Business Consulting
As a business consultant with a diverse and successful career in sales, product development, and entrepreneurship, I am well-equipped to offer valuable advice and management skills to companies seeking to overcome complex and abstract problems.
Throughout my career, I have demonstrated an ability to think critically and creatively, finding solutions that others may not see. This skill has proven invaluable in a variety of contexts, such as negotiating important contracts, managing staff, developing marketing strategies, and even selling businesses.
Business Sale
Negotiating the sale of the business of EM Applications Ltd to Sapiat Ltd at a premium price.
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Product Development
Launching innovative investment products, including the first open-ended fund to use CPPI, which raised more than £100m in assets.
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Market judgement
Converting the asset allocation of a cautious managed fund at a key time, resulting in the fund surpassing £1bn in assets.
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Business Sale
Negotiating the sale of the business of EM Applications Ltd to Sapiat Ltd at a premium price.
Back Title Goes Here
More information goes here
Product Development
Launching innovative investment products, including the first open-ended fund to use CPPI, which raised more than £100m in assets.
Back Title Goes Here
More information goes here
Market judgement
Converting the asset allocation of a cautious managed fund at a key time, resulting in the fund surpassing £1bn in assets.
Back Title Goes Here
More information goes here
I have had particular success in the following areas:
- Negotiating the sale of the business of EM Applications Ltd to Sapiat Ltd at a premium price.
- Launching innovative investment products, including the first open-ended fund to use CPPI, which raised more than £100m in assets.
- Converting the asset allocation of a cautious managed fund at a key time, resulting in the fund surpassing £1bn in assets.
- Launching and growing several businesses, including Advanced Portfolio Technologies (UK) Ltd, FactSet (UK) Ltd, EM Applications Ltd, and Consulting AM Ltd, all of which generated significant profits in their first year.
- Generating £1m+ in commissions as a vice-president of institutional sales at Merrill Lynch and Drexel Burnham.
- Researching and writing a proposal for the community asset transfer of council property used by a sea cadet unit, resulting in a favorable lease settlement.
- Leading marketing compliance efforts to ensure that financial promotions fully met ethical and regulatory standards while also facilitating sales.
- I am also adept at utilizing new AI engines such as ChatGPT to deliver solutions more efficiently and quickly, reducing the overall hours of consulting time required to complete a project.