Lead deal sourcing and evaluation of mid to late-stage private equity investment opportunities. Facilitate comprehensive industry, company, and market analysis and valuation to determine return on investment (ROI) and potential risks. Perform due diligence for direct and secondary investment opportunities.• Consult with stakeholders to identify strategic fit for investment and negotiate private equity funding agreements. • Spearhead deal analysis by evaluating investments, market trends, profit margins, and EBITDA. • Prepare financial models of investment opportunities to determine valuation and analyze financial projections. • Build and maintain key partnerships with investment groups, private investors, and stakeholders to facilitate the end-to-end private equity investment process. • Hired and continue to lead a team consisting of a CFO, analyst, and administrator. • Developed investment structures, established fund administration processes, portfolio management, valuation, and analytical procedures.

Provided executive-level strategic leadership of publicly traded Fortune 500 clientele via a suite of corporate services offerings, most notably global equity stock plan administration, trading, asset management, and financial analysis operations for this industry leading organization. Led and oversaw the administration, technology and global call centers in all facets of on-boarding and implementing the corporate relationship. Built, developed, and managed a core team of professionals, as well as a national network of financial advisors charged with developing and growing an asset portfolio valued at $26B+. Leveraged extensive industry experience and knowledge base to drive portfolio improvements, as well as support clients in achieving their financial goals.• Established strong client network consisting of Fortune 500 corporations, interacted and presented to C-suite executives at global organizations to develop strong and sustainable business/corporate services and asset management partnerships for over 100 corporations and their executives.• Instituted best practices for asset management to minimize risk exposure and taxes while ensuring optimal asset management support for client network.• Built and directed core team of 125 financial advisors, senior portfolio executives, and administrators responsible for supporting corporate client and asset management needs of corporate clients and high net-worth personal clients.• Recognized in Barron’s Top 100 Financial Advisors feature, consecutively from 2006 to 2015, including #1 ranking for four consecutive years representing New York State, as well as top 5% ranking for all other years; recognition based on performance related to industry best practices, assets under management, and customer satisfaction.• Acknowledged as industry leader with #1 Financial Advisor ranking from REP, Wealth Manager. • Co-Chaired the Smith Barney Stock Plan Committee, providing insight and advisement on investment opportunities.