Functional Skills
Corporate Finance
Investor Relations
Market Research
Performance Management
Financial Modeling
Operations Management
Private Equity Investing
Financial Planning & Analysis (FP&A)
Change Management / Org Design
Real World Data (RWD) Strategy
Finance Transformation
Financial Management
Geographic Market Entry
Real Estate Investing
Software Skills
Microsoft Excel
Microsoft PowerPoint
Microsoft Office
Microsoft Excel Macros
Microsoft Word
Certifications
Series 65
Sector Experience
Financial Services
Healthcare
Industrials
Real Estate
Travel & Hospitality
Languages
English
Hindi
Marathi
Notable Clients
IT Services
Mayflower Capital
Private Real Estate Developer
Selina
The World Bank
Big 3 Consulting (MBB)
Top Consulting Firms
Experience
Beehive Financial Management
Management Consulting
Managing Partner
4/2023 - Present
Founded a specialized investment, corporate & personal finance, and capital markets/investor relations advisory firm.
• Provide end-to-end investment, protection, and business solutions to families and small businesses.
• Advise professional investors on key investment controversies within various sectors of the market.
• Structured a $250M Fund vehicle for a middle eastern family-owned real estate developer.
• Crafted a turnaround plan for a highly levered global hospitality company and raised financing.
• Crystallized project financing options for a $7B+ Hydro Power Project on behalf of the World Bank by conducting market sounding of global banks, institutional investors, and sovereign wealth funds.
• Provide end-to-end investment, protection, and business solutions to families and small businesses.
• Advise professional investors on key investment controversies within various sectors of the market.
• Structured a $250M Fund vehicle for a middle eastern family-owned real estate developer.
• Crafted a turnaround plan for a highly levered global hospitality company and raised financing.
• Crystallized project financing options for a $7B+ Hydro Power Project on behalf of the World Bank by conducting market sounding of global banks, institutional investors, and sovereign wealth funds.
AllianceBernstein
Finance
Senior Vice President & Portfolio Manager, Global Real Estate Securities
1/2015 - 3/2023
Managed Global Real Estate portfolios (AUM: $2.5B) by overseeing an international team of six analysts. Sole responsibility for selecting investments within North America. Core Member of Multi-Asset Investment Policy Group (IPG) guiding Asset Allocation across a variety of alternative assets.
•Delivered consistent outperformance of 311bps and portfolio ranked Top Quintile per Morningstar.
•Fundamentally altered investment strategy to concentrate risk allocation to bottom-up investment selection.
•Ensured optimal capital allocation on an ongoing basis reflecting research driven differentiated insights.
•Sought out by management teams and boards to engage on capital allocation and topics relating to ESG.
•Delivered consistent outperformance of 311bps and portfolio ranked Top Quintile per Morningstar.
•Fundamentally altered investment strategy to concentrate risk allocation to bottom-up investment selection.
•Ensured optimal capital allocation on an ongoing basis reflecting research driven differentiated insights.
•Sought out by management teams and boards to engage on capital allocation and topics relating to ESG.
AllianceBernstein
Finance
Sector Leader, Global Financials and Senior Research Analyst, North American Financials
4/2007 - 12/2014
Picked equity investments through fundamental equity research and maintained active coverage of North American Financials and Industrials sectors for Bernstein Value Equities portfolios (AUM: ~$60B).
•Consistently ranked top-5 among 30 analysts on rolling 3-year rolling investment performance over 2011-2014.
•Partnered with global portfolio managers to build financials sleeve of their portfolios.
•Consistently ranked top-5 among 30 analysts on rolling 3-year rolling investment performance over 2011-2014.
•Partnered with global portfolio managers to build financials sleeve of their portfolios.
Washington Mutual Bank
Corporate Strategy & Development
First Vice President, Branch Strategy, Development, & Performance Management
2/2004 - 3/2007
Created and led 20-employee strong branch channel strategy, development, and performance management functions for the Retail Bank (~2,000 branches across US).
•Led a complete turnaround of the branch channel and overhauled allocation of ~$250M in annual capex.
•Redefined branch expansion strategy including market selection, market by market network configuration, and site selection framework for new branch openings.
•Partnered with Corporate Development team to formulate and execute a branch acquisition strategy.
•Led a complete turnaround of the branch channel and overhauled allocation of ~$250M in annual capex.
•Redefined branch expansion strategy including market selection, market by market network configuration, and site selection framework for new branch openings.
•Partnered with Corporate Development team to formulate and execute a branch acquisition strategy.
Boston Consulting Group
Management Consulting
Management Consultant
8/2001 - 1/2004
Advised corporate and private equity clients across diverse industry sectors on strategic and operational issues.
•Developed internal and external growth strategy to double the size of a $600MM enterprise software company. Led to the doubling of client's share-price in 2002 and set it on path to thrive over next two decades.
•Devised market entry strategy for a new sweetener developed by a $5B PE-owned company. Determined price and volume implications of targeting different customer segments. Persuaded client management to target the largest market segment that was previously ruled out by them. Page Two ADDITIONAL EXPERIENCE
•Developed internal and external growth strategy to double the size of a $600MM enterprise software company. Led to the doubling of client's share-price in 2002 and set it on path to thrive over next two decades.
•Devised market entry strategy for a new sweetener developed by a $5B PE-owned company. Determined price and volume implications of targeting different customer segments. Persuaded client management to target the largest market segment that was previously ruled out by them. Page Two ADDITIONAL EXPERIENCE
Independent
Operations
Management Consultant
1/1998 - 8/1999
Led and managed operations consulting engagements at large European multi-nationals on behalf of professors from Harvard Business School (HBS) and Anderson School (UCLA).
ICICI Bank
Management Consulting
Assistant Manager, Business Consulting Division
6/1995 - 12/1997
Helped establish consulting division at ICICI Bank (NYSE: IBN), the largest private sector financial institution in India. Advised large and diverse family-owned businesses on core strategic and operational issues.