.png){kind=logo}
Joshua Freilich
Senior Consultant specializing in Wealth & Asset Management transformation
Connect with Joshua
Joshua already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.
Recommended
Already have an account?
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.
Find your next great hire
Our AI agents source, screen, and vet candidates for your open roles. Get qualified candidates within 48 hours.
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)
Like what you see? We'll introduce you to Joshua directly.
Experience
Education
Awards
Skills
Languages
Browse Similar
Similar Candidates
Director-level Management Consultant specializing in PE due diligence and operating model transformation
Senior Strategy & Operations Leader specializing in AI, analytics, and growth strategy
Director-level Strategy Consulting Manager specializing in growth strategy and M&A
Executive Startup Founder & Venture/Partnerships Leader in Cleantech and Enterprise SaaS
Mid-level Management Consultant specializing in private equity due diligence and strategy
Executive CPG Founder & Strategic Advisor specializing in omnichannel consumer brands
Interested in Joshua?
We'll personally introduce you - no strings attached.
Build your dream team with Reval
Our AI agents source, screen, and vet candidates for your open roles. Get qualified, high-intent candidates on your desk within 48 hours.
Discover more candidates like Joshua
Search across thousands of pre-screened, high-quality, high-intent candidates on Reval.
Search Talent