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Joshua Freilich
Senior Consultant specializing in Wealth & Asset Management transformation
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About
Regulatory manager at Rally Rd. who functioned as a de facto Chief of Staff to the CFO, driving SEC-related approvals (including IPO/asset approvals) while building firm-wide tracking systems for fundraising and asset status. Also brings Capco consulting experience supporting executive stakeholders on strategic initiatives like target operating models and workflow efficiency, with a strong emphasis on executive alignment and discretion.
Experience
Education
Key Strengths
- Managed multiple concurrent cross-functional initiatives in a high-growth startup environment
- Strong executive alignment cadence (weekly CFO syncs; weekly business-head meetings)
- Built centralized, firm-wide trackers for fundraising and asset/SEC approval status (single source of truth)
- Operated as de facto Chief of Staff to CFO (fundraising, financing, calendar prioritization)
- Proactive risk/roadblock communication to keep leadership ahead of issues
- Balanced strategic roadmap ownership with hands-on day-to-day execution; hired and led a team as regulatory manager
- Consulting experience supporting executive stakeholders on strategic initiatives (target operating models, efficiency)
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