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Served as a strategic consultant to provide merger and acquisition guidance to the executive team through closing of corporate transaction. Oversaw the development and rollout of an in-house Fintech payroll platform embedded within Abaca’s online banking technology. » Provided independent, objective advisement on deal structuring, contract negotiations, and Series A financing options while employing a consultative and hands-on approach to support solving business issues and challenges to achieve company objectives. » Evaluated key performance indicators and provided tactical analysis, financial modelling, and presentations to refine strategy.» Conducted analysis to ensure contracts were thoroughly reviewed for legal, risk management, tax, and accounting issues prior to submitting to management for approval.» Participated as a member of the negotiating team establishing business terms and contract conditions for the successful acquisition by Safe Harbor Financial, 11/22.

Key member of a private equity backed executive management team that acquired Golf Around the World, LLC, with emphasis on streamlining operations and deploying a new business model. Responsible for all facets of tactical business plans, strategic leadership/execution, sales/marketing, license agreements, revenue growth, asset management, key alliances/partnerships, market penetration, product development, customer service, HR, and finance & accounting. Oversaw a staff and held full P&L accountability.Executive Leadership ═════════════════» A highly visible position with a diverse span of responsibilities critical to the company's long-term market and strategic position, operating efficiency, and bottom-line performance. Involved in all strategy, policy, operational, and investment decisions.» Established new governance processes of direction and control to ensure that objectives were achieved, risks were managed appropriately, and company resources were used responsibly.» Defined KPIs, annual expansion goals, recurring revenue goals, customer success measures, and aligned the product roadmap to topline growth strategy. Drove simplification, standardization, and alignment of partner programs.Strategic Initiatives ════════════════» Analyzed and evaluated the company's financial, operational, sales, and marketing strategies to develop road maps for short- and long-term growth.» Developed a full business plan to re-brand and expand the company’s e-commerce channel and tactical revenue objectives.» Provided expert financial guidance with cash flow projections and profit and loss statements (turning data into key insights).» Inspired extraordinary results by engaging associates, valuing diversity, and shaping culture to support a high-performance environment.

Provided strategic oversight during the 18-month transition period following the sale of Total Diabetes Supply, LLC and MC Distributors II, LLC. » Continually monitored operational and investment activities to ensure they were suitable to achieve objectives and risk tolerances.» Managed competing priorities and responsibilities in a synchronized manner to efficiently deliver on day-to-day responsibilities.» Led highly visible multi-disciplinary project teams, initiatives, and deliverables.» Collaborated with diverse groups of stakeholders including effective, articulate, and persuasive communications to translate complex finance and operational matters in simple and accurate terms.

Negotiated and executed the purchase of 50% of Total Diabetes Supply, LLC, an e-commerce retailer of disposable medical supplies. Oversaw all operations including accounting, marketing, warehouse logistics, customer service, and sales holding full P&L accountability. Strategic Operations ═════════════════» Developed capital/operating plans, goals, KPIs, and action plans and exercised tactical business decisions to drive increases in sales performance, revenue growth, and EBITDA. » Worked closely with staff to focus on processes and identify best practices providing the best possible work environment and fostering growth. Demonstrated ability to lead and influence strategic change in an organization while championing core values.» Utilized strong understanding of and ability to effectively position products within individual segments. Formulated strategies to capture leading market share and implemented niche service programs including customized product options which differentiate the company from the competition and reinforced the company as the leader within industry.» Refocused marketing efforts which resulted in allowing the company to maintain year-over-year sales growth while reducing marketing costs concurrently. Select Accomplishments ═════════════════════» Through revamped infrastructure, product expansion and successful marketing, Total Diabetes Supply experienced explosive growth in revenue of 2,600%. » Successfully scaled and grew from 4 employees to 15 including a team dedicated to the development of e-commerce software. » Rolled out a new e-commerce platform with expanded product lines and over 5000k SKUs while managing price negotiations, contract terms, credit agreements, trademarking, and intellectual property protection issues.» Implemented a new sales tax program to ensure tax compliance within all the states of operation.» Negotiated and executed the sale of the Company to a strategic vendor, FY18.

Negotiated and executed the purchase of 50% of MC Distributors II, LLC, a diabetic testing supply wholesaler. Accountable for short-and long-term financial planning, revenue enhancement, risk management, cash management, billing/collections, setting KPIs, budgets, and cost controls.Financial Leadership ═════════════════» Protected the company’s assets by implementing tight internal controls, ensuring accurate financial trends analysis and projections, and generating alternate ideas and suggestions to improve reporting. » Presented clear and purposeful guidance on a wide range of activities including strategic business planning, financial risk, identifying new market and revenue opportunities, as well as corporate development and growth.» Developed and implemented corporate short-and long-term goals instrumental in providing financial overview and leadership for major operating considerations.Contract Administration & Legal Document Review════════════════════════════════════════════» Responsible for soliciting, evaluating, negotiating, awarding, and administering supplier contracts.» Conducted contract analysis to ensure contracts were thoroughly reviewed for legal, risk management, tax, trademarking, intellectual property protection, and accounting issues.Select Accomplishments ═════════════════════» Assisted in the development and execution of a strategic sales expansion plan resulting in 200% growth and revenues exceeding $80M over 6+ years. » Negotiated and executed the sale of the Company to a strategic vendor, FY18.

Oversaw the development and growth of a direct to the consumer online disposable medical supply company, growing revenue from $350,000 to over $6 Million per year. Negotiated and completed sale of business to an industry leader.

Represented high net worth clients and corporations in legal matters including complex partnerships, estate planning, international tax issues, transactions, and litigation while minimizing risk and exposure in legal matters. Advised and consulted clients on proactive measures and approaches to reducing all potential legal exposure.» Performed legal research on corporate tax transactions and drafted legal memoranda. » Drafted partnership agreements, tax disclosures, information document request responses, exchange agreements, and loan documents. Researched and structured complex reorganization of international corporations. » Interviewed potential witnesses for New York State residency cases and drafted affidavits.» Analyzed client financial records and supervised the amendment of income tax returns including the special treatment of Passive Foreign Investment Company assets.