Independent consultancy.
Source clients, complete projects in timely manner.

• Developed firm-wide strategic approach to commercial loan brokers.
• Developed strategy to address structural channel concerns, wrote policy memo, presented to senior management, debt capital providers, and Board of Directors. Received program approval and rolled out the phased implementation of a commercial loan broker referral program.
• Managed financial services referral relationship channel, covering commercial loan broker, private equity, and investment bank clients.

• Worked with domestic and international lending platforms to structure loan sales.
• Coordinated platform marketing, technology infrastructure solutions, and investor marketing.
• Identified and prioritized opportunities within both "offline" and "online" originator community, developed "C-level" relationships amongst prospects.
• Structured commercial terms between Orchard Platform and originators that aligned interests and facilitated loan sales.c

• Assisted fundraising team in closing $4 million Debt and Preferred Equity round.
• Managed pro forma financials: quarterly & annual pro-forma financial statements and budgets, projected revenue model, capitalization table, pitch materials, and investor tracking spreadsheets.
• Selected to jump-start In Building Connectivity initiative.
• Maintained pipeline and conducted sales activities to prospective clients and 3rd party vendors. Upon completion of sale, coordinated provisioning.

• Supported banking team focused on structuring sophisticated investment, credit, and estate planning solutions for client base with $7 billion in total assets under management.
• Provided asset allocation analysis, financial modeling, relationship management, and prospecting/sales support.
• Constructed custom investment portfolio strategies for high net worth families based on specific goals, time horizons, risk tolerances, and liquidity profiles.