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Joshua Freilich

Senior Consultant specializing in Wealth & Asset Management transformation

CapcoUnion CollegeNew York, NY7 Years ExperienceSenior LevelWorks On-Site

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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.

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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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Experience

Senior ConsultantCapco · Jun 2024 – Present
ConsultantCapco · Aug 2022 – Jun 2024
Regulatory ManagerRally · Nov 2018 – Aug 2022

Education

Union Collegebachelor, Economics (2018)
Trinity-Pawling Schoolhigh_school (2014)
Saint John's High Schoolhigh_school (2013)

Awards

  • SPOT Award - Capco

Skills

AutomationProgram managementProject managementProcess improvementBusiness developmentData analysisCross-functional collaborationChange managementNegotiationFinancial modelingStrategic transformationWealth managementAsset managementDigitizationGrowth strategy

Languages

English

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Joshua FreilichSenior Consultant specializing in Wealth & Asset Management transformation