Managerial Consulting and Project Management services provided to Financial Service Firms, Registered Investment Advisors (RIA), Broker –Dealers (BD), Real Estate Firms and other businesses. Specific expertise provided in accounting, financial analysis and valuations, project management, operations management, compliance, risk management, business development and infrastructure planning. Recent Projects:• Managerial consulting services to a start-up real estate investment management fund, establishing the operating company and fund (3C1) with related work flow processes • Development of operational infrastructure for trade processing, cash management and compliance procedures for a real estate crowdfunding platform• Outsourced CFO functions providing accounting, P&L development, budgeting, financial forecasts and reporting• Independent valuation opinions for private equity acquisition target businesses• Residential and Commercial real estate analysis and brokerage• Owner/Manager Stepstone Home Services. Licensed general contracting company specializing in home repair during real estate sales cycle

Responsible for all aspects of enterprise operations including: Accounting and Finance, Investment Operations, Legal, Compliance, Human Resources and Information Technology. Developed and implemented workflow processes, policies, procedures and associated technology infrastructure for: Trade Operations, Reporting, Compliance, Risk Management, Disaster Recovery (DR) Plans and Business Continuity Planning (BCP) for a Broker/Dealer, Registered Investment Advisor (RIA) and Management Company.

Vice President responsible for managing the transfer of client assets into a wide range of investment products to including managed accounts and pooled funds. Oversight and management of portfolio investment guideline monitoring, trade compliance and risk management processes. Developed and managed client account on-boarding processes and teams

Offered executive level consulting services and CFO/COO outsourcing options to financial service firms. Specific expertise in strategic planning, managerial consulting, project management, infrastructure development, operations management and streamlining of work flow processes.

Co-founder of a healthcare long/short equity hedge fund (3c1 Fund Structure), managed the development and implementation of operational infrastructure for the fund and management company. Responsible for risk assessment of portfolio decisions, trade execution and settlement and foreign exchange transactions. • Created strategic plans and set milestone goals for the management company while overseeing risk management and day-to-day fund operations resulting in 3x growth in AUM and 5% reduction in overall operating costs.

Responsible for management of both financial and core operational activities for a $330 million biomedical hedge fund and related investment vehicles. Accountable for P&L development, financial reporting, limited partnership accounting, risk management, information technology, legal oversight, and human resources.