Erin Osborne is the founder and CEO of Winlo Management Group, an investment banking and financial services broker-dealer, and EB5 Economist, an econometric reporting firm focused on EB-5 projects.
Ms. Osborne’s prior corporate experience includes work at several top financial institutions, including Morgan Stanley and Bank of America Merrill Lynch. Ms. Osborne’s finance background includes experience across business diligence, competitive analysis, strategic planning, high net worth investment management, and sales & trading.
During her time in corporate banking, Ms. Osborne managed the structuring, trading, marketing, and execution of over $12B in annual investment volume for derivative investment products. Her team was responsible for product creation and investment analysis on a global scale.
Ms. Osborne currently holds Series 7, 66, 79, and 24 FINRA licenses.
NES Financial is a Specialty Financial Administrator which serves sectors characterized by high administrative complexity, increased transaction security needs, and challenging regulatory compliance requirements. The company’s purpose-built solutions streamline the administrative processes of these markets — simplifying specialized financial transactions, curtailing fraud and abuse and ensuring the utmost in security, transparency and regulatory compliance through each step of an investment’s life cycle.
With its Silicon Valley DNA, proprietary fintech platform and over 15 years of specialty financial administration leadership, NES Financial has defined best practices in each of the markets it serves — from 1031 exchanges and EB-5 visa funding, to private equity and the landmark Opportunity Zones program. Today, NES Financial services more than 290 funds, administers over $20B annually, and has worked with more than 700 EB-5 projects. For more information, visit nesfinancial.com.