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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 |