Financial Services

CEO/COO/Board Director – 20 years of experience in financial services, with over 10 years of global responsibility with departments of up to 300 people. Leadership roles based in New York, London and Johannesburg. Extensive experience in investment banking, wealth management and market infrastructure. Held senior roles in Strategy, Transformation, Post Merger Integration as well as Operational roles in both the front office (Fixed Income and Emerging Markets Trading) and infrastructure (Risk and Treasury). Managed a large technology roll-out in the Risk space (€100m per annum budget). Led the operational build out of an exotic fixed income business (£300m per year of revenue by year 3). Led the NY front office integration of two large financial institutions (14,000 combined employees). Additional experience in advisory / M&A negotiations as well as business development for early stage startups. Launched multiple unique traded products, mostly in the FX space. US and UK passport, and location neutral. BS in Economics and an MBA in Finance. Code FIN500

CEO/COO – Senior international banker with extensive experience in global product development and sales, cross border financial structuring, full risk management responsibilities, asset/liability management, global asset distribution, and global strategy development/execution for major international financial institutions.  Twelve years experience – Europe;  fourteen years – Asia; twelve years – Latin America.  English, French, Italian, Spanish.  BA – Finance, Ivy MBA – International Finance. Code FIN411

Senior Executive/Board Director/CEO – Spent 17 years as a senior executive of a global financial services company, the largest credit card issuer worldwide, leading the company’s various business development efforts. Grew credit card loan portfolio from less than $1 billion to nearly $130 billion (US) with net income exceeding $2.6 billion annually. Oversaw a division that executed a number of M&A transactions or portfolio acquisitions with financial institutions totaling over $5 billion in consumer loans. Managed the company’s various marketing channels with P&L and budget responsibilities exceeding $100 million per year. Expanded international card operations into the UK, Spain and Canada, generating over $30 billion in loans and significant profitability within three full years of operations. Responsible for company’s Community Reinvestment Act (CRA) portfolio that exceeded $900MM in loans and investments. Launched the company’s first internet acquisition and customer satisfaction efforts resulting in over 20 million cardholders utilizing online banking services and generating over $25 million in cross-sell revenues. Maximized financial support from card associations for co-branding that generated over $20MM annually in new fee income for a 10+ year period. Prior experience includes managing new business alliances and product development activities. Created innovative POS strategies, technologies and connectivity that enabled more efficient processes for global transaction authorization and settlement for credit card transactions that made the company’s payment systems the leader in multi-card payment processing worldwide. Other experience includes director of a private VC and angel backed company, and bringing to market a newly formed entity that built a proprietary SaaS technology platform for direct B2C trigger marketing functionality; raised over $2.4M in capital in a Series A round. Code FIN380

Senior Executive and Director – Substantial experience in traditional and online insurance industries, and innovative online financial services marketing and lending companies. Proven leadership experience and success in all areas required to turn around and rapidly build a company: transactions and financings, business development and marketing, operations, corporate strategy, regulatory and legal, information security and privacy. Co-founded and grew a nation-wide personal lines P&C insurance carrier to $1 billion in premiums, 500,000 customers, 1,800 employees and 11 offices. Currently working with multiple innovative online financial services marketing and lending platforms. Insurance company integrated traditional and online marketing, sales, distribution and service areas to create significant growth, operating efficiencies and sustainable competitive advantage. Economic downturn early in company’s growth required major restructuring and cost realignment, which was successfully executed. First career was as an Air Force Instructor Pilot serving across the US, Europe, Africa and Asia. MBA, law and engineering degrees from top schools. Also hold private equity investments and advisory board seats in multiple companies. Code FIN372

CEO/CIO Wealth Management/Family Offices/Private Equity – Line-oriented operating executive with CEO experience in public company brings results-oriented approach to wealth management and single family and multi-family offices. Organized family office for one household name, third-generation family (three years) and created, managed and provided succession for an eighth decile, nine-figure entrepreneurial fortune, bridging to the next generation. Organized multi-family office relationships for a real-estate entrepreneur and successful lawyer. All of these approaches use private equity methods and skills based on operating and consulting (McKinsey) experience. Impeccable credentials (BA, MBA, top Ivy League schools) and contacts. Code FIN355

Managing Director/Deputy CFO – Senior executive with twelve years of experience in financial services, including executing a $3.8 billion IPO and $1.4 billion recapitalization during the credit crisis, implementing cost savings for turnaround and building new finance organization at a leading derivatives broker; managing strategy and M&A at a top three universal bank; and leading performance improvement across banking, securities, asset management and insurance industries for financial impact at top-tier consultant. A results-driven, all-around ‘athlete’ with a combination of execution ability and analytical rigor, who excels in working with companies in either a turnaround mode or high-growth phase. Masters from top graduate school and MBA from top business school. Bilingual in English and Chinese. Code FIN352

Managing Director/President – Thirty years experience in leadership roles including the successful launch and restructuring of businesses at a top 10 bank, a multinational technology and services conglomerate, and a $2B+ family of funds, directing leadership teams and setting growth strategies resulting in significant increases in profits. A change agent who is results-oriented and get things done quickly, this candidate’s strength is taking on the challenge of restructuring or building new businesses in the U.S. and/or internationally during volatile market conditions such as we are in today, having done so successfully three times in the past 20 years. MBA. Code FIN350

CEO/President/CMO – Business Builder – Launched start-up and generated over $100M in sales in the first 12 months. Took start up form zero to over $1B in sales in 5 years. Delivered $150M in profit by earning 15% ROE versus 8% industry average. Developed specialty program that generated over $600K profit per employee. Results oriented Senior Sales and Marketing Executive with an unusually broad background. Extensive knowledge and experience in the Marketing and Sales arena’s (which are easily transferable to other industry’s) with specific, in-depth expertise in the Financial Services, Life Insurance and Annuity industry. BS Business Administration and CLU.Code FIN343

