Functional Skills

Commercial Due Diligence
Corporate Finance
Financial Due Diligence
Financial Modeling
Investment Banking
Litigation Support
M&A Deal Sourcing
M&A Support
M&A Transaction Readiness
Post-Merger Integration
Private Equity Investing
Risk Management
Valuation
Venture Capital Investing
Finance Transformation

Software Skills

Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Project
Microsoft Visio
Microsoft Excel Macros
Microsoft Access
Microsoft Office
VBA
Artificial Intelligence
Bloomberg
BigData
Blockchain
Cloud computing
Machine Learning

Sector Experience

Energy
Financial Services
Media & Entertainment
Technology
Telecom

Languages

English
French

Notable Clients

Boston Consulting Group
Citigroup
Gerson Lehrman Group, Inc.
GFMI/MarcusEvans
PricewaterhouseCoopers (PwC)
Big 3 Consulting (MBB)
Fortune 500
Top Consulting Firms

Experience

Independent Research and Risk Advisory LLC Management Consulting
President, CEO, Owner
7/2010 - Present
[See Résumé; My Recommendations appear in my Service Offerings Deck]

Technology Investment Banking [FinTech, SaaS, Cloud, Cyber, AI, ML, Neural Networks, e-Commerce], Capital Markets, Corporate / Structured Finance, Treasury, Cash Flow Forecasting, ALM, Funding, Liquidity.

Advisory [Start-ups, Growth, M&A, Integration, Divestiture, IPO], Due Diligence, Structuring, Valuation, Investor Relations.

Risk Management, Trading and RiskTech, Data, Governance, Change Management, Basel III and Endgame, FRTB, CCAR, CVA/XVA, CECL, Derivatives, Pricing, Benchmarking.
Omni Advisory Group LLC Finance
Global Head, Capital Advisory Practice Leader: Head of Structuring; Head of Investor Relations.
4/2020 - 12/2020
[See Résumé] Technology Investment Banking: Early-Stage Private Equity (Neural Networks, AI, ML).
AND
[See Résumé] Head of Investor Relations: Daily interaction with Client CEO.
Click Deal Buy! Inc. Start-Up
Board Member and Advisor to the Founder, Chairman & CEO of Click, Deal, Buy! Inc.
7/2019 - 3/2020
[See Résumé] Technology Investment Banking: Early-Stage Private Equity (Artificial Intelligence and Machine Learning in e-Commerce).
Confidential/Undisclosed Startup Client in the Digital Media – Film Industry Start-Up
Senior Strategic Advisor to the Owner, Film Director, and Executive Producer.
1/2017 - 9/2017
[See Résumé] Strategic Advisory and Transaction Management: Early-Stage Private Debt Structured Finance.

Anaplan Corporate Strategy & Development
Senior Advisor: Thought Leadership (Risk – Strategy – Transformation) in Finance and Technology.
4/2016 - 3/2017
Forbes 100
Boston Consulting Group Finance
CCAR – Expert Advisor to Platinion North America (a Boston Consulting Group Company).
8/2014 - 3/2015
CCAR Project Delivery Supporting Internal Audit. Quantitative and statistical models in Wholesale Credit and in Trading Counterparty Credit Risk.
[See Résumé] MRIA (Loan Loss Feeder Models and Umbrella Model for a total Wholesale Loan Portfolio in the range of $600 Billion to $1 Trillion)
AND
[See Résumé] MRA (Traded Credit Risk, Counterparty Credit Risk, CVA model risks, Risks Not Captured within the CVA Models, Securities Financing Transactions, and Central Counterparty (CCP) Credit Risk).
Primatics Financial, LLC (now SS&C Primatics) Management Consulting
Director, Risk Management Advisory
7/2009 - 6/2010
[See Résumé] Private Equity: Advised Owners on strategy in selecting a White Knight Investor / Partner for a Growth Phase Private Equity Offering. Prepared competitive studies mapping the Risk Technology M&A space. Introduced several C-level executives from Tech firms. Culminated in strategic investment by the Carlyle Group followed later by exit to SS&C.
AND
[See Résumé] BPO, ALLL, SaaS, Cloud, Self-Service BI.
AND
[See Résumé] Operations Research and Applied Artificial Intelligence.
Raymond James Financial Finance
Vice President (Direct Report to the Chief Risk Officer at the Holding Company).
3/2003 - 11/2008

[See Résumé] Vice President, Financial Risk Management.
AND
[See Résumé] Vice President, Systems and Controls.
McKinsey & Company Finance
Senior Consultant, European Risk Management Practice / Financial Institutions Group.
3/1999 - 7/1999
[See Résumé] Senior Risk Practice Specialist: Risk Management Technology, Organizational Infrastructure, and Methodologies for Valuation of Level 3 Assets, Market Risk and Credit Risk. Client-facing Strategy Advisory position.
AND
[See Résumé] Advised a German Banking Client: Post-merger consolidated risk containment around ''Toxic Waste'' (Distressed Residential and Commercial Real Estate in Europe, ABS and MBS, Structured Products) and Cross-Border M&A.
European Bank for Reconstruction and Development Finance
Head, Product Support Group / Product Control / Treasury plus Co-Founder / Principal Manager / Deputy Head of the Independent Risk Control Unit (reports to the Board).
3/1996 - 10/1998
[See Résumé] Head, Product Support Group / Product Control / Treasury / Finance Vice Presidency.
AND
[See Résumé] Co-Founder and Principal Manager, Risk Control Unit / Finance Vice Presidency and Reports to the Board [Deputy Head of RCU].