Collaborate with heads of trading, broker relations, and business leaders at asset manager, hedge fund and financialsponsor clients to deepen and broaden existing relationships. Identify, prioritize, and advise on new product and partnership opportunities while providing analysis and recommendations on strategic initiatives.Coverage - Asset managers, hedge funds, financial sponsors

Provide rate hedging solutions, asset and liability management strategy, and other market, business development, accounting, and regulatory expertise to depository institutions, including banks and credit unions.Managing and developing sales people for institutional rates and FX sales teams.Coverage - Community, regional and super-regional depository institutions

Provide rate hedging solutions, asset and liability management strategy, and other market, business development, accounting, and regulatory expertise to depository institutions, including banks and credit unions.Managing and developing sales people for institutional rates and FX sales teams.Coverage - Community, regional and super-regional depository institutions

Coverage - Commercial Real Estate, Commercial Banking, Wealth Management clientsManaged through credit and market risk dynamics for deal execution; identified and advocated cross-currency, FX, commodities and cross product business where appropriate; Managed regulatory, compliance, legal and account considerations across client segments and product opportunities.

Coverage - Commercial Real Estate, Commercial Banking, Wealth Management clientsManaged through credit and market risk dynamics for deal execution; identified and advocated cross-currency, FX, commodities and cross product business where appropriate; Managed regulatory, compliance, legal and account considerations across client segments and product opportunities.

Coverage - Energy and Power corporates

Consultancy focused on providing scale-up advisory to early stages companies.

Consolidation of angel and VC investments made across a variety of industries and stages primarily in diverse founders and opportunistic late stage venture funds. Contribute to investment group focused on investing in gender diverse/women-led companies. Provide entrepreneur mentorship, and deal team leadership, guiding thorough pre-investment diligence process.Financial Valuation Analysis: Leverage company financial projects, industry and comp analysis to assess and recommend pre-money valuations for early-stage companies.Stakeholder Diligence: Conduct detailed analysis, interviews, and research to understand business strategy, projection accuracy, key stakeholder engagement and dependency, in effort to make investment decisions. Go to Market Strategy: Provide coaching on marketing and sales strategies, utilizing industry specific knowledge, customer feedback, peer analysis to help early-stage companies develop go-to market business plans.

Investor in and mentor to female led/founded start-ups.

Limited partner in fund that supports, partners and invests in Founders who are Women, BIPOC, Minorities, Persons with Disabilities, in addition to the HBCU ecosystem.

Provided strategic advisory around product development, business development, sales process and channels, and hiring needs to enterprise SAAS start-up. Provided strategic advisory around product development, business development and sales process and channels to restaurant (digital menus) SAAS start-up. Provided strategic advisory around sales and marketing strategy for local independent pharmacy.