Business Development and Account Management for Tax (Consulting, Compliance, HNW and Family Office), Audit (External & Internal), Business Advisory, Valuation, Employee Benefits and Property & Casualty Insurance. Who I serve:Private companies in hyper-growth mode doing dynamic things in the market – domestically and internationally – coupled with holistic tax-advantaged strategies for owners/succession planning and Private Equity with an eye towards exit and next steps.Publicly-traded companies in need of SOX compliance/technical accounting, valuation and tax consulting/special projects...think SEAL team in support of Big4 external auditors.

Resource-dedicated Board member for ACS of Southeast Florida charged with corporate development and support of all awareness, advocacy and fun(d)raising activities of the nation's largest not-for-profit dedicated to ending cancer as we know it...for everyone.

Volunteer - Incubator and Accelerator Consultative ServicesThe VMT is a nonprofit educational 501(c)(3) dedicated to fostering the startup community by training and credentialing Mentors and then connecting them with the best and brightest entrepreneurs to help startups reach their full potential.

Member of the Board of Directors, Martin County Ambassador, Events Committee (Chair - Annual Meeting; Member - Site Tours). The Treasure Coast Manufacturers Association (TCMA) exists to promote and enhance established local and regional manufacturing, distribution and other wholesale operations. We do this in strong partnership with the EDC St. Lucie County, BDM of Martin County, The EDC of Indian River County, the South Florida Manufacturers Association, the Central Florida Manufacturers Association, The Florida Manufacturers Association and FloridaMakes.

Newly created role and member of leadership team reported directly to CEO. Responsible for crafting dynamic, sales-oriented marketing strategy and plans [new markets, channels and media], as well as managing a department charged with reinvigorating every facet of brand, marketing, PR and advertising. Partnered with NSM to develop and deploy nationwide, funnel-filling lead-gen programs designed to support geo-territory expansion, growing field sales force and achieve publicly-traded parent company’s growth goals.Worked directly with clients executives and marketing teams to design custom products and programs to dramatically improve product penetration and profitability.

Lead a team of marketing professionals responsible for supporting brand and relationship development throughout Florida. I was the primary marketing strategist and worked directly with the Regional / Office Managing partners and key business partners to develop, prioritize and execute revenue-generating programs targeted at dynamic, middle-market companies - both public and privately held. ROI-centric duties included Regional Strategy & Planning, Workflow and Change Management, as well as Budgeting and Reporting.

One of south Florida’s largest, full service advertising, marketing and interactive agencies with clients across the nation and in a host of industries -- brand, print, tv, radio, non-traditional/guerilla, tradeshow, and online.

In it's heyday - nation’s largest independently owned, technology-enabled insurance agency providing a choice-model array of products and providers to Fortune 500 employers, large Affinity-based organizations, and Financial Institution customer bases.

Private Client division of one of the world’s leading risk and insurance services firms providing risk management consulting and insurance brokerage services.

"Big 4" assurance and advisory business services, tax consulting and compliance, information systems and business risk services, and corporate finance company.