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Dynamic finance executive with extensive experience at JP Morgan, Goldman Sachs and Morgan Stanley across industries and geographies. Expertise in originating and executing large, complex transactions. Proven mentorship abilities. Demonstrated capabilities with corporate executives and sophisticated private and public investors.

A strategic and results driven treasury executive with 20+ years of experience in multinational corporations. Expertise in capital structure optimization, financial risk management, cash flow forecasting and operational transformation. Proven track record of driving liquidity strategies, managing debt portfolios, and enhancing shareholder value. Known for building high-performing teams, implementing innovative treasury technologies, and navigating complex financial environments. Adept at fostering cross-functional partnerships and aligning financial strategies with organizational goals.

Dynamic sales and business development professional with a successful history of capital raising from high-net-worth individuals, broker-dealers, registered investment advisors, family offices, and smaller institutions. Expertise in diverse investment strategies including private credit, single asset deals, consolidated funds, and Qualified Opportunity Zones. Proven ability to build strong relationships and drive significant revenue growth. Aiming to leverage extensive network and strategic insights to further enhance investment opportunities.

As a gardener I extend that passion to my work, planting the seeds of growth and nurturing them to fruition with a rare ability to align people across the broadest disciplines and across the globe. It’s an unusual approach to a traditional role in which I step between boardrooms and the creative studio, pushing clients and employees to co-create transformative experiences. I have experience in all industries, with a focus on technology and ﬁnancial services, has helped many clients improve their focus on human-centered design internally and for their clients. Energetic, driven, and passionate to a fault, I am admired for my directness, perseverance and loved for my leadership. I have a passion for solving clients business problems and the tenacity to drive internal change at organizations that are ﬁghting it by tearing down barriers. I have decades of experience at Accenture, IBM, Capgemini, Conduent and WPP.

Caroline Cutler Osei

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Vice President, Equity Capital Markets

Vice President, Equity Capital Markets

Associate, Equity Capital Markets

Analyst, Equity Capital Markets

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Bachelor of Arts - Economics And Political Science

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Vice President, Equity Capital Markets

Vice President, Equity Capital Markets

Associate, Equity Capital Markets

Analyst, Equity Capital Markets

Bachelor of Arts - Economics And Political Science

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