Management

Finance

Investment management, business financial planning, investment advisory, asset management, corporate financial structuring and administration, corporate management.

Current position: Senior Financial consultant, Alexander de Groot Finance, June 2005 to present.

This position is a broad spectrum financial management role across the firm’s portfolio of clients. It is primarily responsible for all facets of management of major contracts and statutory roles such as receiverships.

Key roles:

• Financial adviser to major corporate clients
• Financial planning,
• Asset management,
• Corporate financial structuring,
• Business analysis roles.

Additional roles and functions

• Case management of contract financial advisory roles
• Client relations
• Contract sales.

Managed $6.5 million accounts in last year gaining returns on investment for clients of 17%.

Managed Global Trust debt restructuring and re-listing of the trust on NYSE.

Brought XYZ Inc out of receivership and oversighted repayment of $27 million debt facility.

Awarded employee of the year for years 2010 and 2011.

September 2003 – May 2005

Finance Officer, Upp and Cummings Ltd.

This position contained various management roles within the key roles indicated. Responsibilities included acting as a contract supervisor within Upp and Cummings Ltd administration.

Key roles

• Finance administration for corporate clients. Investment portfolio case management,
• Investment sales inquiries,
• Fund management, risk assessment.
• Project supervisor on Cash Management Research Initiative 2004.

Awarded 20% salary bonus for work on Cash Management Research Initiative 2004.

Master of Business Administration, Berkeley California 2001