Managed financial and personal operations projects for multi-generational single family office

*Managed financial / personal operations of $5B single family office
*Oversaw portfolio reporting
*Obtained financing for family assets
*Handled accounting & treasury function: cash flow, personal bal. sheets & inc. statements
*Administered services, incl. insurance, building project management, bill payments, information technology, domestic help, and office management
*Implemented transition after founder’s death
*Designed tax models

*Launched corporate financings: $165m of accounts receivable securitizations, a $250m revolving credit facility and $250m term loan
*Issued four high yield notes in a $2bn dividend recap
*Structured financing for bankruptcy settlement
*Managed interest rate hedging program
*Traditional corporate treasury, incl. cash management, compliance certificates, stock buybacks and public reporting
*Pension Committee member
*Participated in taking company private

*Led operations team for highly leveraged portfolio in merger arbitrage with $8 billion in gross assets
*Negotiated competitive financing via prime brokerage lending from JP Morgan, Credit Suisse and Morgan Stanley as well as via off-balance sheet contracts, total return swaps and CFDs
*Oversaw portfolio accounting and performance reporting to principals using Advent Axys software
*Designed partnership accounting template used for income tax planning

*Implemented financing strategies for commercial real estate portfolio, using conduits, CMBS and bank lending programs
*Created return and partnership participation models, including IRR promote calculations