Generated new institutional and high net worth investors in emerging markets private equity, global macro hedge fund, and global fixed income products.
Advised global investors on customized solutions to meet individual needs based on proprietary research and industry trends.
Developed and led strategic growth plans to elevate firm positioning and grow assets under management by 25%.
Executed value creation playbook to eliminate $29mln (12%) of $240mln expenses charged to fintech company by former $21bln Fortune 500 parent.
Led growth acceleration program that increased revenues from $33mln to $56mln (70%) in 24 months for a mid-market energy software company.
Advised over two dozen clean energy companies valued at over $250M through business growth, fundraising, and acquisition.
Managed rapid expansion of a high-tech manufacturing facility for new cutting-edge technologies; increasing overall throughput, capacity, and system capabilities.
Managed development of process optimization systems; dramatically improving division utilization and reducing equipment downtime.