Welcome to Brazen Careerist!

About Me

PROFESSIONAL EXPERIENCE
Himelsein Mandel Fund Management
Metropolitan Advisory Group, LLC, New York City
(Asset Backed Lending/Premium Finance)
Managing Partner June 2006 - Present
• Consulting on large strategic insurance transactions for wealthy families and individuals
• Managed six member insurance sales team specializing in traditional, premium finance and life settlements
• Facilitated the underwriting and premium financing of $50mm across Universal, Whole, and Term life insurance
• Facilitated the settlement of $60mm in policies in the secondary market
• Managed and developed strategic relationships with multiple banks, hedge funds, and institutions (domestic and international)
• Performed extensive industry analysis prior to the economic downturn to allow our firm to secure financing and continue to bring in new clients during the 3rd and 4th quarters of 2008
• Developed a network of insurance brokers, attorneys, accountants, and wealth advisors numbering over one thousand people
Goldman, Sachs & Co., New York City
Institutional Sales, Consultant Relations August 2002 - April 2006
Clients: CalPERS, CalSTRS, Callan, Mercer, CRA RogersCasey, Wilshire, GM, IBM, Utah Retirement System, Honeywell, ITT,
Raytheon, and over 100 Institutional Consultants and clients
• Senior member of highly entrepreneurial team of eleven and reported directly to a Managing Director, Senior Relationship Manager
• During the fiscal years 2002-2006, was instrumental in increasing the division’s asset growth from $200b to over $500b in assets
• Involved in all aspects of consultant relations, sales and client service for over ten Goldman Sachs Asset Management and three Merchant Banking areas including Real Estate, Hedge Funds, and Private Equity Funds (direct and fund of funds), Infrastructure, Equities, and Fixed Income (domestic and international)
• Extensive cross functional experience with various areas including: portfolio and product management, sales, business development, legal, compliance, marketing, and implementation
Goldman, Sachs & Co., New York City
Financial Analyst, Institutional Business Development, Public Funds July 1999 - 2002
 Member of a sales team that focused on building and maintaining relationships with Public Funds on the West Coast and throughout
the Northeast in excess of $1b
• Monitored and analyzed current and prospective client activity and strategically positioned our products
• Responded to requests for proposals
• Prospected, designed and developed presentations and pitch books
• Conducted industry research and competitive analysis
• Prepared weekly and monthly client correspondence
• Delivered client service and served as a contact for mid market clients
• Co-wrote and developed Public Fund Marketplace business plan for 1999 and 2000
• Prepared and presented in client portfolio reviews and product pitches
• Solicited new business and educational initiatives
• Worked with internal teams to address sales and client service issues
Designers Capital Inc., New York City
Assistant to Vice President of Sales and Marketing June1991 August 1995
(5 summers)
 Member of special team responsible for mergers and acquisitions totaling $47mm
• Conducted financial analysis on a transactions effect on the company’s financial position
• Performed industry analysis to provide the framework for the financial structure of a transaction
• Worked with outside financial agencies to provide favorable credit ratings for the new companies
• Created marketing and sales materials for the acquisitions
• Analyzed prospective companies’ financial statements

FUNDRAISING/COMMUNITY INVOLVEMENT
Chairperson, Young Professionals Committee, Project Morry (formerly Morry’s Camp)
Project Morry is a 501(c) 3 not-for-profit; mission focuses on year-round youth development anchored by a residential summer camp with an educational concentration.

Since its inception in 1996, 100% of the participants who have completed the educational component have graduated high school on time (national average is less than 50%); 100% go on to pursue higher education, military service, or join the work force.

During the last 6 years, this committtee has raised more than $60k through our annual fundraiser. The committee has grown from 8 to 20 people. In this past year alone, we have raised over $14k, added 4 new committee members, and trained more than 20 new coaches.
October 2003 - Present
Community Advocate, Bedford-Stuyvesant Restoration Corporation
Organization provides academic, adult, and community support to urban youth in need of out-of-school services May 2009 - Present
Participated in the Catholic Big Brother/Big Sister Program; served as mentor to an adolescent male October 1999 – August 2001
Coached soccer and hockey at a day camp for underprivileged children ages 5 - 13 June 1998 – August 1999
Worked with children diagonosed with ADD at Camp Hillard-White Plains, a summer day camp June 1995 - August 1997
Activities Coordinator, supervised team of 9 at the Ronald McDonald House; focus was on entertainment
and outside programming for terminally-ill children and their families September 1990 – June 1995
EDUCATION
Muhlenberg College Allentown, PA August 1995 May 1999
Major: Psychology, Bachelor of Arts
Attended The Horace Mann School (nursery through high school) New York, NY
PROFESSIONAL SKILLS
Effective organizational fundraiser, public speaker, and community event planner; proficient in MS Word, MS Excel, MS PowerPoint, Word Perfect, Bloomberg, Mobius, Lexis Nexis, and Milliman

Work History

• Metropolitan Advisory Group, LLC
• Managing Partner
• June 2006 to July 2009

• (Asset Backed Lending/Premium Finance)
  • Consulting on large strategic insurance transactions for wealthy families and individuals
  • Managed six member insurance sales team specializing in traditional, premium finance and life settlements
  • Facilitated the underwriting and premium financing of $50mm across Universal, Whole, and Term life insurance
  • Facilitated the settlement of $60mm in policies in the secondary market
  • Managed and developed strategic relationships with multiple banks, hedge funds, and institutions (domestic and international)
  • Performed extensive industry analysis prior to the economic downturn to allow our firm to secure financing and continue to bring in new clients during the 3rd and 4th quarters of 2008
  • Developed a network of insurance brokers, attorneys, accountants, and wealth advisors numbering over one thousand people

• Goldman, Sachs & Co.
• Associate
• August 2002 to April 2006

• Institutional Sales, Consultant Relations
  Clients: CalPERS, CalSTRS, Callan, Mercer, CRA RogersCasey, Wilshire, GM, IBM, Utah Retirement System, Honeywell, ITT,
  Raytheon, and over 100 Institutional Consultants and clients
  • Senior member of highly entrepreneurial team of eleven and reported directly to a Managing Director, Senior Relationship Manager
  • During the fiscal years 2002-2006, was instrumental in increasing the division’s asset growth from $200b to over $500b in assets
  • Involved in all aspects of consultant relations, sales and client service for over ten Goldman Sachs Asset Management and three Merchant Banking areas including Real Estate, Hedge Funds, and Private Equity Funds (direct and fund of funds), Infrastructure, Equities, and Fixed Income (domestic and international)
  • Extensive cross functional experience with various areas including: portfolio and product management, sales, business development, legal, compliance, marketing, and implementation

• Goldman, Sachs & Co.
• Analyst
• July 1999 to July 2002

•  Member of a sales team that focused on building and maintaining relationships with Public Funds on the West Coast and throughout
  the Northeast in excess of $1b
  • Monitored and analyzed current and prospective client activity and strategically positioned our products
  • Responded to requests for proposals
  • Prospected, designed and developed presentations and pitch books
  • Conducted industry research and competitive analysis
  • Prepared weekly and monthly client correspondence
  • Delivered client service and served as a contact for mid market clients
  • Co-wrote and developed Public Fund Marketplace business plan for 1999 and 2000
  • Prepared and presented in client portfolio reviews and product pitches
  • Solicited new business and educational initiatives
  • Worked with internal teams to address sales and client service issues

Education

• Muhlenberg Collage
• BA, Psychology, Entrepeurnial Studies
• 1995 - 1999