Financial consultant
Resume examples

Provided investment opportunities for Fortune 500 corporations, governments, and some of the world’s most affluent investors. Fostered relationships at the topmost levels while charting and executing value-driven transactions. Business and Market Impact.

• Delivered double-digit growth for multi-billion- and multitrillion-dollar accounts.
• Developed industry-first self-regulated hedge fund vehicle. Saved $12M annually by refocusing the strategy and introducing efficient processes for operations and client services. Opportunity Analysis, Deal Structuring, and Execution.
• Introduced new markets and asset classes for corporations, wealth fund managers, and investors worldwide.
• Captured 100% market share in emerging countries for some of the world’s fastest-growing technology companies.

Appraised budgets and organized financial reports for executives to verify that all business policies were in compliance.

• Designed and assisted clients in their investment goals, examined portfolio performance, forecasted investment risks, and commended applicable asset distribution among various investment units.
• Evaluated clients' overall financial position by reviewing income statements, assets valuation and done detailed cash flow analysis for over 100+ clients through eMoney that enhanced productivity.
• Created RFPs to develop business contacts with potential investors for various companies while resolving their related inquiries.
• Formulated and applied new financial accountability procedures through MoneyGuidepro that effectively increased risk management measures.