On-ramping senior financial services executive, advisor, consultant and MBA graduate with experience at leading firms including Lehman Brothers and McKinsey. High-performing, revenue and results oriented, solution-focused and entrepreneurial. Former top-ranked sales executive, skilled in relationship building and cultivating client bases, cold calling and consultative sales techniques. Known for integrity, strategic, creative and critical thinking, versatility, and ability to thrive in fast paced and high pressure environments.KEY ACHIEVEMENTS• Grew revenue from $0 to ~$1.5M within six months of startup operations through public & private debt & equity instruments, and stressed & distressed obligations, including bank loans. • Generated 25% of BDS’ gross revenues during first year as an account representative by developing new markets and securing key clients, including an American Stock Exchange-listed client with $2.6B in assets as a new, and firm’s first, corporate finance client. • Awarded Top Producer title for contributing 20%+ of initial external capital for a new BDS Special Opportunities Fund.• Developed a financing concept and implementation roadmap for one division of the largest bankruptcy in Canadian history, providing recommendations which projected $160M in annual savings & enabling a 100% increase in savings for the parent company. • Designed a corporate and operational strategy and supporting organization that allowed a national investment bank to capitalize fully on its strong retail brokerage business. • Directed the startup of a corporate finance department, originating $1.8M in the first year and exceeding revenue goals by ~ 250%. • Saved ~$20M in system, organizational, marketing, and inter-office expenses by formulating innovative procedures for a money center bank’s securities processing businesses.• Secured Fortune 200 client & closed $100M transaction within month of joining Warburg Paribas Becker.
Listed skills include Investments, Alternative Investments, Capital Markets, Strategy, and 19 others.
