Founded a specialized investment, corporate & personal finance, and capital markets/investor relations advisory firm.
• Provide end-to-end investment, protection, and business solutions to families and small businesses.
• Advise professional investors on key investment controversies within various sectors of the market.
• Structured a $250M Fund vehicle for a middle eastern family-owned real estate developer.
• Crafted a turnaround plan for a highly levered global hospitality company and raised financing.
• Crystallized project financing options for a $7B+ Hydro Power Project on behalf of the World Bank by conducting market sounding of global banks, institutional investors, and sovereign wealth funds.

Managed Global Real Estate portfolios (AUM: $2.5B) by overseeing an international team of six analysts. Sole responsibility for selecting investments within North America. Core Member of Multi-Asset Investment Policy Group (IPG) guiding Asset Allocation across a variety of alternative assets.
•Delivered consistent outperformance of 311bps and portfolio ranked Top Quintile per Morningstar.
•Fundamentally altered investment strategy to concentrate risk allocation to bottom-up investment selection.
•Ensured optimal capital allocation on an ongoing basis reflecting research driven differentiated insights.
•Sought out by management teams and boards to engage on capital allocation and topics relating to ESG.

Picked equity investments through fundamental equity research and maintained active coverage of North American Financials and Industrials sectors for Bernstein Value Equities portfolios (AUM: ~$60B).
•Consistently ranked top-5 among 30 analysts on rolling 3-year rolling investment performance over 2011-2014.
•Partnered with global portfolio managers to build financials sleeve of their portfolios.

Created and led 20-employee strong branch channel strategy, development, and performance management functions for the Retail Bank (~2,000 branches across US).
•Led a complete turnaround of the branch channel and overhauled allocation of ~$250M in annual capex.
•Redefined branch expansion strategy including market selection, market by market network configuration, and site selection framework for new branch openings.
•Partnered with Corporate Development team to formulate and execute a branch acquisition strategy.

Advised corporate and private equity clients across diverse industry sectors on strategic and operational issues.
•Developed internal and external growth strategy to double the size of a $600MM enterprise software company. Led to the doubling of client's share-price in 2002 and set it on path to thrive over next two decades.
•Devised market entry strategy for a new sweetener developed by a $5B PE-owned company. Determined price and volume implications of targeting different customer segments. Persuaded client management to target the largest market segment that was previously ruled out by them. Page Two ADDITIONAL EXPERIENCE

Led and managed operations consulting engagements at large European multi-nationals on behalf of professors from Harvard Business School (HBS) and Anderson School (UCLA).

Helped establish consulting division at ICICI Bank (NYSE: IBN), the largest private sector financial institution in India. Advised large and diverse family-owned businesses on core strategic and operational issues.