Run a captive family office that primarily does institutional trading of US and international equities and fixed income, as well as block trades in Asia and public equity markets in India (where we have a local registration). Average daily trading volume is between $1 - $30M and have access to over $100M of daily trading indications. Built business from scratch – developed institutional trading relationships with most every firm on The Street (on both equity and fixed income desks).

Consulting for a private equity firm pursuing a public company buyout of a P&C insurance company. Responsibilities included: modeling, due diligence, managing outside advisors (attorneys, accountants, actuaries), preparing investment memo, etc. Letter of reference attached under

Responsible for spearheading the development of key client relationships in the New York area, as well as helping to foster new and existing relationships nationally. Leveraged broad range of skills to help cultivate sophisticated investment strategies and integrated wealth management plans. Worked with operating committee members on key firm-wide strategic initiatives, including rebranding. Authored article/white paper on role of financial advisors in divorce. Have developed strong relationship

Was integral to the growth of the overall business and the top producing member of the firm; proven track record of developing relationships de novo and converting them into clients. Worked with prospects to determine proper asset allocation, manager selection, and production and presentation of proposals. Familiar with and able to communicate benefits of alternative asset classes.

Founded, built, and operated one of the largest yoga centers in the U.S. Developed, implemented, and executed every aspect of a start-up business. At time of sale, revenue exceeded $4M, with over 150 employees, and a CAGR of approximately 40%. Created an internationally-recognized brand that became synonymous with quality, integrity, ethics, and authenticity. Designed several strategically-related business lines within the Yoga Sutra brand. Based on success of the NY location was able to secure

Vice President in the Healthcare Investment Banking Group. Worked on M&A and general corporate finance transactions. Advised senior level management on tactical, strategic, and corporate finance decision-making. Involved in business planning process.

M&A generalist, also worked in the "Exclusive Sales Group," which focused on middle market divestitures (primarily portfolio companies for PE firms), and ran a distressed M&A effort. Specialized in distressed asset sales - ran several high-profile 363 Bankruptcy sales. Successfully completed over 20 M&A assignments. Testified as an expert witness in Federal Bankruptcy Court for The District of Delaware on matters of valuation.

Financial Analyst - Investment Banking. Was tasked with building the most technically-difficult financial modeling assignments. Taught modeling to incoming analyst class. Robert Fleming - Cross-border healthcare M&A