Every organization needs a CXO that can traverse in between and integrate work flows that conventionally happen in silos. The role of the CXO is to be a C level translator and synthesizer of everything in business to accelerate execution.

Co-owner and Publisher of Mercer Island Lifestyles. MI Lifestyles is a luxury magazine that is direct mailed to Mercer Island residents and business owners. In addition to the print magazine, MI Lifestyle also releases a digital version that is easy to read on your mobile devices. MI Lifestyles dedicates content to the community stories that make MI a unique and special place.

Business Development 55% | Recruiting 20% | Financial Management 15% | Strategic Planning 10% • Developed relationships and delivered projects to over 6 companies ranging from small to enterprise level manufacturing and food service companies.• Assembled a team of 8 senior leaders from food & beverage, industrial, government, technology, and industrial sectors.• Initiated and closed acquisition of software company in an all-stock transaction.

Managing DirectorMorgan Stanley | Bellevue and Seattle | WA, ID, AK, MT, WY Business Development 40% | Innovative Client management 40% | Team management 20% • Initiated and closed sales to new locations as well as, new sales with new products. Grew customer base by 15%+ in first year• Introduced and managed 3 new theme-based equity portfolios in women c-suite, climate change, and millennial consumer brands• Expanded financial advisor team by 40% Recruiting 30% | Sales Management 30% | Talent management 25% | Community Involvement 15%• Added 50+ new Advisors and 20+ new managers.• Drove new business lines in asset management and lending to top performing status in firm. Consistent national ranking in top of firm for key KPI’s • Instituted and drove a coaching program for top performers that produced over 13% year-over-year growth with over 20 teams• Spearheaded Diversity, Equity, and Inclusion efforts through financial literacy, resulting in two Partner of the Year awards from Prospanica and NAAAP

Recruiting 30% | Sales Management 30% | Coaching and team management 20% | Talent management 20%• Added 25+ new Advisors to create primary inorganic growth driver• Drove technology adoption that resulted in top ranking for planning adoption• Drove Advisor discretion adoption that resulted in top 10 status among all branches in the country.