As the COO/CCO of AJF Capital Management, Inc. I partner with our President and CEO to ensure that our clients receive a best in class experience. We strive to learn what is important to each of our clients from their core values and financial goals. Putting meaning to their hard earned money by sustainably investing is where we excel.

Chief Financial Officer High Net Worth, Tailored Lending, Bank Deposits, CIO, and Cards business units (June 2016 - Present) - Engaged as Strategic partner with private bankers servicing High Net Worth Clients. Led annual budgeting, forecasting and multi year planning.Global Bank Resource Management Controller (Jan 2013 - June 2016)- Led a global team of 55 finance and accounting professionals in NY, London, Baltimore and Glasgow. Served as strategic partner with business unit executives to determine the most efficient funding for Firm Assets in excess of $500Bn. Led a team that designed and implemented a global cost of financing allocation system, replacing multiple antiquated mainframe platforms.Global Prime Brokerage and Fund Services Controller (June 2008 - Jan 2013)- Managed a global team of professionals supporting all accounting functions related to Morgan Stanley's Prime Brokerage business which had revenues in excess of $1bn. Implemented a cash flow analysis that improved the accuracy of financing the PB business resulting in substantial savings in interest expense.Additional Experience at Morgan Stanley - North America Credit Products Trading CFO - Leveraged Credit Product Controller - Principal Investments | Private Equity Controller

Leveraged Finance Product Controller - Vice President Government Trading operations and finance officer - Vice PresidentLatin America Legal Entity Controller - Vice PresidentInternal Audit Manager

Senior Auditor for major Private Equity Firm