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Click here or scroll down to respond to this candidateCandidate's Name , MBAEMAIL AVAILABLE PHONE NUMBER AVAILABLE LinkedIn Fort Lauderdale, FL, Street Address
Global Finance LeaderInspire Creative Thinking to Help Organizations Monetize Data, Leverage Strategy & ThriveA Global Finance Executive with over 20 years of domestic and international experience in Fortune 100 corporations and small companies. Proven success in multiple sectors: in Wall Street, wealth management, banking, consulting, FinTech, government, and non-profits. Track record of growing the bottom line while spearheading operational improvements. Expertise in linking technology to business operations for seamless product usage.P&L Management Policy & Design Implementation Financial & Data Analysis ConsultingRisk & Compliance Admin Project & Change Management Product Strategy Coaching Board Member-HIGHLIGHTS -$100M P&L experience in large / middle-market, smaller business, or highly entrepreneurial organizations.Led multiple teams (1600 people) achieving $50 million in revenue & operational savings (re-engineering & improving processes driving efficiency).Former Board Director of a NASDAQ listed company.Entrepreneur: Advised, and/or managed 100 plus startups.Increased revenues and operational efficiencies at all roles.Adjunct College Professor at a top 5 international business school.Saved over $500K in annualized costs through operational digitalization and process management.Oversaw annual budgeting & audit; managed/mitigated the organizations legal risk and governed all compliance related issues; ensured budgets and financial allocations were aligned to organizational strategic priorities.PROFESSIONAL EXPERIENCEKabot Advisors Fort Lauderdale, FL 2022 Present2015 2019Providing custom solutions for tactical execution of business strategies.Managing DirectorProvide consulting on operational, financial and marketing best practices for turnaround & growth.Achieved over $100 million in company valuation for a company founder.Constructed financial models to enhance management decisions, improve business growth and investments.Led companies in diverse industries to over 20% revenue growth.Secured funds of over $30 million capital-raising.Florida International University Miami, FL 2017 - PresentTeach senior level Entrepreneurship and International Management courses.Adjunct ProfessorLinked real-world business experience to academic theory by not only teaching, but also mentoring students.Coached student team to first place win amongst hundreds of teams in an international business simulation game.Fiserv Fort Lauderdale, FL 2019 2022Head a multi-million corporate dollar SaaS product for a $13 billion FinTech company.Product Finance Reported to division Vice PresidentUpdated products financials.Created product budgets.Maintained product budgets for revenue and client growth.Monitored the entire competitive landscape within the Financial and Treasury space.Candidate's Name PHONE NUMBER AVAILABLE EMAIL AVAILABLE LinkedIn Fort Lauderdale, FL, 33322Net Element (Former NASDAQ Listed: NTSE) North Miami, FL 2018 2020NASDAQ listed company (NTSE) A credit card, point of sale and payments company.Board MemberServed on the following Board Committees: Audit, Nominating and Governance, and Compensation.Maintained Sarbanes Oxley requirements / Grew company revenue to over 5% / Reduced expenses by over 10%.Bank of America Merrill Lynch (NYSE: BAC) Fort Lauderdale, FL 2005 2015Global financial institution with over 300K employees worldwide.Senior Vice President Strategy & Execution International Wealth & Investment Management (2010 2015)Responsible for operations throughout Europe, Asia and Latin America.Co-managed $100 million budget for sales & day-to-day international operations of 1600 persons.Created a new online lending international wealth mgmt. SaaS product, increasing revenue by over $1 million.Ensured compliance with domestic and international regulations governing antitrust and risk management processes.Divested International wealth management division to Julius Baer, a Switzerland based company.Managed complex international Finance Analyst compensation packages.Implemented common financial working practices across the organization to improve processes and communication among internal business partners.Senior Vice President - International Wealth & Investment Management, Australia & China (2007 - 2010)Led very large project teams located in Japan, UK, Australia, US and Singapore.Set up Australian fixed income trading desk within a record breaking three months while living in Sydney, Australia.Established a Chinese banking charter while living in Shanghai.Integrated U.S. & international acquisitions (Merrill Lynch, US Trust & LaSalle) into corporate operations.Formed an India based client / employee US Trust support center.Vice President Corporate Business Banking (2005 2007)Supported corporate leadership within all functional areas by leading both Six Sigma and non-Six Sigma based projects.Designed & led process management projects yielding millions of dollars in corporate savings & customer benefits.Established an India based center for financial modeling.Obtained Six Sigma Black Belt and Benchmarking CertificationsCherry Hill Township Cherry Hill, NJ 2003 2004An affluent municipality of 100,000 people with an operational budget of approximately $280 million.Director of Operations and Insurance - Reported to the MayorManaged operational, risk and purchasing activities with over $100 million in P&L responsibility.Saved over $500,000 in annualized costs through operational digitalization and process management.Published a state purchasing card manual that reduced operational costs.First in state to sell city seized assets over Internet resulting in auction fee cost savings of thousands of dollars.Actrade Financial Technologies New York, NY 1999 2003A startup company - Trade finance, business-to-business payment tool, FinTech company. Firm sold to Siemens.Vice President, Strategic Initiatives - Reported to the President and CEOA startup FinTech company - Trade finance, business-to-business payment SaaS tool. Firm exit: sold to Siemens.Managed a $5M P&L for one of the first-ever online B2B payment companies.Candidate's Name PHONE NUMBER AVAILABLE EMAIL AVAILABLE LinkedIn Fort Lauderdale, FL, 33322Carson Group New York, NY 1997 1999Wall Street Investor relations/ investment banking consulting company. Firm sold to Thomson Financial.Senior Analyst - Reported to a senior partnerWall Street Transportation Sector Analyst focusing on Fortune 50 transportation companies. Synthesized and assessed financial/industry data for investment banking and equity activities. Also, published daily, weekly and monthly data market reports on sector trading and competitor analysis utilized by senior executives and board members. EDUCATION
Master of Business Administration (MBA) - University of Miami Business SchoolBachelor of Arts (BA) George Washington UniversitySix Sigma Black Belt (AI and Engineering) - Bank of America / Merrill LynchBenchmarking Certification Bank of America / Merrill LynchDigital Product Management / Marketing Certifications - Pragmatic InstituteEntrepreneurship Mentoring Certification - Massachusetts Institute of Technology |
