• Connecting Seed and Series A companies with investors to secure funding for growth• Providing mentorship and guidance to entrepreneurs on capital allocation and business strategy• Facilitating introductions to potential customers and assisted in building strategic partnerships

Consulting firm focused on advising early and emerging stage companies in the realm of venture acceleration and funding.CLIENT WORK:→ Manos Accelerator: Advisor on client investment pitch deck development.

Advising in the area of Chief Revenue Officer for Acumen Velocity which is an AWS, Microsoft, Google & Snowflake cloud preferred partner and our data driven team is seeking to help our clients leverage cloud solutions to drive business value and modernize their technology stack.We specialize in cloud strategy, cloud migration including lift and shift, app modernization, devops, cicd, data management, analytics, data warehousing, ETL and reporting for organizations in Financial Services, Banking, Healthcare, Media, Government (Federal / State / Local), Auto & Insurance industries.We are a preferred multi-cloud partner with specialized data science & machine learning solutions on all major cloud platfor

Working on deal flow generation and evaluation for investment for early to emerging to middle stage company investment initiatives.

Providing advisory work on potential syndicated venture capital deals for emerging stage companies.

Serving as a mentor in the UCI Master of Innovation and Entrepreneurship (MIE) graduate program which provides extensive integrated and immersive academic and practical experience for students looking to embark on careers as entrepreneurs (innovating to form new companies) and intrapreneurs (innovating within existing companies). The program provides students with knowledge on core topics on the process of innovation and entrepreneurship, including identifying new venture opportunities through lean startup methodology, developing a business model, preparing a business plan, assembling a team, raising the necessary financing including venture capital, and launching a new business. It is also rich in experiential learning opportunities within the UC Irvine entrepreneurial ecosystem.

The Expert-in-Residence (EiR) Network is a group of local business leaders who support the development of the University of California, Irvine Applied Innovation entrepreneurial ecosystem. The goals of the EiR Network are to increase the likelihood of success of UCI-affiliated ventures by providing guidance to accelerate the commercialization of UCI-affiliated innovations. → Serve as a Board Room Judge and Mentor for the annual New Venture Competition which offers UCI students, faculty, staff, and researchers the opportunity to form a team, launch a startup and potentially fund their business idea from the UCI Applied Innovation venture capital domain→Teach workshops for the New Venture Competition. Current assignment for the 2023-24 New Venture Competition is "Go-To-Market Stategies"→ Mentor startups in the UCI Wayfinder startup incubator program which is designed to accelerate venture development by providing strategic guidance to UCI-affiliated startups.→ Reviewer of faculty proposals for the UCI Beall Applied Innovation’s Proof of Product (PoP) Grants Program. As part of a continuum of support for faculty entrepreneurs, the program identifies UCI research projects with significant commercial potential. PoP grants provide gap funding up to $100,000 to help translate inventions into commercially viable products and services. As a reviewer, I assess what is “commercially viable”, make funding recommendations, and provide actionable feedback to faculty applicants.

Symbol Master operates a subsidiarity, AlphaSwing.io, which is a web-based, iOS and Android subscription-based SaaS ecommerce application which performs a proprietary capital markets investor sentiment analysis for trade education and trade selection for symbols on the NYSE, NYSE-American, and NASDAQ.

Symbol Master provides a centralized repository system for options symbology that is fully integrated with option exchanges ensuring consistency between option exchanges and capital market participants for accurate options data and corporate action information including up-to-date data sets in option symbology and intraday strike line additions. Symbol Master is a key backbone service provider in today's high-frequency data-driven operations and is on a trajectory to execute a disruptive growth strategy in the digital options trading market.

Spearheaded and scaled a variety of initiatives at Praetorian Venture Partners N.A., LLC - A Venture Capital / M&A Innovation Advisory Firm with a hybrid accelerator component and investment banking practice. It is a heartbreaking reason why the firm shutdown in December of 2023.→ For emerging companies that requested funding from Praetorian, initiatives included performing end-to-end evaluation and due diligence for placement into one of the firm's venture portfolios, for execution of a firm fund investment, a syndicated SPV investment, or for making a business referral to investment partner venture capital firms, angel investors, and family offices. Investment Thesis targeted companies spanning Seed to Series A and occasional Series-B investments for a firm fund investment or a syndicated SPV investment both aligned with the endgame of that of a M&A exit strategy within 2-4 years from the initial investment.→ Consideration for services for companies requesting funding provided by the firm included interim or fractional C-suite positions, strategic planning in the areas of application development, organizational management, product management, product marketing, professional services, business development, and lastly, long term capital strategy formation including investment banking activities such as the execution of M&A transactions.→ Praetorian Venture Partners funding criteria and investment thesis was technology and industry agnostic, but the firm did not invest in any type of inititives related to real estate, construction, infrastructure (project finance), oil and gas, adult gaming, cannabis, alcohol, psychedelics, movie deals, or pre-commercialized pharma, medtech, or biotech. Lastly, initiatives were required to be COVID agnostic.

