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Work Background
MicroSave - Financial Inclusion ConsultingGlobal Lead, Strategic Initiatives and Business Development
Sep. 2020 - Mar. 2025Washington DC-Baltimore AreaOrchestrate strategic and business development initiatives across a 250+ person consulting firm specializing in social, financial, and economic inclusion. Serve as a strategic thought leader to domain leads, mentor global leadership across Asia and Africa, and spearhead strategic relationships. Featured accomplishments: ➟ Overhauled the proposal development process and increased success value by 300%. ➟ Created a centralized database to streamline operations and skyrocketed cross-functional communication. ➟ Increased brand awareness for emerging domains and cultivated strategic partnerships within niche markets.
MicroSave - Financial Inclusion ConsultingGlobal Insights Manager
Aug. 2017 - Sep. 2020Washington DC-Baltimore AreaEnhanced MSCs presence among US-based financial inclusion donors. Triangulated global insights to inform concept and program design and improved the organization’s value proposition. ➟ Presented on the topics of financial inclusion at conferences and events including World Bank, ID4D Conference, Mastercard SoFI, etc. Developed a network of niche donors and strategic partnerships. ➟ Traveled biannually to Asia and Africa to provide project support in the implementation of research tools, analyzed data, conducted focus groups, and contributed to the writing of project deliverables.
Valuation Services, Inc.Director of Business Valuations
Dec. 2011 - Aug. 2017Washington D.C. Metro AreaHelmed in-depth financial analysis, financial forecasting, due diligence, and industry/economic benchmarking for small to mid-market companies. Built advanced valuation models, conducted financial and ratio analyses, and authored sound valuation reports for submission to regulatory bodies. ➟ Valued tangible and intangible assets using income, market, and asset-based approaches for financial and estate tax reporting, divorce and shareholder litigation, and share buybacks.
➟ Cultivated relationships with attorneys, executive management, and private equity fund managers to drive business development producing 30% of billed engagements. Increased divorce litigation new business by 50%.
Business and Finance ConsultingMicrofinance Consultant
May. 2011 - Dec. 2011Chisinau, MoldovaProvided capacity-building and development services to financial institutions and stakeholders across the agricultural finance ecosystem serving farmers and agri-enterprises in Eastern Europe and Caucasus region. Conducted primary and secondary research for proposals, project reports and deliverables.
U.S. Small Business AdministrationSmall Business Investment Corporation (SBIC) Analyst
May. 2010 - May. 2011Washington DC-Baltimore AreaAnalyzed track record of fund manager applicants, examined underlying credit of fund, proposed capital structure, investment strategy, interest coverage ratios, evaluated risks associated with the proposed fund’s strategy, and prepared written recommendations for presentation to the SBA Agency Investment Committee.
MicroRateConsultant
Apr. 2010 - Aug. 2010Arlington, VirginiaAnalyzed 78 microfinance investment vehicles (MIVs) domiciled in the US and overseas including asset and debt rations, assets under management, geographic concentration, and portfolio composition to generate insights for the investor community. Authored the State of Microfinance Investment: the 2010 MIV Survey
Valuation Services, Inc.Business Valuations Manager/Analyst
Aug. 2006 - Sep. 2009Rockville, MarylandCertified by the American Society of Appraisers as a business valuator and qualified as an expert witness to give testimony of defensible valuation reports. ➟ Spearheaded a team of 8 analysts and enhanced and developed work product by conducting quality control, and assessing/adopting technical concepts and advanced practices at the forefront of the valuation industry.
➟ Returned to organization as Director of Business Valuations post international consulting sabbatical.
UBSAssociate, Managed Accounts
May. 2001 - Aug. 2003Greater New York City AreaWorked with a network of 8,500 Paine Webber broker-dealers to recommend proprietary separately managed account products (Multi Asset Portfolios), and tailored wealth management proposals for high net worth clients.
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