President of Southern Equity, a global investment firm based in the U.S. Virgin Islands. Southern Equity's portfolio includes a diverse range of alternative investments.

Managing Partner of Southern Equity Ventures, a venture capital firm and the General Partner of SE Ventures Fund II LP, an early stage venture fund backed by Southern Equity.

Managing Partner of Southern CFO, a fully remote professional services firm that provides fractional CFO, FP&A and accounting services to family offices, high net worth individuals and investment funds.

Founder and President of Milton Capital, a private investment firm focused on real estate and venture capital investments.

Chief Financial Officer at TechSquare Capital Fund I, LP, an early stage venture capital fund with investments in more than fifty startup companies that have raised more than $4 billion of capital.

Provided fractional CFO services to technology startups and venture funds.

Senior executive and early investor in Microban International, Ltd., a venture capital-backed growth company that manufactures and distributes Microban, the world’s leading branded antibacterial ingredient. Invested in 1994 and served as a senior executive on the company's management team until 2001. Exited as an investor in December 2011 upon the sale of the company to W.M. Barr & Company.

Partner in a boutique investment bank specializing in real estate and entrepreneurial investment opportunities. Raised capital and served as financial advisor to a broad range of clients including real estate developers and entrepreneurs.

Advised banks, insurance companies and other financial institutions on the restructuring, securitization and sale of real estate and mortgage portfolios.

Completed Salomon's investment banking financial analyst training program. Provided financial analysis and deal support for a variety of debt and equity transactions.