Functional Skills

Business Analysis
Change Management / Org Design
Commercial Due Diligence
Communications
Compliance and risk
Cybersecurity
Data Collection / Research
Finance Transformation
Financial Due Diligence
Financial Planning & Analysis (FP&A)
Investor Relations
Private Equity Investing
Project Management
Real World Data (RWD) Strategy
Regulatory Compliance

Software Skills

Alteryx
C++
Encryption
Firebase
Jira
Microsoft Access
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Project
Netsuite
Tableau
Zoom
Oracle Financials Cloud
Google Sheets

Sector Experience

Aerospace & Defense
Business Services
Financial Services
Retail
Technology

Languages

German
French

Notable Clients

Credit Suisse
Credit Suisse Asset Management
Industrial Bank of Korea
JP Morgan Chase
Morgan Stanley
Big 3 Consulting (MBB)
Bulge Bracket Investment Banks
Fortune 500
Top Consulting Firms

Experience

Pallas Global Advisors LLC Management Consulting
CEO
12/2013 - Present
Project Manager and Consultat. Clients include technology (funded) start-ups to Fortune 500 companies and financial institutions. Geographies: US - Europe - Asia. Write business plans; assess / test / implement technology; lead teams for change management includinng training & testing. Strong strategy, business development, legal, regulatory and compliance skillset.

I speak nationally on cybersecurity and data privacy regulations as well as the cyber threat landscape.
Mid-Market Securities Finance
Sr MD
10/2009 - 11/2013
Source & co-lead strategy & financing projects (US & global). Prepare all materials for investors including Executive Summary, Business Plan, Investor Deck, Due Diligence Questionnaire (DDQ).
Deutsche Bank Finance
Vice President
3/2003 - 3/2006
- Vice President & Team Leader, ISDA Negotiation Team
- Vice President, Strategic Procurement / Sourcing (responsible for overhauling
the global policy for all vendor categories, working closely with colleagues in
Frankfurt - mostly in German)
Goldman Sachs Finance
Associate
3/1996 - 11/2001
Associate in Global Credit Risk Management (Associate Class of 1996); reported to Craig Broderick, former Chief Risk Officer for four of the total years.

Member of Derivatives and Exchanges Risk Committees

- Worked closely with Investment Banking, Technology, and Legal / Compliance
- GSAM / Private Wealth Management (Global Client Financing)
McKinsey & Company Management Consulting
Associate
6/1995 - 5/1996
- Associate, Financial Institutions Group (FIG)
- Based in Berlin and joined team to advise on integration of the first merger of a
Germany public sector bank (Norddeutsche Landesbank) with a privately held bank
(Beriiner Bank)
- Co-write McKinsey Europe's first White Paper on the World Wide Web with
Dr. Kai Lahmann, fellow McKinsey consultant
Council on Foreign Relations (CFR) Other
Research Assistant & Rapporteur
7/1988 - 3/1990
- Reported to Dr. C. Michael Aho (PhD, MIT) for Economic Studies Department
group meetings that were transformed into transcripts for
three global trade books including NAFTA and EU-US trade
- Attended meetings with heads of state as well as leading Fortune 500 executives
and professors from leading universities
- Organized meetings and coordinated with C-level executives on meeting
participation and all follow-up