Vice President, Financial Advisor Resume

SUMMARY

Investment professional with experience in Multi - Assets including Equity, Fixed income, derivatives, alternative investment, private equity coupled with M&A skills and engineering background; strengths in quantitative and qualitative analysis, portfolio management, financial modeling.

PROFESSIONAL EXPERIENCE

Confidential

Vice President, Financial Advisor

Responsibilities:

Portfolio structuring and wealth management.
Conduct investment reviews with clients to validate the clients' investment objectives and prepare recommendations of appropriate investment products, strategic asset allocation, investment management structures.
Design wealth management, asset protection and efficient transfer of wealth for the next generation.

Confidential, New York, NY

Private Equity Consultant

Responsibilities:

Provided Investment banking and corporate finance for Divestitures, Management Buyout, and Business valuations.
Acquisition and Intermediary services, corporate Strategic advisory and Management consulting for Technology, engineering and manufacturing companies in commercial and military applications.

Confidential

Investment Consultant

Responsibilities:

Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, transition advice, statements of investment policy and global research.

Confidential, New York, NY

Managing Director / Private Equity Consultant

Responsibilities:

Investment banking and corporate finance for Divestitures, Management Buyout, and business valuations. Utilized financial modeling including discounted cash flow, CAPM, WACC, Monte Carlo simulation, Terminal values, Multifactor model, and Credit model to identify the optimum ROI.
Mergers and Acquisitions advisory for middle-market size companies. Consulted and cultivated partnerships with LBO and private equity funds to execute M&A and capital restructuring for the target companies.
Acquisition and Intermediary services, corporate Strategic advisory and management consulting for Technology, engineering and manufacturing companies in commercial and military applications. Experienced in buy-side and sell-side transactions for strategic and private equity funds. Developed successful plans for corporate growth by identifying targets.

Confidential

Corporate Development/ President

Responsibilities:

Spearheaded plans for growth that was implemented through strategic alliances, joint ventures, acquisitions, and divestitures. Identified and completed the acquisition of Intelliplace in England to strengthen Multitroniks’ presence in Europe. Created strategic joint venture with other European and Japanese manufacturers.
Overall P&L responsibility for a manufacturer of advanced robotics and automation systems and precision equipment. Business development, sales and marketing, R&D and manufacturing of HighSpeed Pick and Place systems utilizing Linear motors.
Integrated the technology of business units, and initiated technical focus group, which accelerated the launch of 3 new Flexible IQ assemblers and merged the development activities and engineering management of UK operation with its US parent. Directed all facets of operation, sales and business development, marketing and R&D in the U.S. and the United Kingdom for maximum profitability.