
CEO Global Stock Lending Direct
Greater Philadelphia Area

CEO Global Stock Lending Direct
Greater Philadelphia Area
Executive with Finance, Sales and Marketing and General Management experience in the Insurance, Management Consulting and Financial Services industries.
Current focus is on growing our profitable, private finance company that specializes in lending against publically traded stock and stock portfolios. Our programs allow you to borrow against the value of your publicly traded securities without the risk of a margin call. High LTV (us to 85%), non-recourse loan structure.
You get to use the value tied up in your stocks without selling, keep the upside stock appreciation and minimize the downside risk.
Loans from $50,000 to $100,000,000.
We are also launching a new limited partnership (hedge fund) to raise additional capital to support lending operations. This is an over collateralized, liquid lending operation that is highly profitable.
To learn more visit us at www.globalstocklending.com or send me an email at Roel@globalstocklending.com
Asset based lending solutions; specifically lending against publically traded stocks (including restricted stocks). Learn how to use stock lending as a financial planning tool.
Employee benefits design and strategy (retirement plans, health and welfare programs, executive compenstaion programs and outsourcing solutions) - global client team management, merger and acquisition strategy and integration suppport.
Sales channel development and integration
(Privately Held; 1-10 employees; Financial Services industry)
February 2006 — Present (3 years 6 months)
Global Stock Lending Direct, Inc. specializes in structuring loans using publicly traded stocks as collateral. We offer a range of solutions including; non-recourse and non-callable loans, LTV to 90%, choice of fixed or variable interest rates, loan terms to 20 years.
For more information visit our web site www.globalstocklending.com or call me at 215-858-8659
(Privately Held; 1-10 employees; Investment Banking industry)
January 2001 — Present (8 years 7 months)
Company is the manager of a hedge fund (Global Stock Lending Direct Investors, 2008) that provides financing to the stock lending company and provides a vehicle for investors to participate in the earnings of the stock lending business as well as other asset based lending opportunities.
(Privately Held; 1-10 employees; Financial Services industry)
June 2004 — May 2008 (4 years)
Work with clients and prospects to identify solutions to asset based lending needs. HedgeLender is an asset based lender that focuses exclusively on lending against publically traded stocks held by individual and institutional investors
(Privately Held; 51-200 employees; Management Consulting industry)
March 2005 — March 2006 (1 year 1 month)
Director of Sales and Marketing for regional employee benefits consulting firm focused on retirement actuarial consulting, Health and Group benefits consulting and benefits outsourcing.
(Public Company; 10,001 or more employees; MMC; Management Consulting industry)
April 1997 — February 2001 (3 years 11 months)
Client Manager, National Accounts. Responsible for developing and managing global consulting relationships with Fortune 500 companies
(Privately Held; 5001-10,000 employees; Management Consulting industry)
March 1990 — April 1997 (7 years 2 months)
Senior healthcare and group benefit consultant working with Fortune 1000 companies on design and financing of employee benefit program. Designed managed care plans and managed vendor selection process. Press spokesman for the Philadelphia office. Lead training and development program for the Health and Group Practice consulting staff (10 professionals).
A. Foster Higgins and William M. Mercer, Incorporated merged April 1997
(Public Company; 5001-10,000 employees; Insurance industry)
September 1984 — March 1990 (5 years 7 months)
Over 7 years, held various positions of increasing responsibility in the Information Systems and Group Benefits departments. Supported sales and underwriting offices on the East Coast as Unit Consultant. Worked directly with clients, sales reps, and underwriters to develop cost control programs to deal with the rapidly increasing cost of health care in the Mid 80s
BA , Economics and Computer Science , 1980 — 1984
Sailing, small boat racing (lightning, J-22, J-24) Sailing, ocean racing (Annapolis to Newport Race 2003, 2005 and Newport to Bermuda Race 2006)
Corinthian Yacht Club of Philadelphia
PEBA (Penjerdel Employee Benefits Association)
CEBS (Certified Employee Benefits Specialist)
FLMI (Fellow, Life Management Institute)
Volunteer of the Year, Arts and Business Council of the Philadelphia Chamber of Commerce 2001