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Roger Coleman
CEO
Please consider the following career highlights:  Managed Fortune 500 public & private corporate relationships, and managed assets of up to $26B+.  Advanced ability to build strong and sustainable relationships with clientele across various markets to establish presence and expand business portfolios.  Possess an expansive network of contacts within the financial services/investment industry, as well as with senior corporate executives across various industries.  Expertise in the end-to-end investment/financial planning process from raising assets, financial modeling, and valuation through analysis and management.  Recognized for well-rounded philanthropic background; major benefactor for numerous non-profit and for-profit organizations, including Plan International, TISCH MS Research Center of New York, Tuesday’s Children, and Children’s Aid Society. My broad-based background in finance and operations oversight has allowed me to develop a robust skill set that will be beneficial in this role. I am confident in my abilities and feel that I will be able to contribute my experience and strengths toward achieving organizational goals and objectives.


Finance Operations