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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 and her team have completed more than 100 EB-5 economic impacts (job studies) for EB-5 projects and Regional Centers across the country. Ms. Osborne received world-class training in business administration at the University of North Carolina at Chapel Hill, where she graduated with distinction in her major.
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.
Selected Financial / Management Experience
- Led the Corporate Competitive and Market Analysis team for Bank of America where she conducted business diligence, competitive analysis, and strategic planning for the Corporate bank.
- Extensive derivative securities structuring and trading experience
- Managed the structuring, pricing, marketing, and execution of over $12B in annual investment volume for derivative products
- High net worth investment management, financial product creation, and global investment analysis and structured derivative investment experience.
- Direct FINRA and SEC reporting and compliance responsibilities
- Successfully obtained Series 7, 66, 79, 24 FINRA licenses
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