- Founded consulting firm providing strategic CFO & CIO services for investment funds/firms focused on strategic planning, corporate development (M&A), investor relations, corporate governance and risk management- Led multiple confidential engagements for hedge fund and private equity fund managers- Advised fintech startups on strategy and corporate development- Developed strategic plans for executives & boards of private firms- Served as subject matter expert to firm building marketing/product development dashboards with KPI's for a top-tier institutional asset manager- Executed advisory firm setups, startup valuations, investor relations strategies and target due diligence

Provided strategic CFO and consulting services to financial advisory firm owners totaling $2B in AUM and $20M in Revenue.

- Managed portfolio of projects for West and Northern Divisions of Corporate Physical Security- Partnered with multiple teams to ensure project completion, risk mitigation and client satisfaction

- Led multiple Change Management and Risk Management Projects for Fortune 70 cable/telecom company- Oversaw Risk Management, Process and Controls, and Systems Implementation for the Physical Security Operations Center (PSOC)- Managed team of operations specialists and intelligence analysts responsible for investigations, fraud, exigent circumstances, event monitoring and other risks- Led year-long transition from outsourced service to a new internal team, including hiring and training 14 team members and supervisors

VP of Strategy for Abundance, LLC, an LPL affiliated wealth management firm serving the Southeast, with offices in Georgia and North Carolina. - Led strategic growth initiative resulting in 280% increase in assets under management in 16 months by recruiting new advisor, creating new portfolio management strategies and allocations, and implementing tactical trading systems - Led weekly economic and market strategy call with advisors and senior team members and created contrarian-minded market commentaries in support of advisor’s investment thesis

- Drove strategic planning process yielding a 30% increase in AUM in Q1 2012 by developing new portfolio products and marketing campaign for HNW Clients- Launched and led research division providing securities research and compliance-vetted publications in support of investment thesis for advisors and clients

Led team of 7 responsible for financial reporting and regulatory filings for $550+ billion in assets at bond giant PIMCO.

Ran trading desk at global macro hedge fund and served as operations director for the fund's launch and management (compliance, client relations, legal & audit project management, off-shore regs, etc.).

MILLO FINANCIAL GROUP, INC.- Provided customized portfolio management that combined behavioral finance analytics & proprietary options hedging strategies to protect clients’ portfolios- Created alternative asset management division and incubator hedge fund- Established financially successful art entrepreneurship & mentorship program culminating in gallery events in restored warehouse office space

Combat-decorated Infantry NCO; 6+ years of service, including 7 month deployment for Operation Iraqi Freedom in 2003.