Experience

Castle Placement

• United States
• Investment Banking
• 1 - 100 Employee

• Managing Director

  • Jul 2023 - Present

  New York, New York, United States Castle Placement raises equity and debt capital for private companies and funds, utilizing a robust, data-driven technology platform.



Biltmore Savings Consultants, LLC - Management Consulting

• Business Consulting and Services

• Top Problem Solver - Revolutionizing Business Operations w/Vision, Strategy, Workflows & Automation

  • Nov 2020 - Present

  New York, United States ▶︎ 𝗪𝗛𝗔𝗧'𝗦 𝗧𝗛𝗘 𝗣𝗥𝗢𝗖𝗘𝗦𝗦?: • We have an initial call to discuss your area(s) of concern. • We share IF and HOW we can help with our services. 𝗙𝗼𝗿 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗶𝗻𝗴: • We carefully analyze current business operations. • Interview key stakeholders to validate understanding. • Create current and proposed workflows, identifying short-comings and improved processes as envisioned. • Develop plan for phased hiring of staff (if… Show more ▶︎ 𝗪𝗛𝗔𝗧'𝗦 𝗧𝗛𝗘 𝗣𝗥𝗢𝗖𝗘𝗦𝗦?: • We have an initial call to discuss your area(s) of concern. • We share IF and HOW we can help with our services. 𝗙𝗼𝗿 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗶𝗻𝗴: • We carefully analyze current business operations. • Interview key stakeholders to validate understanding. • Create current and proposed workflows, identifying short-comings and improved processes as envisioned. • Develop plan for phased hiring of staff (if applicable) and budget needed. 𝗙𝗼𝗿 𝗮𝗻𝘆 𝗼𝗳 𝗼𝘂𝗿 𝗙𝗶𝗻𝗧𝗲𝗰𝗵 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀: • We schedule a meeting with our Subject Matter Expert (SME) to discuss the solution and answer all of your questions. ▶︎ 𝗘𝗫𝗣𝗘𝗖𝗧𝗘𝗗 𝗢𝗨𝗧𝗖𝗢𝗠𝗘𝗦: • You will have a more effective and efficient operation. • Your staff and your clients will thank you. ▶︎ 𝗥𝗘𝗖𝗢𝗠𝗠𝗘𝗡𝗗𝗔𝗧𝗜𝗢𝗡𝗦: • "Gary is a can do leader and highly skilled driving teams to execute business initiatives..." • "Gary was a thought leader as well as a solid manager as he built a highly efficient department..." • "Gary is a very detailed and focused professional..." • "Gary is one of those people who stands out in a group because he listens before he speaks..." Show less



BILTMORE SAVINGS CONSULTANTS, LLC - EMPLOYEE FINANCIAL WELLNESS | DIGITAL BANK W/PAY ANY-DAY

• Financial Services
• 1 - 100 Employee

• EMPLOYEE FINANCIAL WELLNESS w/ PAY ANY-DAY (EWA), DIGITAL BANK ACCOUNT W/GLOBAL ATM ACCESS

  • Oct 2021 - Present

  United States ▶︎𝗪𝗛𝗔𝗧 𝗜𝗦 𝗢𝗨𝗥 𝗣𝗔𝗬 𝗔𝗡𝗬-𝗗𝗔𝗬 𝗦𝗢𝗟𝗨𝗧𝗜𝗢𝗡: • Grant your Employees access (at no cost to you) to their earned wages (up to 50%) between pay periods. • We partner with a digital FinTech company that is truly dedicated to empowering hourly workers. • 80% of employees want access to earned wages between pay periods, so they can resolve immediate cash needs. You can meet this need with our solution. ▶︎ 𝗘𝗫𝗣𝗘𝗖𝗧𝗘𝗗 𝗢𝗨𝗧𝗖𝗢𝗠𝗘𝗦: • In today's competitive… Show more ▶︎𝗪𝗛𝗔𝗧 𝗜𝗦 𝗢𝗨𝗥 𝗣𝗔𝗬 𝗔𝗡𝗬-𝗗𝗔𝗬 𝗦𝗢𝗟𝗨𝗧𝗜𝗢𝗡: • Grant your Employees access (at no cost to you) to their earned wages (up to 50%) between pay periods. • We partner with a digital FinTech company that is truly dedicated to empowering hourly workers. • 80% of employees want access to earned wages between pay periods, so they can resolve immediate cash needs. You can meet this need with our solution. ▶︎ 𝗘𝗫𝗣𝗘𝗖𝗧𝗘𝗗 𝗢𝗨𝗧𝗖𝗢𝗠𝗘𝗦: • In today's competitive hiring market, you can use this Financial Wellness Benefit to attract and retain staff. • Reduce turnover. • Higher level of engaged employees as they see you providing a service that matches their life needs. ▶︎ 𝗪𝗛𝗔𝗧 𝗖𝗟𝗜𝗘𝗡𝗧𝗦 𝗦𝗔𝗬: “I had an unexpected emergency medical situation with my daughter. It was nice to be able to tap into my earned wages to cover that expense...love this product.” - Employee “… I appreciate what you do for my people.” - HR Manager Show less



