
Gerard W.
Director at Exos
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"The only way to do great work is to love what you do" - Steve Jobs.
I am an accomplished investment banking and business development professional, having held strategic senior
management roles such as Head of Equities, Head of Customer Relationship Management, and Director of
Investment Banking. Throughout my career, I have raised capital for private equity and alternative investments,
cultivated crucial institutional relationships, and consistently achieved top rankings in sales. My academic
background includes an MBA with dual majors in Marketing and Finance from Pace University. I have expanded
my expertise through certifications in Blockchain Applications and Alternative Investments, while also focusing on many sustainable innovations and ESG.
My skill set encompasses strong proficiency in C-Level Relationship Management, Financial Analysis, Sales
Team Leadership, and an in-depth understanding of financial products.
I am involved with Covenant House of Newark NJ and other charitable causes
Private investments include: Figure Technologies, Chain Reaction, Gemini and Accrete AI
Areas of Expertise:
Investment Banking
Sales and Account Management
C-Level Relationship Management
Financial Analysis
Alternative Investments
Private Equity
Venture Capital
Leadership and Team Management
Strategic Planning
Client Relationship Management
Industry Networking
New Business Development
To know more about me or how I can help you or your business, contact me at [email protected]
Work Experience
Director
Exos
Jan 2023 - Present
3 yrs 3 mos
Manager of Individual Giving and Business Development - Volunteer
Covenant House New Jersey
Aug 2018 - Present
7 yrs 8 mos
Education
Pace University - Lubin School of Business
Dual Major: Marketing and Finance
SUNY Oneonta
Geology/Earth Science
Skills
Blockchain Analysis
C Suite
Client Services
Key Performance Indicators
Building Long-Term Relationships
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