Distributed Technologies Research is a fintech company focused on simplifying global payment infrastructure by bridging national payments systems around the world to make financial transactions efficient, secure, and universally accessible.

➤ Established platform to identify unique investment opportunities in startups and alternative investments.➤ Provided strategic advisory services to various companies including a $200M EBITDA global VPN company.

➤ Team: 11 Direct & 2.2K Total | $465M Annual Revenue | Expanded from 2 to 8 states in 3 years➤ Recruited by CEO to lead company-wide operations including, retail, wholesale, marketing, manufacturing, supply chain and cultivation for newly-formed publicly traded company.➣ Formed cohesive strategy and operational plan to scale company and attain fiscal and operational goals. ➣ Delivered 275% revenue growth and 150% EBITDA growth over 3 years.➣ Acquired and integrated 10 companies.➣ Built 33 retail stores and acquired additional 45, increasing retail footprint to 86 stores.➣ Launched 13 brands nationally following extensive market research, R&D and go-to-market planning.➣ Installed AYR Operating System across 18 facilities, incorporating LEAN manufacturing and continuous improvement principles.➣ Tripled production footprint to 1.3M sq ft, building 900K sq ft of additional facilities.➣ Deployed $250M CapEx for manufacturing and retail expansion. ➣ Averted bankruptcy crisis during COVID pandemic, motivating team to launch 50-car delivery service and online ordering platform in only 2 weeks.

➤ Counseled ultra high net worth clients, implementing strategies emphasizing tax and estate optimization, portfolio risk management, alternative asset investing, specialized financing alternatives and philanthropic strategies.➤ Drove revenue growth through holistic planning with a focus on generating high risk-adjusted returns.

➤ Built advisory businesses from the ground up.➤ Amassed a client base with aggregate net worth exceeding $1.5B.

➤ Specialized in consulting and business process outsourcing (BPO) services tailored for asset managers, including hedge funds and private equity firms.➤ Focused on enhancing non-investment business functions to boost operational efficiency and overall enterprise value.

➤ Team: 6 Direct & 120 Total | $250M Annual Revenue | Global: US, Europe & Asia➤ Hired by the CEO to lead the global equity trading department. ➤ Spearheaded efforts to rebuild and rebrand the business, enabling Bernstein to monetize its industry-leading research.➤ Marketed firm extensively meeting 100+ clients globally to expand and deepen senior level relationships.➣ Achieved highest all-time market share.➣ Recruited high-caliber talent and harmonized internal relationships, improving communication and collaboration essential for delivering a unified service to clients globally. ➣ Expanded capabilities in electronic trading and derivatives, creating additional avenues to engage with clients.

➤ Team: 9 Direct & 750 Total | $600M Annual Revenue | Global: US, Europe & Asia➤ Appointed by the CEO to develop and drive a multiyear strategic initiative, aiming to elevate the equity platform to the level of key competitors among major global investment banks. ➤ Transformed Jefferies into a full-service global equity franchise from a legacy US-centric execution-focused business.➤ Recruited top-tier talent, established previously absent business lines, modernized infrastructure and dismantled departmental silos, fostering a unified "One Team, One Firm" culture characterized by transparency and collaboration.➣ Upgraded US trading, sales and research, increasing rankings in cash equities to 10th from 16th and research to 12th from 18th.➣ Grew capital markets revenue to $100M+, overseeing IPOs, equity and convertible secondaries and syndicated block sales.➣ Created new businesses in derivatives, electronic trading and prime brokerage, adding 350 new clients.➣ Launched Asian platform, building offices in 4 countries and hiring 100+ people in under 1 year.

➤ Team: 8 Direct & 40 Total | $120M Annual Revenue | Global: US & Europe➤ Founding member of startup equity derivatives platform that scaled to $800M annual revenue in 5 years.➣ Built and managed 4 distinct businesses: Institutional Derivative Sales, Private Equity/Venture Hedging, Equity Linked Notes and Structured Investments.➣Created $120M annual revenue fund-linked business, halted shutdown and led subsequent sale to Société Générale for $50M. Spent 9 months integrating the acquisition at Société Générale.