Capitalwize, LLC is an Financial Planning and Investment Advisory Firm. Our primary clientele is Entrepreneurs and Public Figures. We help our clients evolve their business models to maximize their profits and use their businesses to fund their financial independence.

Melanin Money is an ecosystem of brands designed to serve people of color, to help them build wealth. Podcast, Financial Social Network, Events and more.

Makes Cents 2 Me Media financial education platform designed to meet you where you are with money. We provide practical useful and simple money education to take your finances to the next level. We also offer financial wellness programs for employers.

Financial Consultant to the Consumer Deposit and Operations Technology Group playing a key role in Stress Test activities and the development of associated Financial Planning deliverables. As a Financial Consultant, I support Stress Test reporting, data, and analytics, while creating models/tools to support analysis. Partnering with Financial Planning and Analysis systems group to define requirements and manage databases for Stress Tests, and with ALM, Credit, Risk and Treasury on financial inputs Developing internal Stress Test templates and preparing consolidated reports for upper level management Partner with business groups to complete quarterly 14-Q and annual 14-A templates for regulators on actual results and projected Stress Testing pre-provision net revenue and business metrics Create and edit written documentation to describe drivers of non-interest expense and rationale for Stress Test results Identify opportunities to develop enterprise-level models for non-interest expense and building these models Performing complex financial analysis, such as impact of managerial allocation changes, and interpreting and presenting results to management Implement managerial allocation changes by defining requirements, communicating with partners and testing results Anticipate and identify issues based on expert knowledge of FP&A; processes and/or business trends, and proposing directions and solutions Responsible for financial consulting support on a multi million dollar budget.

Create foundational and integrated Financial strategies for individuals, families and businesses.

Multi Cultural Marketing Representative • Responsible for implementing target-marketing initiatives for the black and Hispanic communities. • Organized and facilitated large and small community based events, • In-store promotional marketing, • customer relationship management with assigned markets, and execution of marketing and pricing strategies and marketing plan development. • Responsible for driving & tracking sales growth within given markets.

In this role, I was responsible for; overseeing a team of 20, delegated task for event preparation, Marketing and promotion of NxLevel events to UNCG and the surrounding community. Also assisted in the development of the companies infrastructure of campus liaisons and incentive-based leveraging for Nxlevel associates.