Managing Director
Manage Affairs of Investment Bank
Total years of experience :34 years, 6 Months
Helping public and private companies manage their financial and business structures
• Raise Capital on the global stock and fixed income markets for Eastern European Companies
Managing Director Products and Strategy
OTP Investments Hrvatska d.o.o.
Create new global investment product platforms
• Manage institutional
Senior consultant to numerous Asian companies and business leader
• Perform complex business analysis and due diligence on new acquisitions of companies and
product lines
• Lead teams of change management on existing businesses
• Train staff on new product lines, financial management and sales processes.
• Oversee the process of a subsidiaries that move from private to public including sourcing and
supervising external investment banking firms, law firms, accounting firms and other hired
consultants.
• Provide advice to senior management on all accounting, financial reporting and legal issues
involving global stock exchanges.
Act as company representative with global business leaders
• Perform complex business analysis on new acquisitions of companies and product lines
• Lead teams of change management on existing businesses
• Train staff on new product lines, financial management and sales processes.
• Oversee the process of any subsidiaries that move from private to public including sourcing and
supervising external investment banking firms, law firms, accounting firms and other hired
consultants.
• Provide advice to senior management on all accounting, financial reporting and legal issues
involving global stock exchanges.
Advised senior management of major investment firms in Canada and the US on their current
business models and worked on developing new ones.
• Completed business plans, market research and proforma financials on new business units
• Developed SOP, business process and marketing campaigns for implementation and operational
guidelines for new business units..
Found potential gaming projects globally for the company including negotiation of
management contracts with casino management and property ownership.
• Developed business plan overview for each project including financial projections and cash
flow analysis.
Senior Partner of an investment Investment Team was in top 10% of all investment advisors
at Raymond James and was top insurance producer.
Managed individual clients for firm and expanded client base from $20 Million of assets
given by firm to over $150 Million
Assisted President and Senior Staff with all administrative and financial analysis as needed.
• First point of contact for individual clients of the President
: