Live Joyfully Education provides professional development for educators, and social-emotional life skills for students.

Aegis is a fintech software platform dedicated to advancing underserved community economic wellbeing through financial services transformation. Served on the Advisory Board through July 2023 and currently serving as Co-Founder.

Business development and referral partner relationship management for MultiFunding, a commercial loan advisory firm with a niche in SBA lending and an emphasis on education. I develop and cultivate media partnerships and origination channels.

Business loan advisor providing small businesses with access to capital, ensuring lender, product and terms fit for business acquisition, construction, or working capital needs. Build strategic partnerships origination and referral channels,

Responsible for strategic origination partnerships and business development at this mission-driven commercial lending operation. Star Strong Capital is a specialized small business revenue-based lender with a mission to provide underserved founders with access to capital.

As part of the first management team of this fintech startup, built a commercial lending brokerage infrastructure, managing corporate strategy, partnerships and referrals, staffing, operations, and budgeting. Led new products initiatives such as a white label non-bank customer account and credit cards, and a marketplace lending platform build. Instrumental in launch of Paycheck Protection Program loan brokerage program including securing SBA-authorized lending partners.

Americas Head of Client Relationship Management and Client Data Services- Regional responsibility for client relationship program for top-tier Global Markets clients. - Regional Markets Operations data services oversight including client account setup, data remediation, and data quality measurement and planning.

Manage US Client Relationship Management and Client Valuations- Created client relationship relationship management services catering to high value Corporate and International Banking clients in North America.- Established and implemented US client valuations support model covering derivatives and securities for global US clients.