Currently pursuing a client portfolio optimization role. Most recently, I was Director of Business Development & Relationship Management at a $700-$800M multi-family office in Palm Beach, FL and New York, NY, focusing on portfolio optimization and client experience. Advised high-net-worth families on succession planning, governance structures, and direct investments. Expertise with startups, sports advisory, private equity, capital markets, and M&A.

like
Posting as :
works at
You are currently posting as works at

Related Posts

Need 11 likes to enable DM. Please do the needful

like

Hi there, I’ve been told that Deloitte (London, UK) is going to make me an offer but haven’t heard back and it’s been over two weeks. The recruiter mentioned it would be around the “m2 grade”. Any idea what this pay range is? … I have 3 YOE working in NHS finance and have applied for a position in Risk Advisory, public sector. Curious what life at Deloitte is like? Does a work life balance exist?

like

My ctc shows 10lpa + 20lac esops. But I'm not sure if I'll get this 20lac stocks for free or do i need to buy them by paying? Distribution is 4lac per year for 4 years. Pls explain.

like

Hi fishes,

1.What level/ band does the principal consultant role at infosys map to? Is it equivalent to Director or Sr Mgr level?
2. How are the projects and opportunities with lifesciences practice? Are there any on-site opportunities?

Thanks in advance

Hi! I have an interview for the role of financial consultant/financial planning and analysis @ computershare.. please share words of advise for me please... This is the highest role I have ever interview for.. I am currently a credit analyst! Any tips help. Thank you in advance.

like

Does anyone here work for an RIA? If so, what’s your experience like?

like

Hi Folks, I am from Mumbai, India. An HR professional with 17 years of experience across Talent acquisition, Business partnering, Automation (ATS) tools, senior stakeholders and team management.
I wanted to check what would be the approx. salary range for a similar experienced professional across companies in Germany / Singapore / Vietnam / other European countries?
An understanding of the basic, variable bonus, ESOPs and other components details will be extremely helpful. Thanks.

like

Please someone help

Post Photo
like

What is good salary expectations in Abu Dabi for IT employee? Company name @bespin global

like

Hi background in audit and soc compliance now working for a non-public firm but delivering support to the auditors. Being that I am new I am still learning all the processes however cannot find a single process narrative. In order to better my experience performance I have attempted to find some type of structure.
Nothing is compliant…..

Would you send over a file for review with your name on it when told for job security or respect yourself and understand why first

like

Is it normal for Managers have to take on roles both as a Senior and a Manger at the same time due to shortage in PA. Im at a midtier and a lot of my jobs don’t have Seniors and Partners don’t want to delay these jobs.

like

KPMG I’m interested in learning more about your AWA alternative work arrangements. Any success stories? When would be the appropriate time to request one? Are certain types more likely to be approved than others? What does a compressed work schedule entail?

like

Tis the season...
Anyone else have a love/hate relationship with NOAA?

Post Photo
like

My SO is an alcohol abuser but has said he knows it’s a problem and would like to cut back or quit. Any suggestions or advice in how to help and cope with this. He becomes a different person when he drinks. I want to support him but don’t know how or where to start.

like
like

Any 🐠 here in Deloitte’s Operations Transformation Practice (Revenue Cycle) - looking to connect and learn more about it.

like

Anyone into option selling ?

like

For the low low price of $750 you too can pick the next Supreme Court Justice

likefunny

Larsen & Toubro Infotech Is it good time to join Cognizant now for Coimbatore location considering too much attrition in recent times along with many policy changes and do they have enough projects or will there be any chance of layoffs if we don't find any projects for our skill(Tableau in my case)? I have another offer with LTI, Coimbatore for same salary but i prefer CTS more than LNT. Cognizant Larsen & Toubro Infotech

like

Additional Posts in Jobs in Finance

I'm the only employee with a background in finance in a tech startup growing at a 300%+ per year. But it's actually my first finance-related experience (interned and now part-time as I'm in my senior year of undergrad) and don't know really how to have an impact as my knowledge is "limited" and have no technical mentorship.

