Provide consulting and support services to small businesses focused on financial advisory services and/or financial markets publishing.

Wholosophy is a for-profit Public Benefit Corporation in stealth mode that is re-imagining how people access natural health and wellness. Providing operational management support and advice during start-up activities including developing project management processes.

Was instrumental in helping to grow two business units from zero to eight-figure valuations over the span of seven years.Served as the gatekeeper to the CEO’s schedule, made any travel arrangements he needed, and worked to communicate on his behalf when necessary with board members, staff, clients, and vendors.Oversaw the IT, physical space, human resources, financial transactions, and morale needs of the office. Ensured that business registrations and taxes were processed and met per the local, state, and federal requirements.Served as lead manager for publishing book and online courses, coordinating with authors from rough draft to a marketable product such as a report, book, or online course.Oversaw and optimized daily operations for a consumer-focused website, managed offsite trade show exhibits, served as the online, live event manager, and office manager.Developed procedures for ensuring product quality on a daily and project basis.Worked on developing the operational aspects of a Fintech, Software as a Service (SaaS) product that targeted high net-worth individuals and institutional clients.Participated in developing the documentation for the first round of funding for a new business entity under The Connors Group, Inc. umbrella of organizations.Created targeted sales lead lists within the company database based on specific sales criteria to assist the marketing and sales teams.Responsible for organizing and staging an annual multi-day offsite meeting for the top 100+ customers.Concurrently, from 2015-2018 worked at Connors James Capital, LLC as Chief Compliance OfficerWorked within Connors James Capital, LLC to implement and maintain an automated algorithmic trading incubator which has completed its initial incubation phase for its first set of models.Concurrently, from 2013-2018 worked at Connors Global Asset Management, LLC as Managing Partner: In charge of operations and compliance.

Provided administrative and project support for the Vice President of Programs who managed and monitored over $40 million worth of grants annually.Managed and analyzed an $80,000 department budget, planning and execution of monthly department meetings, annual planning retreats, and events management.Coordinated with Finance, Communications, and IT Services departments to ensure that all the details for special events and board presentations were executed as planned by the Vice President of Programs.