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| | Click here or scroll down to respond to this candidateCandidate's Name 144 Drake Road, Somerset, New Jersey 08873-2358EMAIL AVAILABLE PHONE NUMBER AVAILABLEExperience:Utilizing my over 25 years of investment experience in business development, including alternative investments, fund raising, financial planning and risk management, new client development and wealth management solutions, banking experience, capital raising, brokerage, and as a CTA.National and major account experience.Experienced in venture capital, sales and marketing in the financial sector to institutional investors, with the ability to help individuals, companies, etc. with business development, deal sourcing, sales, and sales management. Sales and sales management training from Xerox. Middle East and Europe taught me that face-to-face was critical.Achievements include:1.Business Development -Created ongoing relationship at Merrill Lynch with Marsh & McLennan to cover both sides of balance sheet for HNW clients.2.Investment- Arranged the M&A deal for Wilbur Ross to buy Bank United, Miami for $500 million.3.Portfolio- Managed $500 million as a CTA in foreign exchange.4.Investment -SSARIS Div. of State Street Bank contracted me to introduce a Principal Protected Note program to Family Offices, Wealth Advisors, Foundations and some pension funds. $25 million minimum initial investment.5.Management -Created, hired, and acted as national sales manager for 40 account executives by creating a financial planning program nationwide for the then-27,000 members nationwide, while at Merrill Lynch.6.Risk Management Worked with FDIC to help with non-performing assets and improving capital ratios.7.Investment - Raised capital for single strategy hedge fund managers.8.Investment Banking - Cingular for $50 million to buy Texas cell towers.9.Investment - Created venture capital fund for DH Blair.10.Business Development -in the US, Europe, Canada, and Middle East.11.Trading - Created and managed Merrills precious metals trading operation worldwide.Employment History:Somerset Capital, LLC 06/2014
Business development, consulting, capital raising. Companies include,Atlantic Potash Millstream Corp., Bankers Life/ Colonial Penn, PebblesDigital Media, LLC.Esposito Securities Dallas, Texas 12/2013-06/2014Product introduction of a residential bridge loan product.Merrill Lynch Bridgewater, New Jersey 08/2012-12/2013Wealth management advisor to HNW, companies, unions, andFederal Credit Unions.SSARIS Division of State Street Bank 01/2011-04/2012Introduction of a principal protected note to familyoffices, foundations, etc.Vanquish Capital Group, Delray Beach, Florida (Hedge Fund) 04/2008-12/2010Managing director business development in structured finance tohelp banks with non-performing assets and improving capital ratios.Working with the FDIC during the banking crisis.Licenses: 7, 63, 66, 3, Life, NMLS, Annuities, HealthEducation: BS, Rutgers UniversityPGA of America: Retired Class A member |