President (November 2018-April 2019)Led Eden Green Holdings, from it’s U.S. inception through November 2018. As a team, during this time, we accomplished:• Established and designed Eden Green’s international corporate structure with a UK parent company and subsidiaries in the U.S. and Ireland.• Led and completed asset purchase of South African entity• In conjunction with our legal partners, launched global patent portfolio based on existing patents and managed… Show more President (November 2018-April 2019)Led Eden Green Holdings, from it’s U.S. inception through November 2018. As a team, during this time, we accomplished:• Established and designed Eden Green’s international corporate structure with a UK parent company and subsidiaries in the U.S. and Ireland.• Led and completed asset purchase of South African entity• In conjunction with our legal partners, launched global patent portfolio based on existing patents and managed worldwide patent strategy. • Raised and negotiated $2M in initial friends and family round, followed by an additional $20M in investor funding. • Led and developed executive team and formed key management positions for operation.• Built a world class indoor vertical farming facility, at 43k sq. ft., and the first greenhouse facility in the US with our patented technology.• Worked to form relationship with retailers, that eventually resulted in a supplier contract. • Create strategic structure and opportunities to further develop product and business expansion. • Created strategic relationships with various business’ and their executives.• Launched a branded consumer salad product, including complete marketing (design, naming, logos, and in store promotions). • Instituted a food safety program, complete HAACP plan and SQF certification. • Created a culture to encourage and empower collaborative decision making and creative problem solving. Show less

Senior Relationship Manager (January to August 2015)• Developed strategy to grow Institutional Fixed Income business by driving high-touch client relationships with select Equities clients for cross-sell investment opportunities. • Met with asset managers, hedge funds and family offices across North America to discuss Fixed Income investment strategies/opportunities and ensure consistent client services across the firm; partnered with Fixed Income sales team for execution

• Built and led new cross-divisional business between Institutional Equity Sales & Trading and Wealth Management providing equity coverage to a targeted segment of the institutional client base.- Developed commission-based institutional equity coverage model with emphasis on strong client relationships; established and managed group’s infrastructure and processes; built and grew team from 8 to 52 people.− Increased annualized revenue from $28 million to $420 million in 7… Show more • Built and led new cross-divisional business between Institutional Equity Sales & Trading and Wealth Management providing equity coverage to a targeted segment of the institutional client base.- Developed commission-based institutional equity coverage model with emphasis on strong client relationships; established and managed group’s infrastructure and processes; built and grew team from 8 to 52 people.− Increased annualized revenue from $28 million to $420 million in 7 years maintaining 40+% profitability margin.− Business contributed total revenue to $1.5+ billion in 7 years.− Grew client base from 50 to 800− Achieved #1 ranking by McLagan Revenue GPS. • Oversaw Wealth Management Equity Trading (manual and electronic), the largest wealth management equity flow in the industry; improved trade efficiency, accuracy and execution metrics.• Designed cost models for profitability margins of internal resources; performed quarterly analysis to inform strategic decisions.• Served as key member of Best Execution for Wealth Management Committee, and Equity Best Execution Committee. • Oversaw integration of Smith Barney’s $200 million Institutional Middle Market Fixed Income and Equities Groups post-acquisition; directed transition of infrastructure, processes and staff; redeveloped business structure and client approach and created system to streamline account management. Show less

Oversaw Morgan Stanley's Institutional Equity Division for the midwest region• Developed strategy and performance for Midwest Institutional Equities team, increasing revenue by 42% to $220 million within 4 years; expanded product offerings and grew client base, resulting in a larger and more profitable regional footprint.• Established customized approach to account management; designed sales strategies and introduced sophisticated investment vehicles (derivatives, electronic trading… Show more Oversaw Morgan Stanley's Institutional Equity Division for the midwest region• Developed strategy and performance for Midwest Institutional Equities team, increasing revenue by 42% to $220 million within 4 years; expanded product offerings and grew client base, resulting in a larger and more profitable regional footprint.• Established customized approach to account management; designed sales strategies and introduced sophisticated investment vehicles (derivatives, electronic trading, prime brokerage, swaps) to meet client investment needs and goals.• Directly cultivated and managed relationships with key hedge fund, asset manager and mutual fund clients.• Led 15-person team, integrated derivatives and electronic trading experts and implemented cross-selling strategies to promote new products to clients. Show less

• Served as senior sales trader for Equities, managing a portion of the firm’s largest institutional accounts at the request of senior management.• Directly managed relationships with leading hedge funds, asset managers and mutual funds; consistently ranked as #1 producer by McLagan Revenue GPS.• Supervised and mentored part of sales trading team.

• Led the cyclical trading team on the position trading desk; focused on energy (oil and gas) and managed risk while facilitating capital for clients. • Grew market share by cultivating new client relationships and growing market share with existing clients; achieved top 3 ranking, moving up from #6.

• Managed/Covered large institutional accounts, focusing on major hedge fund client accounts.• Consistently ranked as top sales trader in this sector by McLagan Revenue GPS.