Any advice/mentorship would be wonderful!

Whats’s the ideal CV length for UK mid-level roles (4-5 YoE) to engage recruiters?

Is 1 page containing punchy & concise XYZ points preferred in the UK over 2 pages inc. a bit more details of projects/ tasks?

like

How often do you cry at your job? I cry usually one day a week triggered by stress/overwhelm but want to know if this is a typical response

like
like

I am starting at a new company early next year and they’ve just invited me to attend their Christmas party. Is it a good idea to go? Or should I wait for a more formal introduction once I start?

like

Hi! I have an interview for the role of financial consultant/financial planning and analysis @ computershare.. please share words of advise for me please... This is the highest role I have ever interview for.. I am currently a credit analyst! Any tips help. Thank you in advance.

like

How do I jump ship from FP&A? My dream job used to be education or something more creative and I want to make that switch.

like

Hi everyone - I have experience in Investment banking domain and I am looking for a new role in Canada and would appreciate your support. I have experience in M&A, DCF, Buy side , sell side, Financial modelling, compliance, due diligence, Thank you in advance for any connections, advice, or opportunities you can offer.

like

I have an interview Bloomberg for sales and analytics, can anyone give insight to what to expect at the super day?

like

Worked in Financial Services and Wealth Management for 12 years. CFP working in the banking channel and completing my MBA within a few months with a focus in Mergers & Acquisitions. Really can’t take the stress and compliance involved with being an Advisor anymore I’m losing hair everyday. Any suggestions where to go?

like

Any advice on transitioning from a Wealth Management Role to something more analytical? Preferably private equity or investment analysis/due diligence. Have about 4 YOE, located in Boston

like

I have an offer in PE VP role in Citco and JPM and I am at cross road on which is one to company to choose. Their pay is very similar but JPM is offering an attractive signing on bonus. I need a honest advise on which is better between these two firms.

like

If i haven’t signed anything with my firm regarding repaying them for receiving my series 7 license with them I’m assuming i owe nothing if i leave? Is there a way to find out without my manager knowing I’m looking at other firms?

like

Currently have Series 24, 7, 63,65

Currently work in a very unique Wealth Management ops role.

Getting paid 85k base with 40k in bonus plus about 35k~ in OT.

Money isn’t everything but in my late 20s it feels like the only thing important right now.

WLB is next to zero as 60hr weeks are the minimum as of late. Management feels like they are trying to push a few of us out. Was told not to expect much come year end for comp. Any suggestions on finding a new role/pay expectations?

like

I am looking into a Product Manager role at M&T Bank. Does anyone know the salary range or can tell me about the work/life balance?

like

Hey! I’m from Spain, and I’m thinking about find a job overseas, maybe in central america or southeast asia… I have experience in finance consulting… do you have any recommendation, contact or tip that could help me?

I don’t know if try to find a job first and move then, or move out first and find a job from there.

Thanks!

like

I am so beyond ready to leave my current job, but can’t yet, since bonuses are paid out in January. 😬

In the meantime, I’ve applied to a lot of similar roles (slightly higher) but have not heard - good or bad - from any. Is it common for companies to slow down hiring in December because of Q4 rush, people on holiday, etc.?

like

I’m 2 years out of college and have been working at a bank as a corporate accountant. I’m thinking about making a transition from to IB/ more finance oriented role. Any advice?

like

Let’s finish this up strong! What are your year-end self development plans?!
We have our last session of the year of our group/guest financial education cycles at our Downtown Toronto office this Saturday. We go through our first financial education session that we talk about basic to higher level of financial information; from saving, investing, risks and returns, registered accounts, etc. There is no cost and no obligation. If you are interested to attend in-person or via Zoom, let me know.

Post Photo
like

What are people's thoughts on corporate Treasury roles, fortune 50.

What is the general compensation like and the career path after analyst? Is it more stimulating than FP&A? Does Treasury have desirable exit opportunities or do people typically continue the course and climb the company ladder?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal