Management Manager

Riyad Michael Said

**** ******* **** ********, ** 20816

202-***-**** (Office) 301-***-**** (Mobile) ******@*******.***

SUMMARY

Senior executive with extensive capital markets, financial and investment

management and operational experience in the financial services and

information technology industries. Track record in new business

development, client relationship management, investment management, general

management and marketing.

PROFESSIONAL EXPERIENCE

Wells Fargo Advisors, LLC (February 2010 - Present) Washington, DC

Vice President - Investment Officer (Private Wealth Management)

. Established and managed relationships with high net worth individuals,

families, executives, business owners, foundations and non-profits.

Crafted and executed comprehensive investment management and wealth

planning strategies for clients.

. Cultivated trusted relationships with attorneys, CPAs, investment bankers

and other professional advisors to develop and pursue client estate

planning, transaction planning and wealth transfer strategies.

. Presented at numerous conferences, professional advisors events and

business associations.

Bernstein Global Wealth Management (2007 - 2010) Washington, DC

Vice President, Private Wealth Advisor

. Developed and managed relationships with high net worth individuals,

families, executives, foundations and non-profits. Crafted and executed

investment management and wealth planning strategies.

. Cultivated trusted relationships with attorneys, CPAs, investment bankers

and other professional advisors to develop and pursue client estate

planning, transaction planning and wealth transfer strategies.

Fannie Mae (2002 - 2007) Washington, DC

Director, Strategy and Business Development

. Crafted and executed business plan, strategic partner relationships and

marketing strategy to develop and market innovative eCommerce solutions

to leading mortgage industry business partners.

. Led cross-functional team to source and execute sub-prime mortgage

capital markets transactions.

. Advised business partners on capital raising, business development,

partnering and M&A strategies.

Friedman, Billings, Ramsey & Co. (FBR) (1996 - 2001) Arlington, VA

Established and led communications services equity research team for FBR,

an investment banking, asset management and institutional brokerage firm.

Focus on technology and telecommunications.

Managing Director, Technology and Media Group

. Completed corporate finance engagements representing $3 billion in total

transaction value. Transactions included advisory services, mergers and

acquisitions, private placements, public equity and debt offerings.

. Advised portfolio companies and client management teams on general

operational and strategic issues, financing and capital raising

strategies, merger and acquisition opportunities and marketing

strategies.

. Sourced, evaluated and recommended private equity investment

opportunities. Monitored investments and interacted extensively with

institutional investors, venture capital firms, private equity firms,

portfolio company management teams and professional services firms.

Riyad Michael Said Page 2

202-***-**** (Office)

301-***-**** (Mobile)

PROFESSIONAL EXPERIENCE (cont.)

Verizon Communications (1993 - 1996) Arlington, VA

Managing Director, Business Development

. Led business development and strategic alliance initiatives to develop

and launch interactive multimedia services for Bell Atlantic's

Interactive Services division and Tele-TV interactive media joint

venture.

. Structured, negotiated and consummated $1 billion definitive agreement

with Thomson Consumer Electronics to develop and deploy digital set-top

boxes and systems for interactive multimedia services.

. Presented interactive media business venture concept and established

strategic relationships with network operators and technology partners,

including Deutsche Telekom, France Telecom and Oracle.

MCI Communications Corporation (1992 - 1993) Washington, DC

Senior Manager, Corporate Development

. Established and managed strategic relationship with Lotus Corporation to

develop and provision enhanced messaging and data services and increase

sales penetration with Fortune 1000 customers.

. Crafted and executed corporate strategy, business plan and partnering

approach to create and market new multimedia network services for

enterprise customers.

Apple, Inc. (1988 - 1991) Cupertino, CA

Senior Manager, Market Development

. Initiated and managed strategic relationships with selected national

account customers, system integrators and telecom carriers, establishing

new markets and channels for information services and applications.

. Managed successful execution of strategy development project. Assessed

competitive and market trends, and recommended product, marketing and

positioning strategies to Apple USA senior management.

Intel Corporation (1985 - 1988) Folsom, CA

Senior Product Marketing Manager

. Directed all product marketing and product management activities for

industry-leading networking product family. Led cross-functional teams

to execute successful market development strategies.

. Developed business plan and managed all product life cycle functions,

including sales and customer presentations, pricing strategies,

positioning, product launch and marketing and merchandising programs.

EDUCATION

Stanford University - M.S. degree in Management Science. Coursework

included corporate finance, decision analysis, managing technology-based

enterprises, marketing.

Johns Hopkins University - B.A. degree in Economics. Coursework included

economics, natural sciences, political science.

OTHER AFFILIATIONS

Georgetown Business Association - Officer, Treasurer, Chair - Small

Business Committee

Virginia Hospital Center Foundation - Legacy Planning Committee

Angel Venture Forum - Planning Committee

McLean Estate Planning Council - Member

Contact this candidate