Operational Integrity. Risk Mitigation. Process & Controls.
The Executive Lens
With over three decades at the intersection of Global Investment Banking and Private Equity, I offer investors a vantage point that traditional audit firms often overlook. Having served as both a risk executive and an operational leader, I recognize that the success of an investment depends entirely on the integrity of its underlying processes and controls.
Driven by Rigor and Passion
My expertise was forged in the high-stakes environments of top-tier global Investment Banks and a Private Equity firm where I was responsible for creating and overseeing the granular complexities of structured credit and alternative investments. This "boots-on-the-ground" experience allows me to peer through the veneer of management presentations, identifying structural fractures that pose a threat to integrity of investment valuations and long-term stability.
Expertise
30+ years in top tier Investment Banking and Private Equity operations.
8+ years executing due diligence assessments for private credit and alternative investments.
Successful steering and implementing large-scale projects with company-wide impacts.
Domain expertise in syndicated and private credit, treasury management, derivatives and fixed-income operations, collateral management, client relationship, and data strategy.
Designing and operating 500+ efficient and effective processes and controls.
Leading and coaching small and large (800+) global teams across four continents.
Engaging your advisory services fundamentally elevated our organization operates. The impact is both measurable and enduring.
- Current Operations Advisor Client
Your due diligence work was exceptionally rigorous and thoughtfully executed. The quality of the work set a benchmark for how diligence should be done.
- Former Operational Due Diligence Client