Projection Capital Markets, LLC, was a financial services trading firm that offered investment approaches and opportunities utilizing its Isometric Market Analysis™ tools in a broad and dynamic range of investment strategies. Our theories provided a non-standardized approach to standardized markets in search of alpha generation. Our trading opportunities possessed ample liquidity, transparency, and performance coupled with safety and stability.Our partnership traded assets in various capital market venues which employed Isometric Market Analysis™ working vis-à-vis with well-known hedge fund trading strategies.

Startups compete in a National Venture Competition by presenting their business idea to obtain honest and expert feedback from judges, connect with investors, and win prizes.

Airion Dynamics was an early-stage aerospace R&D company that was developing advanced active drag reduction technology with the intention of improving the efficiency of air transportation, curbing carbon emissions, and reducing decibel levels. Worked on multiple startup initiatives.

Worked on various proposals in search of project work with Tull’s Alpha Global Consultancy, LLC, professional consulting services in a variety of specialized business verticals with a demonstrated track record of understanding the business and technology.SELECTED PROJECT WORK:→ Consolidated Audit Trail: Via a strategic alliance with a qualified bidder to the SEC, consulted on the RFP submission for SEC Rule 613 (Consolidated Audit Trail) which requires FINRA and the national securities exchanges to develop, implement and maintain a central database that collects and accurately identifies every order, cancellation, modification and trade execution for all exchange-listed equities and options across all U.S. markets.

CXO Partners represented a new model for next-generation private equity firms where entrepreneurs, investors, and C-level executives come together to provide access to deal flow with financial and intellectual capital via leveraged buyout (LBO) transactions allowing for the facilitation of growth strategies for later stage companies seeking an expansion of their corporate entity or an exit of current management ownership.

Worked on a variety of start-up initiatives for Drono Robotics, an early stage software and hardware company that developed fully autonomous drone technology employing artificial intelligence, MMWave Radar, UWB Radar, and LiDAR.

Worked on a variety of start-up initiatives for Socialite.me, an early stage Internet company operating within the realm of the social media space. The company developed a dedicated platform for interest and passion based collaboration.

Worked on a variety of start-up initiatives for Coactify, an early stage B2B software company that developed a new and unique paradigm to business management as related to execution and innovation operating within the realm of the enterprise social software industry.

CLIENT: Confidential. Personal private investment on a real estate transaction with a 12-month return and an option to renew. Initiated in January of 2012, the transaction renewed in January of 2013 and again in January of 2014 with closure in September of 2014.CLIENT: Confidential. Personal private investment on a real estate transaction with an ongoing annual return and which could be redeemed anytime. Redeemed in June of 2014. and closed in July of 2014.

Served as Project Manager and Business Analyst providing technical and consultative leadership on a range of complex IT consulting engagements related to capital markets and banking in the areas of strategy and custom software development applications.SELECTED PROJECT WORK:→ INTUIT: Provided consulting work for a three year program to refresh and transform the technology for financial software and related services for small businesses, accountants, financial institutions, and individuals through a data center migration effort.→ SOCIÉTÉ GÉNÉRALE S.A. – NEWEDGE GROUP: Consulted on a global initiative to build a custom in-flight messaging system that gives the firm a global view on trade flow emanating from exchanges to front, middle, and back office systems.→ CHARLES SCHWAB: Undertook a strategic initiative to perform an assessment of trade processing platforms across multiple product classes such as Equities, Options, Fixed income and Mutual funds for 401k, Institutional and Retail business. Project deliverables included a current state analysis, a future state vision, and a roadmap designed to attain the target future state.

Delivered complex projects on-time, on-budget, and to customer satisfaction. Well-developed critical thinking, crisis management and problem solve skills. Effective presentation and business writing abilities. Comprehensive knowledge and usage of sound business practices, project management methodologies and business analysis.CLIENT WORK:→ iRi COMMUNITY: Performed business analysis for building a proprietary matching engine tailored for the recruiting function of organizations.* Constructed workflows and designed a graphical user interface* Developed a professional service plan for future deployment incorporated in the company business plan.→ ENTERPRISE PORTFOLIO SOFTWARE, INC.: Provided business development and product management for a start-up company building EPPORA, an enterprise-level project management application.* Developed a business plan used to present to angel investors and venture capitalists* Designed product requirements and test plan documentation → DBCOM CONSULTING: Worked on business analysis and business development efforts for financial services consulting firm. Projects included:* A SaaS trading application targeted for use by NYSE Designated Market Makers (DMM) coupled with an implementation of algorithmic trading* A portfolio rebalancing application tailored for the retail broker operation of Stifel Nicolaus in St. Louis, MO.

