europe, Middle East and Africa new business and account management teams in London, producing record new revenues, then working the same plan in NY for the Americas, RGE has tasked me with creating, building and implementing strategy for a new initiative, Global Strategic Accounts. Working with two focused teams, one in London and in NYC, my team and I will broaden utilization of the full suite of RGE services across multiple business units within multi-national clients. Among the identified business groups are Wealth Management, Trading, Country Risk, Asset Allocation, Finance, Investment Banking and Private Equity. Show less

After an exciting year working with the London RGE team expanding new business and account management in Europe, The Middle East + Africa, I was transferred by Roubini Global Economics back to the States to expand our US presence while establishing our business in Asia/Asian.

Based in London, I built a exceptional team of sales and customer service professionals, driving record new revenue growth while expanding existing client subscriptions in the UK, Europe, Scandinavia, the Middle East and Africa. Among the clients to whom we provided macroeconomics-driven tactical and strategic asset allocation, trading and investment guidance were banks, institutional money managers, pensions, hedge funds, family offices and sovereign wealth funds.

During the tumultuous and uncertain financial climate of 2009 and 2010, I introducing qualified and accredited institutional and individual investors to Matterhorn Investment Management, a London-based Emerging Markets Equity Long/Short hedge fund with offices in Beijing, Hong Kong, and projected in late 2010, Sao Paolo, Brazil and Mumbai, India.

Sales and MarketingJoining at start-up, designed and brought to market unique macroeconomics-driven, quantitatively-disciplined tactical and strategic consulting to hedge funds, asset managers, money-center banks, insurance companies, brokerages, and trading desks around the globe. Offices in Boston, London and New York. Individually generated in excess of 2.4 million in revenues in the first two years. Working with internationally renowned Strategist/Economist, Dr. Allen Sinai and 22 other… Show more Sales and MarketingJoining at start-up, designed and brought to market unique macroeconomics-driven, quantitatively-disciplined tactical and strategic consulting to hedge funds, asset managers, money-center banks, insurance companies, brokerages, and trading desks around the globe. Offices in Boston, London and New York. Individually generated in excess of 2.4 million in revenues in the first two years. Working with internationally renowned Strategist/Economist, Dr. Allen Sinai and 22 other market strategist/economists, recruited, trained, motivated and managed sales in Boston, London and New York, creating new products, implementing new sales campaigns, designing compensation packages, establishing goals, creating territories and installing formal revue and evaluation processes tied directly to P&L. Drove revenues to achieve positive NOI in 2 ½ years. 20% - 30%travel. Show less

Key principal in creation of a new sales/marketing organization within Thomson Financial dedicated to providing hedge funds and institutional investors with unique investment decision products produced by analysts and writers independent of Thomson. Price points $175.00 to $50,000 per month. #1 producer for first two years, generating in excess of 40% of total revenues among 5 sales people. Promoted to Sales Director at end of first year, recruited, hired and trained and managed staff of 20… Show more Key principal in creation of a new sales/marketing organization within Thomson Financial dedicated to providing hedge funds and institutional investors with unique investment decision products produced by analysts and writers independent of Thomson. Price points $175.00 to $50,000 per month. #1 producer for first two years, generating in excess of 40% of total revenues among 5 sales people. Promoted to Sales Director at end of first year, recruited, hired and trained and managed staff of 20 people (varied staffing due to cyclical nature of investment marketplace). Full P&L responsibility, set budgets and sales goals, designed compensation packages. Formal reviews at Thomson (yearly) registered as "consistently exceeding requirements", the highest attainable score. Promoted 3 times in 5 years. Show less

. Began as broker, licensed series 3, in 1986. Through cold-calling and significant use of referral business, acquired highest amount of assets under management and generated greatest number of new clients. Awarded "Rookie of the Year" in 1986. Consistently placed in top 5 out of 20-30 brokers for next 3 years, while promoted to group manager of 4 other brokers. Promoted to Branch Sales Manager in 1988, while generating and managing new clients and revenues