Offering intermediary services in Risk Analysis and Risk Management solutions using a full array of Commercial Business Insurance and Transactional Risk coverages. Centered on Financial firms, Infrastructure Contractors and large Commercial Construction Contractors

Electronic Communication Review

Annuity Review and Supervision

Proudly serving those who Serve.

Sought out and established opportunities with corporate clients pursuing: Mergers and Acquisitions ~ Exclusive Sales ~ Capital Raises ~ Strategic and Financial Advisory ~ Financial Restructuring ~ Fairness Opinions

Prospected and functioned as point of contact for incoming Investment Banking dealsPerformed initial due diligence, and research gathering to prepare deal for pass-through to SWS Corporate Finance. Researched investment opportunities in REIT’s, Corporates, Municipals, for HNW clients Recruited, Interviewed and Coached new Stockbrokers in effective Cold Calling techniques, New Account set-up and ACATs’.

Key driver in annual budget development with executive committee.Streamline operations to maintain low expense ratio on personnel and logistical expenses, while ensuring show continuity and qualityAssessed P&L reports generated by accounting department to verify revenue and sales growth were on target; and company had sufficient expense, cost and margin controls in place.Lead Creative Team responsible for script development, advertising, promotions, merchandise, and show layout.Negotiated national corporate agreements with advertisers and sponsors.

Partnered with the CEO to develop and execute the company’s business plan.Administered corporate direction as required by corporate Board of Directors.Directed mergers and acquisitions / corporate development team of seven on the consolidation of 15 additional brokerage firms to strengthen corporate size nationwide.Oversaw Presidents of whole owned subsidiary companies and channeled their efforts toward corporate directive of creating a multi-function financial services corporation. Coordinated the creation and development of Private Placement documents with outside council, and independent CPA firm.Supervised corporate build out space that would allow multiple corporate entitles to function not only individually but able to create cross selling and utilization abilities.Negotiated lease agreement of new corporate and satellite offices. (Tampa, West Palm, Dallas).Headed the integration team to create back office and customer usage platform with International partners.