CEO in Finance – Experience includes start-up of institutionally focused Wall Street NASD broker/dealer with strategic relations and development of 40+ securities trading partnerships with leading investment banks worldwide. Previously consulted for technology start-ups in Latin America, participating in IPOs and covering industries from pharmaceutical to mining to chemicals. Ivy League MBA and MA in International Studies. Code FIN318

Seasoned Executive – with experience in a wide range of strategic and operational roles – corporate finance, global business partnering, financial integration, shared services and change management – looking to work in a private equity environment where past experience can be used across a breadth of industries. Currently leading finance integration for a global multi billion dollar deal. Prior experience includes licensing/M&A transactions and financial planning. Previously, responsible for P&Ls with a top line of ~ 1Bn. Bachelors/Master’s degrees in Chemical Engineering. Ivy League MBA and Licensed CPA.  Code FIN311

President/COO – Senior executive with 17 years of experience in the financial services industry has built four successful businesses in a row. Created two successful ISOs which were sold at over 20 times the original investment. Helped roll out first successful national cash rebate program on credit cards. Balances credit lines and growth, keeping investors happy. Bachelor of Science Degree.Code FIN308

CEO Commercial and Mortgage Banking – Successful career in the financial services industry serving as CFO and later as CEO of a regional mortgage-banking firm growing the portfolio from $400MM to $1.2B. Later ran the commercial banking division of a regional bank with a staff of 150 personnel. Currently serving as a consultant to the mortgage workout division of one of the world’s largest banking organizations. CPA, BS in Accounting, Juris Doctor, and Master of Laws. Code FIN327


CEO Financial Services – A demonstrated ability to adapt to varied industries and jurisdictions, mitigating tax liabilities and growing companies. Most recently, serving as a bankruptcy consultant, this executive reduced his client’s debt obligation by more than $5MM, secured an additional $20MM in liquidity and structured a $25MM sale and leaseback of the Company’s owned and occupied properties. MBA in Finance and Human Resource Management. Code FIN258

CEO – Experienced executive with strong domestic and international management experience who has had successful tenures with both startup and established businesses. Currently managing all strategic business development activities for a financial services firm including evaluating acquisition opportunities, performing due diligence, valuation analysis and negotiations with target companies. Helped company grow at 150% YOY. Ivy League MBA in Finance & Strategy; BE in Civil Engineering. Code FIN262

CEO – Responsible for improving the business performance, financial organization and controls of a multi-national company in the U.S. Specific tasks include divestiture of a business unit and strategic review of low performing divisions. Formerly, working for a $400MM division of a company in the pharmaceutical and food industries, this executive was responsible for negotiating multi-year contracts ($25MM per year), cutting costs ($5MM per year) and implementing initiatives that targeted savings ($5MM per year) and generated one-time cash generation of about $7MM. MBA. Chartered Accountant. Code FIN265

President/CEO in Financial Services – Chief executive of corporations including diverse multi-state and international businesses, both publicly and privately held. Served as general counsel, corporate secretary, treasurer and chairman of the board. Assuming control in one company during time of crisis, settled all sanctions and tax issues, performed strategic planning and negotiations to position company for sale while ensuring tax benefits and optimizing stockholders’ return. Ivy League BS in Economics, Ivy League JD. Code FIN281

CEO in Financial Services – Founder of a proprietary trading and management consulting business. Extensive experience in strategic planning, marketing and management consulting. Worked on projects for diverse corporations including Internet startups as well as a rapidly growing technology services firm with a Fortune 300 client base. Ivy League degrees – MBA in Marketing & Finance and a BA in Economics. Code FIN283

CEO/CFO Finance – Finance executive who directed and developed teams covering multiple functions in diverse geographies and industries. Expertise includes internal audits, M&A analysis, acquisition integration, risk management, strategic alliances and planning, and Sarbanes-Oxley compliance. Negotiated contracts and increased service fees for P&L impact of $4.2 million over 2 years. Ivy League MBA in Finance, BA in Physics, CIA, CISA, CPA. Author and co-author of numerous financial publications. Code FIN285

Commercial Property Finance CEO – Most recently served as CEO for one of the world’s largest commercial property finance holding companies. Previously was president and CEO of North American operations, managed over 3000 employees in 11 countries; produced net income of over $300 million. Earlier career assignments involved senior positions in financial services and business venture development. Received MBA from a top 5 business school. Code FIN201

Financial Services Executive – Most recently served as President and CEO of US-based wealth management organization. Moved this small regional market player into a top 2nd tier market position. Recognized for market, financial and operational insights based on combined entrepreneurial drive. BA, Business Administration, Chartered Financial Planner. Code FIN223

Lending, Securitization and Mortgage Banking Executive – Recently served as CEO of a leading international commercial real estate lender will full P&L responsibility. Helped to oversee sale of this multi-billion dollar operation. Experience includes increasing originations, improving asset liquidity, and reducing risk profiles. MBA, BS, Commerce. Code FIN224

Financial Services and Fixed Income Trading – Member of the Board of Directors and Managing Director at several blue chip Wall Street firms. Has a broad experience recruiting and motivating teams of fixed income traders. Has also led sales teams calling on potential clients for governments, commercial mortgages, preferreds, and derivatives. Ivy League BA. Varsity football, rugby and track. Code FIN225

Financial Services Executive – Co-Founder and COO of research-driven securities firm. Responsible for strategy, organization and operational duties with 175 employees. Past experience at several Wall Street firms including service as General Counsel and Business Manager to CEO at a well known financial services entity. BA, JD. Code FIN226