Managed as CEO a private bank with $50 billion AuM, $350 million revenue, 1000 employees in 16 domestic and international locations.

Founder and CEO of a structured products business that grew from greenfield to $10 bn AuM in guaranteed funds and equity and fixed income linked notes.

Led an equity capital markets division with responsibility for risk arbitrage, corporate equity and debt origination and financial structuring.

Opened and supervised several new financial operations and offices in countries such as Italy, Spain, Israel, UK, Germany, Hong Kong, China, USA.

Chair multiple boards, strategic, compensation, risk, compliance and audit committees under multiple jurisdictions and regulatory frameworks.

Developed from greenfield as an entrepreneur a US based oil & gas production business with cleantech and marketplace services.

Developed from greenfield as an entrepreneur a US based biotech business with strategic partnerships with Baylor College of Medicine and Duke University.

• Case or merger of 2 asset managers with complementarity and overlap
• Case of legacy debt portfolio with financial risk exposure
• Case of service and organizational innovation management
• Case of equity financing, scale up an industrial business
• Case of a university technology IP portfolio

• Independent entrepreneur in the energy sector in the UK and USA in the oil & gas and hydrogen services including cleantech and marketplace.
• Independent entrepreneur in the biotech sector in the USA in the field of humanized mice and gene & cell therapy for inborn liver disorders.
• Independent advisor in Europe on financial investments, M&A, strategy and governance.
• Multiple board memberships in the energy, biotech, consulting and real estate sectors.

• Value proposition review
• Structuring 
• Corporate governance review
• Sustainability (ESG profitability)
• Corporate strategy review
• Financial risk mitigation
• Financial plan review
• Funding
• Deal strategy review
• Financial functions set-up and review
• Growth and innovation strategy review
• Compliance review
• HR policies performance review
• Family business succession
• Family affairs governance & management