NYFIX, a trading application software company, acquired the Renaissance system and airlifted the information technology team from FleetBoston which, at that point in time, owned Robertson Stephens. Joined company in the OMS division providing engagement management, business analysis, and implementation of the Renaissance system to broker dealersRESPONSIBILITIES:→ Worked as an engagement and project manager tasked with end-to-end implementation. Worked extensively with executive management of Technology, Trading, and Compliance during the project implementation lifecycle→ Participated in the commercialization of the application as it was transformed from a "a Robert Stephens - FleetBoston Product" to a product ready for implementation to the universe of broker-dealers and investment banks → Hands on role in driving the product management function by managing contractual and non-contractual client enhancement requests post implementation in concert with ongoing regulatory requirement and market structure changes from FINRA, NASDAQ, the NYSE, and various ECNs→ Demonstrated and presented product to numerous broker dealers in the pre-sales process→ Provided subject matter expertise on equity trading systems and the Renaissance system→ Served as the account manager post implementation

After the engagement with Cambridge Technology Partners ended, recruited by the Director of Brokerage Technology at Robertson Stephens as an independent consultant to perform project management and business analysis.SELECTED PROJECT WORK:→ Via a series of software projects, extended the functionality of ETS, the electronic equity trading system built with Cambridge Technology Partners (see below)→ Partnered with the IT team in New York to build and implemented the Renaissance Trading system, a market making trading system which was envisioned with executive sponsorship as a replacement for the Sungard BRASS product

Performed in a highly visible and multi-faceted external management consulting role, with both project manager and business analyst functions on high-profile engagements delivering partnered custom development and integrated solutions to the financial services industry. Applied strong relationship building skills and natural sense for client-oriented solutions, ensuring that all services were delivered on-time, on-budget, and to a high standard thus delivering competitive advantageSELECTED PROJECT WORK:→ ROBERTSON STEPHENS: Engagement involved the custom software development of ETS, an electronic order management trading system that provided a paperless straight-through-processing trading environment for the equity, derivatives, and convertible bond desks of Robertson Stephens, one of the most active investment banks in the technology sector at the height of the Dotcom Investment Bubble. Developed within a program of six phases, the functionality included electronic order, execution, and risk management for trading equity in the listed and OTC markets. The system included a complete implementation of the FIX protocol, completely integrated with Sungard BRASS for OTC trading, and linked to Sungard Phase3 for back-office settlement.

The first side hustle of my career. While maintaining my primary career and attending graduate school, in parallel, I initially discovered and exercised my entrepreneurial spirit in the 1990s when, I co-founded, self-funded, incubated, and operated Golden Gate Appliance Repair, Incorporated – a small business in San Francisco that specializes in home appliance repair.

Played key role an internal line consultant providing project management and business analysis consultation for RADAR, an asset-liability management (ALM) client-server UNIX based software application designed for commercial banking. Via static and dynamic (Monte Carlo Simulation) modeling of the term structure of interest rates, the application forecasted the on and off balance sheet, income statement, cash flows, and performed present and future valuation.RESPONSIBILITIES:→ Managed and supported implementations of the application. Consulted with ALM group management, financial analysts, and IT personnel of financial institutions. Worked with external consulting firms on product implementation.→ Visited client sites for upgrade installation and support coupled with managing enhancement requests. Assisted in the sales cycle through demonstration, proof-of-concept pilot projects, benchmark analysis, and RFP response.

Served as adjunct faculty member lecturing a course on Numerical Analysis offered by the Department of Computer Science. Instructed both undergraduate and graduate students majoring in mathematics or computer science. Received positive accolades from students regarding course content and ability as an effective teacher.RESPONSIBILITIES:→ Developed and presented lectures; wrote and administered examinations→ Planned learning experiences and assignments to help students meet requirements→ Held office hours to teach and mentor students on a one-on-one basis

Worked as a software engineer and analyst servicing a proprietary trading system used by the in-house trading desk to trade mortgage backed securities on behalf of mortgage bankers under both a managed and service bureau based model. Work included full SDLC application development including gathering requirements, software analysis and design, coding, review and testing, and roll out to trading desk with documentation. SELECTED PROJECT WORK:→ Conversion of the legacy trading system to latest technologies of the time period.→ Delivered a software application to the trading desk that applied numerical econometric analysis against historical trading day prices of mortgage-backed securities.

Functioned as a software engineer and analyst within a specialized consulting environment focused on software development projects emanating mainly from Small Business Innovative Research (SBIR) Proposals sponsored by the US Navy and the Defense Advanced Research Proposal Agency (DARPA). Received a Department of the Defense (DOD) Top Secret Clearance to work on MIL-STD-2167 projects.SELECTED PROJECT WORK:→ Full development of a variety of anti-submarine warfare software projects for the Lockheed P3 Orion aircraft. Think "Hunt for Red October".→ Prototyped a software application requiring deployment aboard the USS Miller during Operation Desert Shield. I was assigned Ensign quarters as a Civilian Contractor and was afforded the opportunity to watch the US Navy in action as they conducted war game exercises. One of the more memorable experiences of my career and which created a soft spot in my heart for the United States Navy.→ Full development of a software product employing mathematical analysis for underwater sound detection and ascertainment.→ Research for a portfolio optimization program designed for portfolio managers to aid in the security selection process.