I oversee all aspects of franchising, business model development, economic analysis, information technology & finance.Bartering is a smart way to enhance your bottom line and tap into idle capacity. BarterPay makes it easier to barter by removing many of the barriers and time it takes to find direct bartering opportunities.

Tradebank is a business to business trading network. Tradebank helps businesses barter for the products and services that they need, rather than use current cash flow. Unlike traditional one to one barter, Tradebank uses proprietary barter banking software to track barter credits earned from one member that can then be used to purchase from any other member of the exchange.Designed and developed software to improve the tracking of transactions in progress and improve internal communications.Developed a mobile application for clients to process Tradebank transactions.Managed the corporate finance and operations team, including accounting and financial statement preparation.Instrumental in efforts to raise capital.Developed reporting dashboard for the manager of corporate office that incorporate data from multiple operating systems.Oversaw the complete redesign of the Tradebank franchise model to a model that properly aligned the incentives of the franchisee and their responsibilities.Trained franchisees in the general operations of the business as well as the use of Tradebank’s multiple proprietary operational systems.Drafted proposals for prospective corporate clients. Assisted in the design of advertising and promotional materials.Redesigned Tradebank’s marketing website several times to keep it current.Helped launch several markets as part of corporate new client acquisition team.Instrumental in development of TB Promo (sister company) and the Tradebank Foundation.

Lead teams auditing multi-national public clients in several diverse industries, as well as several owner-managed businesses. Completed personal and corporate tax returns using TaxPrep software.Instructed and coached associates. Represented peers as a member of the personal advisory committee.