Our firms’ prime objective is matching qualified clients with private and institutional capital. As CEO & Relationship Manager for the firm, I interface with both Introducing Consultants and Private Clients, that request we review and analyze their proposals to determine if those projects meet our Capital sources areas of interest and criteria. Our areas of interest for qualified projects are in the area of Real Estate, Renewable Energy, Oil & Gas, Healthcare, Mining, Technology and global infrastructure. On projects of interest to our funding sources, we assure what requirements the prospective borrowers will be needed to move forward. We ensure that all documentation from client is available for the capital source. We are responsible for the clients formal project submission form, and initiate a due diligence test. We introduce our client’s to our lending sources for syndication and negotiation. Once our hand-off is completed, the negotiations are strictly between borrower and the lending source. We charge no upfront fees. See our web site at www.BDSConsultingLLC.com

Self-employed actively trading in options, equities and futures for my own accounts. Well versed in Fibonnaci, Elliot wave patterns and both fundamental and technical analysis. Managed to provided growth plus income from trading environments to secure both income & portfolio expansion and protection.

Senior Client Relationship Manager, directing a staff of professional project managers, responsible for Service Delivery of major Infrastructure and System projects for Operations, Trading, and System Divisions. Accountable to three major buy side revenue businesses for programs delivered to enhance business processes. Member of a team of Senior CRM’s responsible for delivery, establishment, coordination and support of corporate IT initiatives in support of the Firm’s Infrastructure Distributed Services. Interface to Business and Technology’s Fixed Income and Equity Trade processing for Clearing/Clearance execution, Settlement and Custody activity including Options, Futures and back-office support services. Manage matrix environment of IT service professionals in planning, coordination and budgeting deliverable programs and projects. Liaison between business and technology personnel to insure business charters, regulatory and compliance objectives are achieved.