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Management Consulting Senior Consultant
Management Consulting Senior Consultant
New mentor!
Member since 2025
  • New York City
  • Boston
  • ,
  • Jersey City
  • ,
  • New York City
  • ,
  • Other
  • ,
  • Washington D.C.
About the mentor

Dynamic finance leader with a proven track record of transforming financial strategy into measurable business growth. Formally credit trained by Wells Fargo and Royal Bank of Scotland, with deep expertise in strategic planning, M&A, liquidity optimization, risk management, and P&L leadership. Experience across top-tier investment firms (JP Morgan, Fidelity Investments), specializing in asset-based lending, cash-flow / EBITDA valuation, M&A in the discount broker-dealer industry, and mezzanine / middle market growth financing with a consistent track record of delivering impact deals and strategic financial solutions.

- $10M+ capital raised for small businesses and entrepreneurs, fueling 75+ new ventures and double-digit revenue growth.
- Led multi-billion-dollar balance sheet management and capital projects at Fidelity Investments, delivering cost savings of up to 20% ROI.
- Spearheaded financial turnarounds and digital transformations, including a 180% revenue increase and 25% cost reduction as CFO/COO of a growth-stage firm.

Recognized for the Gold Star Award (2024) and a reputation for strategic advisory that drives profitability, I bring a rare blend of Wall Street rigor and entrepreneurial agility. Passionate about empowering teams, strengthening stakeholder confidence, and leveraging financial analytics to guide C-suite decision-making.

Expertise
  • Investment Banking
  • Consulting
  • Commercial Banking
  • Corporate Finance
  • Corporate Strategy
  • Non-profit
  • Risk Management
What is WSO Academy?

Intense 12-week program to dramatically improve your odds at landing a high finance offer.

  • Lifetime access to exclusive networking resources and support community to help you land interviews.
  • 300+ hours of courses to train and polish your skills to help ace your interviews.
  • Direct calendar access to our most helpful 120+ Head Mentors.
Why Anonymous?

Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

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