Biltmore Savings Consultants, LLC - ACCOUNTS PAYABLE AUTOMATION

• Financial Services
• 1 - 100 Employee

• ACCOUNTS PAYABLE AUTOMATION w/ ELECTRONIC PAYMENTS, VIRTUAL CARDS - PCI & SOC 2 Compliant

  • Nov 2020 - Present

  New York, United States ▶︎ 𝗪𝗛𝗔𝗧 𝗜𝗦 𝗔𝗖𝗖𝗢𝗨𝗡𝗧𝗦 𝗣𝗔𝗬𝗔𝗕𝗟𝗘 𝗔𝗨𝗧𝗢𝗠𝗔𝗧𝗜𝗢𝗡: •Our partner has created an award-winning electronic payment solution that can handle 100% of your payments and easily integrate with your current ERP. •Currently the AP system is used by more than 10,000 corporate clients, including world leading brands. ▶︎ 𝗘𝗫𝗣𝗘𝗖𝗧𝗘𝗗 𝗢𝗨𝗧𝗖𝗢𝗠𝗘𝗦: •Receive monthly rebates and rewards on payments made with our automated payables system. •Transform your AP… Show more ▶︎ 𝗪𝗛𝗔𝗧 𝗜𝗦 𝗔𝗖𝗖𝗢𝗨𝗡𝗧𝗦 𝗣𝗔𝗬𝗔𝗕𝗟𝗘 𝗔𝗨𝗧𝗢𝗠𝗔𝗧𝗜𝗢𝗡: •Our partner has created an award-winning electronic payment solution that can handle 100% of your payments and easily integrate with your current ERP. •Currently the AP system is used by more than 10,000 corporate clients, including world leading brands. ▶︎ 𝗘𝗫𝗣𝗘𝗖𝗧𝗘𝗗 𝗢𝗨𝗧𝗖𝗢𝗠𝗘𝗦: •Receive monthly rebates and rewards on payments made with our automated payables system. •Transform your AP Department from a Cost to a Profit Center. ▶︎ 𝗪𝗛𝗔𝗧 𝗖𝗟𝗜𝗘𝗡𝗧𝗦 𝗦𝗔𝗬: “With virtual card payments, there are no checks to reconcile and the risk of fraud is eliminated. It saves a tremendous amount of time.” “Utility payments are a unique beast, and we needed total control over the execution of our transactions. We were pleasantly surprised by how seamless it’s all been..." “To this day, I smile every time I process payables because the process is so simple.” Show less



Biltmore Savings Consultants, LLC - Interested to learn more? Book 15 minutes

• Business Consulting and Services

• INTERESTED TO LEARN MORE...CLICK LOGO ON LEFT...

  • Nov 2020 - Present

  New York, United States 𝗜𝗡𝗜𝗧𝗜𝗔𝗟 𝗖𝗢𝗡𝗦𝗨𝗟𝗧𝗔𝗧𝗜𝗢𝗡: In a 15 minute call we can explore your areas of concern and discuss how we can be of service. 𝗘𝗫𝗣𝗘𝗖𝗧𝗘𝗗 𝗢𝗨𝗧𝗖𝗢𝗠𝗘𝗦: After our session we will have a definitive road-map in place for next steps on the path to improve your business operations. 𝗖𝗟𝗔𝗜𝗠 𝗬𝗢𝗨𝗥 𝗦𝗘𝗦𝗦𝗜𝗢𝗡: Click LOGO to the left of "INTERESTED TO LEARN MORE" text above to take you to my DISCOVERY SESSION BOOKING PAGE here on LinkedIn.



TIAA

• United States
• Financial Services
• 700 & Above Employee

• Vice President (Nuveen)

  • Jan 2017 - Nov 2020

  730 Third Avenue • Assembled and directed a team of 15 professionals (located in New York, Charlotte, and Mumbai-India), responsible for Nuveen's Market Data Services and Investment Data Reporting. • Streamlined data reporting and invoice processing by developing/installing key performance indicators (KPIs), and automating workflows. • Significantly improved access to varied investment data across the firm’s 100+ funds and annuities by directing the design and implementation of a multi-million-dollar data… Show more • Assembled and directed a team of 15 professionals (located in New York, Charlotte, and Mumbai-India), responsible for Nuveen's Market Data Services and Investment Data Reporting. • Streamlined data reporting and invoice processing by developing/installing key performance indicators (KPIs), and automating workflows. • Significantly improved access to varied investment data across the firm’s 100+ funds and annuities by directing the design and implementation of a multi-million-dollar data warehouse. • Added scale to team's capacity by designing functionality and process flows to support internal client self-service, as well as a subscription process providing straight-thru-processing of requests.

• Director

  • Jun 2012 - Jan 2017

  Greater New York City Area

• Independent Consultant

  • Aug 2011 - Jun 2012



SS&C GlobeOp

• United Kingdom
• Financial Services
• 700 & Above Employee

• Director

  • May 2010 - May 2011

  New York City Metropolitan Area • Significantly lowered the overall risk level of the Firm through several key initiatives.



BNY Mellon (IVY ASSET MANAGEMENT)

• Director

  • Sep 2003 - May 2010

  • Materially enhanced the effectiveness and capacity of the Firm’s operations through consolidation of functions, organization, reporting, and automation, creating scale in support of its rapid growth from $6Billion to $16Billion in AUM.



Citi

• Mexico
• IT Services and IT Consulting
• 100 - 200 Employee

• Vice President

  • Jan 1990 - Mar 1999

  New York, New York, United States Worked in several increasingly responsible positions, managing teams of up to 100+ full-time and part-time employees.