Co-Founder

Foundations of Private Equity

• Manage partner relationships as trusted advisor and customer SPOC• Team with the Capital Markets group to enable new customer value• Drive deal execution and end-to-end service delivery • Provide account leadership for leasing customers• New product development and innovation to drive top line growth

• Drive $40MM of new-to-new business via direct and indirect channels primarily in the investment grade space• Manage client relationships while working with global investment bank and distribution teams• Create proposal, bid price, and structure parameters to win business with support of credit risk and operations team• Gather market intelligence, generate leads, and develop proposals/campaigns to garner new flows of revenue to the firm• Use knowledge of markets, industries, and clients to determine demand, future trends, and potential projects

• Evaluated over $500MM of new opportunities based on credit quality, pricing, structure, and the underlying collateral • Completed Santander’s Advanced Credit Training program• Conducted due diligence on new equipment finance opportunities, both public and private corporations in the single B to low investment grade space, analyzing trailing financial performance and industry trends• Presented analysis and new business growth opportunity recommendations to the group head• Assisted senior underwriters in finalizing the due diligence, and fielded all questions regarding risk adjusted returns of potential new opportunities

• Developed and delivered key financial reports supporting a $3.6BN software business• Prepared global revenue forecasts and identified critical business dynamics for Division SVP and Controller • Developed 10-yr pro-forma projection scenarios for Intellectual Property Partnerships based on IRR• Closed $250MM of incremental IP revenue as finance focal at due diligence negotiations with 3rd party IP licensees

• Managed SG&A accounts on two divestitures, each with annual expenditures greater than $20MM• SG&A focal point for SW Product Acquisition & Integration of new networking solution - Platform Computing • Collaborated with HR, Legal, and Accounting to manage acquisition and divesture work • Managed $20MM Patent Expense Budget for global IBM HW brands working closely with Intellectual Property Team

• Track marketing expense spending on hundreds of Strategic Business Partners worldwide • Provide analytical support to the financial leads for Cloud Computing, Big Data/ Analytics and Smarter Planet, conduct analysis and reporting on more than $1 Billion of revenue each year• Develop a reporting technique to increase the capture of Cloud revenue, excluding overlaps amongst various Offerings• Provision and manage a Virtual Cloud Server for my team, for use in times of excessive workload

• Research, compare, and analyze different investment and market strategies of hedge funds• Working at a successful hedge fund requires; exceptional research, computer, and communication skills• In charge of contacting new funds’ investment managers to expand the database• Working to create and launch marketable subscription service of the hedge fund database• Manage database of 13,000 hedge funds by collecting and entering fund managers’ performance data

• Coordinated front office operations with Office Manager and seven Tax Professionals • Focal point for customer service and client retention programs• Operated two different database systems to manage payments, staff assignments and the office calendar• Processed payments ($4K-$6K), delivered office deposits, and managed confidential client information