Embrace Divine Strength: Grow with Passion, Lead with Love, and Prosper with Clarity
Area of Practice
01
Financial Management & Advisory
Hands-on support in managing financial operations, financial statements, planning and forecasting, budgeting.
02
Syndicated and Bilateral Loan Management (Bank Loans)
Loan syndication, loan agency, loan primary and secondary trade mgmt, loan servicing, loan restructures, loan amendments, CLOs.
03
Technology Systems Optimization
Review of current systems, design enhanced systems, build or buy analysis, vendor management, implementation plan, plan execution, project mgmt, system testing, CI/CD, SDLC.
04
Accounting | Bookkeeping | Payroll
Accurate accounting, bookkeeping, payroll and benefits preparation, review, training, documentation and monthly close.
05
Cash Management
Cash management, planning and reconciliation. Statement of cash flows management.
06
Tax Preparation
Tax planning, strategy and preparation. Coordination with CPA.
07
Reconciliations
Reconcile bank statements, credit card statements and other financial statements.
08
Strategic Planning & Execution
Overall business (and/or personal) review, industry expertise analysis and execution of strategy.
09
Mentorships
A personalized mentorship design of personal and professional. Life, business, philosophy, spiritual, esoteric, and balance.
10
Portfolio Management
Review of current investment portfolio and insights and recommendations for sustainability and growth.
11
Education
Provide education of business, investments, reporting, operations, finance.
12
Training
Create and provide training to stakeholders and clients as necessary.
Blog
Writings created and curated by Gage.
Industries Serviced
01
Financial Advisory Services
Businesses in Financial Advisory, Investment Management, Tax Planning, Bookkeeping & Accounting and Loan Management.
Trustee Banks, Capital Markets, Private Equity, Private Debt, Broker/Dealer, Asset Managers, Loan Syndication, Bilateral Loans, Loan Agency, Primary & Secondary Loan Trading, Loan Servicing, Debt Restructuring
02
Technology
Tech Start-Ups, Computer Repair, Web Design Firms, e-Commerce.
(POS, STP, Batch Processing, B2B & B2C).
03
Product Management
Apple, Android, Web-Browsers.
Apps, SaaS, Web-based, Desktop Applications. Agile Methodologies (Scrum (Certified), Kanban).
04
Doctors, Therapists & Mental Health Businesses
Chiropractic, Dental, Orthodontic, & Maxillofacial Practices. Life Coaches, Therapists, Mentors, Trainers, Tutors.
05
Wellness & Spa Establishments
Body Work Practitioners, Massage Parlors, Yoga Studios, Fitness Gyms, Pilates Studios, Personal Trainers and Retreat Businesses.
06
General & Specialty Retail
Pet Care Services and Products, Fashion Retail (Online and Store Front), Art Studio, Gallery, Floral Shops, Los Angeles Flower Market.
07
Film Production & Comedy Ventures
Film Production, Comedy Agency, Production Studio, Personal Assistant Agency, Talent Agency.
08
Culinary Establishments
Wine Bars, Restaurants, Vegan Restaurants, Cold-Pressed Juicers, Juice Bars, Raw Food Establishments, Cafes, Coffee Shop.
09
Interior Design
Interior Designers, Custom Furniture Makers, Reality TV Show for Interior Designer.
10
Beauty & Personal Care Services
Nail Salon, Hair Studio, Barber Shop, MLM Product Businesses.
11
Travel Agency & Event Planners
Travel Agent businesses. Event Planners, Event Coordinators and City Planner.
12
Photography Studio
Full operations and finance for photography studio start up. Stock photography, photo shoots, talent booking, make-up artists, photographer, set designer, and location services.
13
Custom Home Builder
Construction Service, Contract Negotiation, Strategic Planning, Zoning, Construction Code.
14
Home Service Providers
HVAC, Electrical, and Plumbing.
15
Real Estate Management
Apartment & Property Management. Sales.
Build personal and business success
with Gage.
