JONATHAN LEITER

330 East 39th Street, Apartment 28L, New York, New York 10016
843.424.0532
jleiter6@yahoo.com

CAPITAL MARKETS & PRIVATE EQUITY

CAPITAL RAISING: Notable success performing the financial analysis and due dilig
ence necessary to advise both institutional and individual clients as well as po
rtfolio managers on multimillion-dollar capital raising activities.
PIPELINE DEVELOPMENT/RELATIONSHIP MANAGEMENT: Excel at forging new relationships
and maintaining an extensive contact base of family offices, private funds, and
high net worth individuals for the purpose of capital raising.
ASSET MANAGEMENT: Track record for consistently exceeding sales and revenue targ
ets across multiple product lines marketed to high net worth individuals; additi
onal expertise assisting in the management of directional long/short hedge fund.

CORE COMPETENCIES
- Private Equity
- Capital Raising/Capital Risk Management
- Contract Negotiations
- Due Diligence
- Market Research & Analysis
- Investor Presentations

EMPLOYMENT HISTORY
VICE PRESIDENT 2009–PRESENT
EMERSON EQUITY ~ NEW YORK, NY
Provide expert direction on private client services, capital raising and contrac
t negotiations for the firm's Capital Markets and Private Equity groups. Render
high level of expertise for private placements in leisure/luxury sectors, tradit
ional Oil & Gas, as well as alternative energy, real estate, and the medical dev
ice industry. Deliver investment presentations to finance firm’s proprietary deals a
nd raise capital on behalf of client deals. Play integral role managing directio
nal long/short hedge fund covering S&P500, 10-year T-Notes, Euro (vs. the Dollar
) and Gold. Build and cultivate long-term quality relationships across the finan
ce industry from boutique firms to bulge-bracket financial institutions.
- Placed the first $1M of investor capital into a hedge fund launched unde
r NEoWave Equity Fund that trades four markets: Gold, Euro (vs. the Dollar), S&P
500 and 10-year T-Notes.
- Created the equity model to successfully raise $2M for a private cosmeti
cs company as well as $200K bridge loan.
- Assisted in building DCF models to secure $5M equity raise and crafted e
xit strategy for a medical solutions firm.
- Managed the financial analysis and due diligence processes to recommend
$20M acquisition of various distressed oil and gas assets to an energy fund clie
nt.
- Developed the relationship to successfully obtain engagement agreements
and initial financing on the $11.4B equity/debt raise for project based financin
g of publicly traded alternative energy company.
VICE PRESIDENT, PCS WEALTH MANAGEMENT / SENIOR PREMIER RELATIONSHIP MANAGER
2005–2009
HSBC BANK / HSBC SECURITIES ~ NEW YORK, NY
Managed accounts of 320+ premier clients with a minimum of $250K in investable a
ssets. Was pivotal in growing premier clientele in deposit balances, investment
revenue and new accounts. Assessed separately managed accounts, equities, fixed
income, cash management portfolios, alternative investments, estate planning and
life insurance.
- Ranked #3 and #6 for sales and revenue production in Manhattan; qualifi
ed for HSBC Top Producers trip in 2007 and 2008.
- Recognized as 1 of 3 three relationship managers in Manhattan District t
o receive promotion in corporate title to VP in 2008.
- Maximized acquisitions of the total client relationship by cross-selling
multiple bank and proprietary products as well as working extensively with midd
le markets and commercial lending groups.
FINANCIAL ADVISOR 2003–2005
CITICORP INVESTMENT SERVICES / SMITH BARNEY ~ NEW YORK, NY
Made essential contributions to a team responsible for managing client assets of
over $140M. Employed consultative sales approach including one-on-one financial
assessments and asset management strategies utilizing a full range of products
and services. Evaluated client financial goals and formulated custom-tailored fi
nancial plans to manage both assets and liabilities.
- Led efforts to significantly elevate new assets by more than $30M during
tenure at CIS.
- Assumed full responsibility in prospecting and generating new clients as
well as developing/maintaining existing client base.

EDUCATION, LICENSURES & CIVIC AFFILIATIONS

BACHELOR OF ARTS IN GOVERNMENT, Franklin & Marshall College, Lancaster, PA: 2002
President of Class: 1999–2002 ~ Vice President, Delta Sigma Phi Fraternity: 2001–2002 ~
Varsity Soccer Team: 1998–2002
NASD Series 7 and Series 66; Series 24 candidate (expected May 2010) ~ NY State
Life, Health and Variable Insurance
Charter Member, Rotary Club of Wall Street