In my role as a Search Consultant at JW Michaels & Co., I have joined the Global Markets & Investment Management team to work closely with some of the most prestigious hedge funds in the industry. My responsibilities include name generation, sourcing, prescreening candidates and helping managing through the recruitment process.

• Consult small to large size family businesses, CEOs, & founders to achieve long-term financial success through collaborative family office strategies using but not limited to LinkedIn Sales Navigator, Google Analytics, FINTRX & various social media channels. • Offer outsourced Chief of Staff services partnering with Business Ops, Finance, and HR on analytics, budgeting, resource management, and reporting for the function.

Position ended as my wife's family and I took time to care for my late father-in-law, who had Renal Cancer.

• Established a bird's-eye view across the team and multiple functional partners, connecting the dots to maintain momentum in a dynamic environment. Managed and helped create the Castle Island Family Office platform which supports fundraising, marketing, and investor relations. • Served as the liaison for initiatives and cross-functional partnerships, collaborating with counterparts across Strategy & Transformation to maintain alignment. • Expanded the client base by introducing over 120 clients, advising on $700M of family investment office assets.• Implemented Salesforce, Redtail, HubSpot, Microsoft 365 and Pipedrive products to optimize data-driven decision-making for business development teams.• Streamlined CRM workflows through client-first initiatives and enhancing user experience for internal teams. Demonstrated ability to communicate technical information effectively with both colleagues and senior management, bridging the gap between business needs and technical execution.

Zoomin, a data management provider, was acquired by Salesforce for $450 million. This acquisition will allow Salesforce to help customers manage unstructured data and create more personalized and intelligent AI experiences.

Throughout the COVID-19 era, I focused on family care, personal development, and education. Later, I began consulting for family offices and private firms, overseeing significant projects, initiatives, and strategy. My responsibilities included leading communications, managing diverse teams, optimizing operations, improving efficiency, and concentrating on fundraising and strategic growth.

• Employee #4, Managed the ecosystem of funding and banking partners, delivering securitizations and other financing vehicles to secure optimal economics for the company. • Managed investor relations, providing transparent and timely updates to stakeholders, which strengthened investor confidence and support. • Developed and maintained strong relationships with investors and financial institutions, ensuring continuous support and alignment with the company’s financial goals.• Developed HR processes, including onboarding and talent acquisition, to support a growing team in a fast-paced startup environment, cutting time-to-hire by 25%. • Partnered with leadership to develop and launch a new product line, driving early adoption and exceeding initial sales targets by 20%. • Coordinated logistics for meetings, presentations, and team projects, ensuring follow-up on action items and deadlines to drive project success and client satisfaction.

• Researched, recruited and placed C-level assignments (MD & above) across Global Markets, Hedge Funds, Private Equity, and Asset Management.• Created an internal VC firm alongside the Founder & CEO to invest in and incubate SaaS companies, partnering with notable industry figures like Denmark West, former President of Digital Media at BET and Chief of Staff at Microsoft.• Built and maintained professional relationships with CEO's, founders, potential partners, board members, and other industry leaders.• Lead special projects, including HR support, research, and logistics for portfolio companies and key stakeholders. • Reduced response time by 35% within four months and improved lead conversion rate by 15% in 90 days.