✓ subject matter expert
✓ authentic dedication to perfection
Experience Working With: Workday ERP, Workday Payroll, Gusto Payroll, ADP, Ceridian DayForce, SAP Concur Expense and Travel, Shopify, SquareSpace, WordPress, Square, Stripe, Plaid, Clover, Helcim, Toast, PayPal, Venmo, Quicken, Quickbooks, Turbo-Tax, Zelle, Cashapp, Wells Fargo Bank, Wells Fargo Advisors, Chase Bank Banking, Chase Credit Cards, Bank of America, American Express, Charles Schwab, Wealthfront, eTrade (Morgan Stanley), SoFi, Acorns, SS&C Technologies Advent Geneva, Geneva & World Investor, Intralinks, Wall Street Office Administrator, Wall Street Office Data, Wall Street Office Fax, Loan IQ, CDO Suite (Solvas), Black Mount Everest, S&P products, ClearPar, Debt Domain, Loan Recon, Moodys, Fitch, Access Fintech, Finastra’s LoanIQ (LIQ), Yahoo Finance, Bloomberg, Computers Mac and PC, Microsoft Office Suite (Word, Excel, PowerPoint, Access), Pages, Numbers, Keynote, Database Knowledgable, SQL, HTML, XML, InVision, Sketch, Balsamiq, Figma, Salesforce, Jira, Confluence, Slack, MS Teams, Unix, Emacs, AI/ML/LLM, APIs, Zoom, Webex, Skype, Voice, Dropbox.
Highlighted Proficiencies: Syndicated Loans (Bank Debt, CLOs, CDOs), Credit Agreement Comprehension, Distressed Bank Debt, REITs, Private-Equity, Private-Debt, Investment Performance Reporting, Investment Management Analysis, Data-Driven Decision Making, Product Development Life Cycle, Start-Up, Development from 0 to 1 with products (inception to production to release to implementation), SaaS, Agile Methodologies, User Experience (UX), User Design (UI), Product Specification Requirements Gathering, Documentation and Presentation to Developers and Executive Stakeholders, User Testing (QA), System Documentation, Process Documentation, Product Training, Marketing and Sales, Creating and Explaining Reporting to Internal Stakeholders and Clients, Depth of Detailed Knowledge of Global Banking Network and Inner Workings, Payment Systems.
Frequently Asked Questions
What Size Companies do You Work With? Do You Offer Personal Consulting?
I work with small, medium and large size companies. Start-ups to established businesses. I also offer personal life consulting and management. It can be one or a combination of both.
Are You Available Full-Time, Part-Time, Contract Term?
Inquire with me about full-time, part-time and contract termed engagements. Availability changes.
Location of Work and Travel
I work from my home office in northern California. Meetings are performed via video conferencing.
I am open to travel on-site as necessary.
Pricing
Pricing for services is determined based on the services and expertise requested. You may submit a request for proposal.
Mentoring, Coaching and Training
I offer personal and professional coaching and mentorships for personal and businesses.
Capital Markets | Private Debt | Private Equity | Trustee Banks | Investment Management
01
Investment Operations & Accounting
Trade settlements, corporation actions, asset servicing, compliance, performance, analytics, reporting, auditing, fund accounting, asset ratings, asset pricing, internal trading desk relationship management, project management, system management, and client pre-sales, sales and continuous engagements
02
Syndicated Loans (Bank Loans)
In-depth knowledge of syndicated loans, over 24 years of bank loan experience in day to day operations, system integration, system implementation and system creation from design to release
Agency management
CLO | CDO – from set up to ongoing management
03
Data Governance
Data integrity is a key ingredient for strong operations and thorough integrity of asset management and P&L stability
I have led numerous data cleanup and ongoing stability of data projects throughout my career and have found this to be a golden key to success, especially with complex asset types with syndicated loans, CLOs, CDOs, and derivatives like swaps
04
Cash Management
Cash management leadership and standardization of automated matching, cash discrepancy root cause analysis taxonomy, standardization of cash controls, and documentation compliance
05
System Optimization
Experience with trustee/custodian, buy-side, sell-side/broker-dealer, agency, consultancy, and fintech product management for system ideation, creation, design, implementation, UAT and release management
06
Vendor Management
Work with current vendors, create and review RFP replies for new vendors, interview and negotiate vendor contracts, and integrate vendor systems
07
Project Management
Lead and/or participate in support for projects for change management, in-kind transfers, mergers, acquisitions, system implementation, system migration, system upgrades, straight through processing, APIs
08
Public Speaker & Trainer
Present operational and systemic current and future states to board members, executives, new or prospective clients, marketing, client conferences, industry conferences and general company presentations. Comfortable being on the spot to answer questions
09
Leadership & Mentorship
I am with the ability to lead and mentor when aligned to do so, I am as happy to be a participating member of a team and not be the leader. I enjoy the work in finance, investment management, systems, and working with intelligent people who want to thrive and grow personally and professionally
50+
Clients Serviced
28+
Years of Experience
100%
Authenticity and Dedication
#1
Focus of Client