• P&L creation/ Strategic leadership persuasion: Developed P&L for the institutional wealth department Organized and analyzed main business segments - captive insurance, RFP and corporate custody – created a standard playbook for pricing for each segment• Leadership: Drove regular decision making for any new prospective account with $5M+ in investible assets by engaging C-suite & Senior Directors on portfolio solution and pricing

• Cash Flow Modeling and Sensitivity Analysis: Projected cash flows from cases and test run scenarios that may occur with changes to case values and differentiate different ROI at different stages of case life cycle• Strategic Partnerships: Added $250k p.a. to pipeline by increasing strategic partnerships with ~6+ other law firms• Investment management: Managed ~$3 M of employees’ 401k & operating funds; generated ROI of ~23% p.a.

• Strategic Partnerships: Established the practice to partner with banks in India and Bhutan to co-finance allowing SDF to lend quickly and rely on the co-lending banks underwriting; efforts resulted in a new $15 M loan• Credibility Analysis / Due Diligence: Conducted credibility analysis to find credit worthiness of ~6 agencies requesting loans of up to $15 M; made recommendations based on financial indicators• Market Research: Identified new growth drivers to enhance economic… Show more • Strategic Partnerships: Established the practice to partner with banks in India and Bhutan to co-finance allowing SDF to lend quickly and rely on the co-lending banks underwriting; efforts resulted in a new $15 M loan• Credibility Analysis / Due Diligence: Conducted credibility analysis to find credit worthiness of ~6 agencies requesting loans of up to $15 M; made recommendations based on financial indicators• Market Research: Identified new growth drivers to enhance economic development in SAARC countries in a diversified and sustainable manner and developed their economic roadmaps Show less

Portfolio Creation & Management: Created multi-million dollar portfolios of equities, fixed income and financial products; identified under-utilized assets to better serve existing clients and identified cross-selling opportunities; led to one of the largest cases brought in that year - recognized by the President of the US division• Client Relations: Offered tax-advantaged solutions for small businesses and individuals – recognized for bringing in the highest amount of new revenue for Q1

• Vendor selection: Analyzed financial position of 5 bidding contractors to fit the need of the development (e.g., solvency,prior success rate, etc.) and narrowed down the selection to two for the owners• Entrepreneurial: Identified root cause of a segment of A1A to have a gap of development in South Florida; engagedlocal community leaders and politicians to remove the variance, causing our asset value to increase by ~90% overnight