BACKGROUND

Harvard MBA with successful track record in business development/consulting.

PROFESSIONAL ACCOMPLISHMENTS

- Created and distributed new asset management products for The Equitable. Sold to pensions and
corporations and wholesaled/managed sales force, adding $50 million in annual revenue within 18 months.

- Sold $1.2 bn in mortgage derivatives in one year to build from scratch a $12 million risk management
business for Morgan Stanley

- As part of a senior consulting team, brought in new Wall Street relationships for McKinsey, helped design
and manage projects generating a new $10 million practice.

- Structured and closed mergers and acquisition transactions:





PROFESSIONAL HISTORY

Northwestern Mutual Financial Network, New York, NY (2009 - present)
Financial Representative - Global Accounts, Insurance and Asset Management

Business development/salesperson. Design and execute trust and estate and succession plans. Manage
risk, assets and wealth transfers for a select clientele of family offices, middle-market businesses, C-level
executives and private investors. Top New York slaesperson for all reps under 5 years. NMFN is the largest
life insurer in the US and manages over $1.2 trillion for its clients.

Alpha Omega Capital Partners, New York, NY (2006 - 2009)
Regional Vice President - Greater New York

Investment banker/NY managing client accounts and handling Greater NY P&L responsibilities. Raised
capital for large and middle-market companies, public and private. Targeted hedge funds, PE firms, banks
and private investors. Negotiated strategic partnerships, conducted mergers and acquisitions and debt and
equity transactions. In turnaround/growth companies, acted as interim CFO/CMO.

Deloitte & Touche, LLP, New York, NY (2003 - 2005)
Senior Manager - Capital Markets

Developed, marketed and sold innovative Capital Markets strategy. Created new C-level Enterprise Risk
Management business combining value-at-risk, governance and strategic operations offerings across the
firm. Managed $1 million plus client engagements including Caledonian hedge funds (forensic accounting/
transition management), The Interpublic Group (Sarbox 404), CSFB (process engineering) and ABN AMRO
(trading and business strategy). Advised senior management on sales approach.

The Brancato-Fritsch Company, New York, NY (1990 - 2002)
Founder & CEO

As contract CFO/COO and senior advisor, consulted to an international clientele. My recommendations
generated over $500 million in annual revenue for
Citigroup, Concerts West, Deutsche Bank, Emigrant
Savings, SEI Medical Sciences, MetLife
, AXA/The Equitable, Rogers Casey Pension Consultants, Spa
Technologies
, Polo Ralph Lauren Jewelry, Pretty Dangerous Films, Travelers, GTE, The Singapore Media
Authority, University of Southern California, Harvard University and Bulk Oil Group, Ltd. (3rd largest
European refinery), various private investors.

McKinsey and Company, New York, NY (1988 - 1989)
Senior Consultant

Consulted to investment banks. Captured new target market including Goldman Sachs, Salomon Bros. and
Paine Webber. Initiated firm's first revenue-side services (product strategy, corporate development,
competitive analysis) for investment banking industry. Managed highly successful client program with
Grumman aerospace improving the company's client relationship business process.

Morgan Stanley and Company, New York, NY (1984 - 1988)
Product Manager - Futures and Options

Developed, marketed and sold derivative products through nationwide sales force of 400. Grew from start-up
a $1.2 billion book of OTC mortgage options, generating approximately $12 million in annual revenue.

Strategic Planner - Financial Planning and Analysis

Provided analyses and designed and executed strategy to recoup 4 points in lost market share in the
company's highly profitable M&A business, launching several new trading businesses including derivatives
and junk bonds.

Bankers Trust Company, New York, NY (1982 - 1983)
Strategic Planner. Promoted to Loan Officer/AVP.

Executed and structured complex financings, including tax, accounting, risk management and offshore
structures, for clients and the bank itself. Developed RAROC, innovative risk management program that still
serves as industry standard. Designed corporate finance deals for automotive clients. Brought in Daimler
Benz account.

EDUCATION / CREDENTIALS

Harvard Business School, Cambridge, MA
MBA, Finance and Marketing

- Godfrey Cabot Fellow; Herman Muehlstein Foundation Scholar
- Summer Intern, South Asia Country Programs / The World Bank

Hunter College, New York, NY
BA, Psychovisual Physics and Economics - National level gymnast

Worked full-time as Manager/Member of the Board of Directors,
New York Health and Racquet Club.
Personally sold over $1.5 million in memberships in the first 18 months. Managed sales force and served as
operating manager for showcase club on East 50th Street.


AFFILIATIONS

Faculty Member Graduat College of Arts and Sciences -- University of Southern California (innovation studies
and creative writing) and Stony Brook Southampton College
Member New York Society of Security Analysts - Certified Financial Analyst III Candidate
Series 7 and 63 licensed; Life and Health insurance licensed; CLTC


PAULA BRANCATO
- Orchestrated $50 million sale of entertainment firm with less than $2 million in annual revenue
- Circled $150 mm in junk bonds and managed US investor relations during $150 million IPO of
bankrupt German oil refinery
- Sold Polo Ralph Lauren Jewelry in turnaround to Napier