I help successful individuals and their families meet their financial goals, while preserving and passing on multi-generational wealth.Areas of focus: 401(k) Rollovers, Intergenerational Wealth Transfer, Tactical Asset Allocation, Holistic Financial Planning, Retirement Income Strategies, Retirement Plan Consulting, Lending Solutions, Portfolio Management, Estate Planning Strategies, Insurance Services© 2021 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlMorgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank.  Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.

• Actively managed company-wide cash, debt, and investment accounts• Maintained cash and debt forecasting models

• Developed models to analyze capex projects, mergers/acquisitions, and market trends• Worked closely with senior management across all business segments to create strategic business plans for the operation and its assets• Participated in multiple M&A deals

• Identified opportunities to grow, acquire, or divest, product lines• Negotiated distributorship/dealership contracts for new and existing product lines• Rebranded company with new website• Created marketing materials for products/services• Assisted in coordinating participation in industry events• Coordinated the creation/writing of strategic business plans for all divisions

• Coordinated our Sales and Service efforts for quoted jobs across multiple divisions• Utilized Oracle to create/track quotes for all major service jobs• Streamlined the quotation process, while improving accuracy• Developed Access/Excel/web-based tools to streamline operation’s management of projects

• Developed and maintained databases that tracked and analyzed market conditions/trends• Developed proprietary U.S. Vessel/Equipment database• Developed Merger & Acquisition models

• Evaluated financial statements and company fundamentals• Performed market research in the oil and gas industries• Extensive use of financial programs, including Baseline, Bloomberg, Stock Val, Reuters Bridge