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CFO | CIO | Board Member | 18+yrs | Family Office | Strategic Leadership | Wealth, Investment & Acquisitions | Biz Excellence | AI | Powering Growth with Expert Financial Stewardship & Strategic Investment Leadership
Seasoned CFO and CIO with 18+ years of experience in family office management, I excel in navigating complex family dynamics, driving strategic growth, fostering long-term wealth preservation, and alignment across generations. My expertise spans family governance, financial and investment oversight, and multi-generational wealth planning, leveraging synergies to drive sustainable growth. Key Strengths: • Strategic Leadership: Driving business growth, improving operational efficiency, and enhancing stakeholder value through data-driven decision-making. • Financial Stewardship: Providing expert financial oversight, managing risk, and optimizing investment returns to maximize ROI. • Wealth Preservation: Developing and implementing strategies for multi-generational wealth transfer, legacy preservation, and philanthropic giving, ensuring a lasting impact. • Operational Excellence: Streamlining processes, leveraging technology, and building high-performing teams to drive scalability and efficiency. What I Bring: • Proven Track Record: Establishing robust governance frameworks and optimizing investment portfolios for HNWI families, yielding measurable results. • Global Perspective: Leveraging extensive experience in cross-border investments and global financial markets to drive informed decision-making. • Collaborative Approach: Passionate about building trusted relationships, promoting financial literacy, and delivering tailored solutions that meet the unique needs of each family office. Core Principles: • Strengthen Financial Resilience: Improve cash flow, optimize capital, and manage risk to ensure financial sustainability. • Drive Profitable Growth: Foster scalable, sustainable cash flow through strategic investments and partnerships, driving long-term growth. • Increase Operational Efficiency: Streamline processes, automate where possible, and bui
EDHEC Business School
MBA, Entrepreneurship/Entrepreneurial Studies
N/A – Present
The ICFAI University, Tripura
Master's Degree, Financial Analysis(CFA Charter)
N/A – Present
Chicago Management Training Institute, Dubai, UAE
Certificate, Project Management
N/A – Present
Biju Patnaik University of Technology, Odisha
Bachelor of Technology (B.Tech.), Mechanical Engineering
N/A – Present
Stellenbosch Business School
Business Sustainability
N/A – Present
Uberwolf Capital
Advisory Board Member
April 1, 2024 – Present
United States
The Chartered Institute for Securities & Investment (The CISI)
Advisory Financial Services Specialist
January 1, 2023 – Present
London, England, United Kingdom · Remote
Sanford Royce
Member of the Board of Advisors
December 1, 2022 – Present
Private Office
CFO / CIO
November 1, 2019 – Present
Global · Hybrid
Dexter Capital Financial Consultancy LLC
Chief Investment Officer/CFO
January 1, 2018 – August 1, 2019
Dubai, United Arab Emirates
KPMG Global Services India
Consultant
January 1, 2015 – July 1, 2015
Delhi, Delhi
QVS IMC.
Associate (Advisory & Investment Management)
January 1, 2014 – December 1, 2017
Luxembourg | Qatar
Air Liquide
Strategy Consultant
May 1, 2013 – July 1, 2013
France
International Engineering Firms
Earlier Career
October 1, 2007 – May 1, 2013
Saudi Arabia, Qatar, UAE, Iran, India · On-site
Excel for Corporate Finance Professionals
June 25, 2026 – Present
CFA Charter
CFA Institute
June 25, 2026 – Present
Project Management
Chicago Mgmt Training Institute
June 25, 2026 – Present
Professional Refresher in Bond & Shares Essentials, Blockchains, Cryptocurrencies, Conduct Rules, Client categories etc.
The Chartered Institute for Securities & Investment (The CISI)
June 25, 2026 – Present
Become a Chief of Staff with Brian Rumao
June 25, 2026 – Present
Strategic Thinking
June 25, 2026 – Present
Python for Students
June 25, 2026 – Present
Mergers & Acquisitions
June 25, 2026 – Present
Bloomberg Market Concepts
Bloomberg
June 25, 2026 – Present
Risk in Financial Services
The Chartered Institute for Securities & Investment (The CISI)
June 25, 2026 – Present
Certificate in Global Securities
The Chartered Institute for Securities & Investment (The CISI)
June 25, 2026 – Present
Certificate in Wealth & Investment Management
The Chartered Institute for Securities & Investment (The CISI)
June 25, 2026 – Present
CISI & SCA License: Financial Analyst, Investment Manager/Chief, Broker Representative & Promoter
Securities & Commodities Authority, Official Account هيئة الأوراق المالية والسلع، الحساب الرسمي
June 25, 2026 – Present
Excel: Power Pivot for Beginners
June 25, 2026 – Present
Succeeding in a New Role By Managing Up
June 25, 2026 – Present
Excel for Investment Professionals
June 25, 2026 – Present
Using Power BI with Excel
June 25, 2026 – Present
Excel: Creating a Basic Dashboard
June 25, 2026 – Present
Financial Modeling Foundations
June 25, 2026 – Present
UAE Financial Rules and Regulations
The Chartered Institute for Securities & Investment (The CISI)
June 25, 2026 – Present
Global Securities
The Chartered Institute for Securities & Investment (The CISI)
June 25, 2026 – Present
Certificate in Advanced Wealth Management
The Chartered Institute for Securities & Investment (The CISI)
June 25, 2026 – Present
Investment Operations Certificate
The Chartered Institute for Securities & Investment (The CISI)
June 25, 2026 – Present
Corporate Finance: Robust Financial Modeling
June 25, 2026 – Present
Ceritificate in International Securities and Investment
The Chartered Institute for Securities & Investment (The CISI)
June 25, 2026 – Present
Real Estate Deal Structuring: Introduction to the Waterfall Framework
June 25, 2026 – Present
Human-Centered Leadership
June 25, 2026 – Present
Guy Kawasaki on Entrepreneurship
June 25, 2026 – Present
Pitching to Investors
June 25, 2026 – Present
Finance Foundations: Business Valuation
June 25, 2026 – Present
Accounting for Managers
June 25, 2026 – Present
Cultural Fit Analysis
The candidate's career trajectory shows a strong focus on finance, investment, and strategic leadership, with significant experience in advisory capacities. While this demonstrates a broad professional background and adaptability across different high-level roles, the target role of 'Software Engineer' represents a significant pivot. The candidate's extensive experience is primarily in financial and business management, not in hands-on software development. This might indicate a cultural fit challenge for a direct software engineering role, though their strategic and project management background could be valuable in a different capacity (e.g., product management, technical program management).
Soft Skills & Operational Fit
The candidate's experience in advisory board roles, CFO/CIO positions, and project management suggests strong leadership, strategic thinking, decision-making, and operational management skills. The descriptions of roles emphasize financial resilience, profitable growth, and operational efficiency, indicating a results-oriented approach. However, the provided data does not offer direct insights into collaboration style, stress handling, or adaptability in a software engineering context.