Advisors to institutions on investment strategiesInvestment Committee member for several mid-size private endowmentsAdvisor to small to mid-size businesses in the areas CFO advisory, debt and equity financing, Financial Planning and Analysis (FP&A), valuation, treasury management, and strategy

Managed several debit and equity investment rounds leading to over $ 5 Million investments.Performed valuation analysis by developing an in-depth DCF based financial model that established the pre-money valuation of the company.Developed and implemented a completed business plan to produce and monetize several products globally.Structured several term sheets and commercial deals for cross border transactions

Lead Analyst for the Emerging Markets risk group with a focus on Latin America, Eastern Europe and South Africa. Responsible for leading a team analysts to develop, coordinate, and implement the credit risk analytics and monitoring processes and systems for capital markets trading products such as- FX and Credit Derivatives. • Successfully developed and implemented new methodologies and processes for calculating and monitoring credit risk. An example was automated stops in trading as risk limit was reached protecting against losses. • Developed and presented counterparty credit risk exposure information to senior management which led to the firm reducing significant exposure to Brazilian counterparties before the Brazilian currency devaluation of 1998-99. This led to over 5 million in savings for the firm.• Provided credit risk information that was a con tributor in the 300+% increase in the use of Credit Derivatives a product for trading and hedging at J.P. Morgan from 1997-2001.

Business Analyst responsible for business process re-engineering, analysis, and technology project management • Developed and Implemented new processes which led to 20% less processing time for letters of credit.• Coordinated the successful implementation of a new software system that automated Global Trade Finance products on a 24/7 basis in UK, Hong Kong, Singapore and in New York. The implementation led to an overall reduction of 25% in staff needed to process this business.