Manage development aspects of businesses including planning, strategy, pitch decks, messaging, operations, expansion, research, financial analysis, customer retention, and marketing
Client list comprised of global brands across alternative investments, institutional funds, social impact, and non-profit; including Nelson Mandela Foundation, Acumen Impact Investing, First Republic Bank, MoAD Smithsonian Museum, Axis Development Group, Phenomenal Woman, and civic leader Former US Attorney General Eric Holder
Developed a 3-year expansion roadmap that grew a $2M project's footprint by 3x in under 10 months – devising business expansion strategies including new product offerings and targeted partnerships
Directed 2 business launches in 12 months; resulting in Mayor Ed Lee's endorsement and 50+ national press features
Created business plan for an engagement featuring a 10,000+ audience; propelling the organization's strategic partnerships
Increased investor prospects by 6x in under

BestSelling book Co-Author for national audience; featured in syndicated publications

Managed business strategy for hedge fund Portfolio Managers, CFOs, COOs, and Traders – specializing in global markets, investor relations, capital-raising, operations, corporate financing, accounting, and risk analytics
Supervised a team of 4 coverage professionals. Led business revenue and pitches, generating an increase in both asset market share of 4% and products sold by 14% in 2 years. Covered 121 clients globally with over $320 billion AUM
Acquired new business via capital-raising advisory services and effectively converted prospect institutional investors into partners – resulting in a 16% increase in deal flow
Conceived and executed targeted branding initiative for Tiger Global complex along with 34 unique clients through a 4-week interactive series, resulting in a 15% market share increase. Established as a staple educational seminar across leadership
Managed 21 key high-profile hedge fund client relationships totaling over $60 billion AUM

Securities lending, municipal sales, international exchanges