Hire Freelance Insurance Experts
Giuliano Giovannetti
Giuliano began his finance career in 1994. As the CEO of an insurance company, he underwrote nearly $10 billion in loans with no losses. As an entrepreneur, he founded internet and real estate startups. He is an expert in business planning, cash flow modeling, valuations, securitization structuring, insurance and banking regulation, and capital management. While advising insurers, he has expanded his expertise in technology and machine learning.
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Arch Mortgage Insurance
Carlo Palmieri
A Wharton MBA graduate, Carlo has led transactions on $10 billion worth of LBO and growth capital deals. He's worked in investment banking, M&A (Deutsche Bank), management consulting (Bain & Company, Oliver Wyman), and corporate development (Lehman Brothers). Carlo leverages his skills in corporate finance, business strategy, and international business development to help companies scale and deliver value for their investors.
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Lehman Brothers
Eric Till
Eric is a financial services professional with 13+ years of experience as a sell-side, buy-side, and startup professional, advising on debt and equity deals from $10 million to over $1 billion. He has deployed more than $2 billion into funds at Apollo across various structures and sectors. During his experience at boutique firms and on his own, he has worked with both large and early-stage companies. Eric wants to work on challenging projects alongside his other small business owner endeavors.
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Eric Till Capital Partners
Shiv Mehta, CFA
A CFA charterholder, Shiv has eight years of experience working across diverse finance verticals. He has facilitated corporate finance deals and fundraising worth more than $1 billion and worked in equity research at Deutsche Bank. He is skilled in writing reports, creating IB and PE pitch books, fundraising, financial modeling, and databases. Shiv enjoys using his diverse experience to assist clients with their challenging problems.
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Kaplan Middle East Professional
Margaryta Pugachova
Margaryta is an ACCA-certified finance professional with 18 years of work experience and a track record of guiding companies' finances through exponential growth from the outset to $70 million + turnovers, execution of M&A deals of $20 million+, and securing $10 million+ debt financing. She began her career as an auditor at Deloitte, rising through private equity to CFO roles in various industries (fintech, adtech, IT). Margaryta is keen to apply her experience to a wide variety of stakeholders.
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PrimoCollect Group
Rich Smolen
Rich, an experienced CFO, has led $500 million in fundraising for three private equity-backed companies and helped sell two of the businesses. His engaging style and desire to learn is fueled by meeting people via freelancing. An expert in the financial services, telecommunications, and technology sectors, Rich has partnered with CEOs, investors, and lenders of companies ranging from early-stage startups to entities with $250+ million in revenue.
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Oasis Financial
Paul Huffman
Paul has completed 90 investment banking assignments with an aggregate value of over $3 billion during a 20-year investment banking career. Paul is also the founder and manager of several start-ups, including driving growth to the INC 500 list at Commodore Leasing, LLC from formation to #193 in 2016. As a freelancer, Paul brings clients his investment banking experience combined with start-up and operating background.
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Commodore Leasing, LLC
Saadat Ali, CPA, FCA
Saadat is a finance executive with 30 years of enterprise leadership experience at Shell, Johnson Controls, and Schlumberger across six countries and three continents. With deep expertise in FP&A, accounting, business planning and management, auditing, and ERM, Saadat has led major initiatives and won the Shell Global CFO Award and JCI's Merit Award. He adds exceptional value to enterprise and team success through collaborative and decisive leadership.
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Tecon Limited
Tim Dudley
Tim is a senior financial expert with extensive experience including BlackRock, Barclays, and E&Y. He's ACA certified with an exemplary record of delivering challenging, complex projects and addressing a company's biggest issues at the board level. His projects include establishing a pricing function valuing $7 trillion of assets, corporate finance activities, regulatory remediations, fund accounting, and system migrations. Tim now freelances to share his expertise with a wider audience.
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BlackRock
Duncan Beatty
Duncan has a passion for startups. He has experience in business and revenue models, asset allocation, budgeting, forecasting, valuations, and pitch decks and fundraising on many projects during his time in Silicon Valley. His MBA from The Wharton School and mechanical engineering degree perfectly complement finance, technology and operational execution. For him, consulting is a rewarding challenge; he helps clients make good financial decisions and grow their companies successfully.
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Finca Tierra Verde SAC
Steven Harper
Steve's managed over 100 M&A and restructuring transactions for a listed financial services group in South Africa, where he gained in-depth buy-side transaction experience, including valuations, due diligence, deal structuring, and transaction agreements. In 2015, he moved his family to the countryside and started his own freelance advisory business, focusing on transaction advisory, strategy, and financial modeling.
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Helmsley Advisory
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