Early member of ZGSI, an ag-tech startup focused on commercializing a novel 'Plant Priming' product derived for NASA• Built $5M in sales across targeted distribution channels and commercial sales partners• Raised over $21M as a key member of ZGSI’s series B funding round

Directed the launch of our product into emerging/specialty markets under ZGSI's newly formed subsidiary, Specialty Agricultural Solutions, Inc.

Selected by Vanguard to help launch a new team within their Retail Investor Group, Efficient Solutions Brokerage Services ("ESBS").• Led the growth of a specialized trading team as we expanded from 8 to 40+ teammates within 1 year. • Trained, instructed, and developed newly hired personnel on investment philosophy, sales, and how to best utilize Vanguard's internal software.• Top 10 of personnel in the department out of 2000+ employees• Day to day - Responsible for consulting, managing, and trading for high net-worth clients and institutional accounts such as Google and FedEx.

• Consulted, educated, and assisted all types of investors to meet their financial goals by serving as the main point of contact for client solutions.• Nominated by upper management to an "Investment Solutions" matrix team to work on corporate efficiency projects.• Wrote the client-upsell script (S24 approved) which helped launch the Personal Advisory Services department. • Obtained Series 7 and 63.