In my capacity as Chief of Staff, I operate as a strategic and thought partner to the Chairman/CEO, driving the realization of high-level organizational objectives. Collaborating seamlessly with the COO on major initiatives, I demonstrate a unique blend of autonomy and team synergy in executing long-term projects. I am often entrusted as the ambassador for our firm and the CEO in various settings, navigating situations and maintaining strong relationships with key stakeholders, clients, and partners.As Chief of Staff at Loop Capital, I work with the Loop Capital team on the strategic expansion of Loop Wealth. Our subsidiary identifies prime private investment opportunities for high-net-worth individuals. One of our flagship investments, COCO5, is redefining hydration for all individuals. COCO5 is an all-natural sports drink powered by young coconut water. It contains no artificial ingredients and only naturally occurring electrolytes to improve hydration. It is a healthier beverage alternative for professional athletes, recreational athletes, and active people of all ages. As a member of the core leadership team, I actively participate in setting the company's direction and managing multiple facets of the company's growth in the Chicago and Midwest regions. With an unyielding commitment to integrity, outstanding organizational aptitude, and a proven track record in stakeholder engagement, I aim to drive excellence in every endeavor.My CoS key functions include:- Collaborating with the CEO and COO on strategic initiatives and independently managing long-term projects.- Representing the firm and CEO at various events, demonstrating adaptability and professionalism.- Conducting research and analysis on key business issues, providing data-driven recommendations.- Identifying and implementing opportunities for operational enhancements, driving efficiency, and excellence.

As part of the Equity Division and transition management team, I interface with institutional clients presenting the Loop Capital Markets platform including brokerage services, research and transition management services. For transition management clients, I assist our team with transition strategy and implementation including pre-trade construction, intra-day performance, and post-trade delivery.

Serving a thriving community at Christian Life Center (CLC), I drive the Life Groups ministry, weaving together 1,000 members into smaller, spiritually enriching communities. I guide 50 diverse group leaders, emphasizing spiritual discernment, fostering collaboration, and ensuring that every group resonates with CLC's vision. As a member of the executive decision-making committee, I combine servant leadership with candid communication, always aiming for the broader vision of CLC.Core Responsibilities:- Teaching Team: Regularly participate in Sunday morning services, delivering sermons, teachings, or messages that align with the church's vision and values.- Pastoral Duties: As part of the church’s pastoral staff, participate in baptism services, weddings, funerals, leadership meetings, and other pastoral roles as scheduled. - Leadership & Strategy: Lead a team dedicated to the growth of a robust Life Groups (small groups) ministry, emphasizing consistent involvement in spiritual and leadership development. - Annual Planning: Craft and execute an annual roadmap prioritizing sustained growth in small group participation and engagement.- Recruitment & Training: Spearheaded initiatives for regularly recruiting group leaders and participants. Ensure effective training and resource allocation for all small group leaders to fortify their leadership skills.- Oversight & Coaching: Serve as the overarching leader for all small groups, mentoring group leaders and assisting them in their roles.- Promotion & Awareness: Develop promotional materials and strategies to raise awareness of Life Groups ministry's significance and provide clear pathways for involvement.

Focused on the direct marketing of the firm’s transition management services.

Primarily focused on sales & marketing of the firm’s transition management services. Project/Portfolio Manager responsible for development and implementation of transition trading strategies, pre, intra- and post-trade analysis and transition client communication.

Worked directly with Global Equity Division traders and senior sales staff to provide research and sales support. Completed request for brokerage services RFPs from investment managers, public and private plan sponsors, and other entities. Responsible for attending public pension fund committee/board meetings; develop relationships with key personnel to enhance brokerage utilization with prospects and clients.

Worked directly with CEO to conduct investment research and analysis to implement new ETF investment strategy for retail clients. Produced financial reports and comprehensive plans for prospective clients. Assessed economic trends to make investment portfolio and overall financial strategy recommendations to clients.

Instrumental in new markets/product development. Work directly with Managing Director and President & CEO to advance product-specific marketing directives. Position company for profitable growth in revenues and assets under management by developing new institutional relationships {i.e., Government, Corporate, Taft Hartley, endowment, foundation, etc.} and avenues of distribution. Create and maintain marketing database to provide market feedback regarding what investment strategies and investment vehicles institutions are seeking.

Recommended the value oriented Ariel mutual funds and separate accounts to financial advisor and Registered Investment Advisors in Illinois, Canada, and the East Coast. Responsible for establishing expertise and familiarity with profiles, financial performance, and statistics of portfolio companies in the Ariel mutual fund products. Constructed a new presentation, using current and past economic data, to publicize Ariel’s financial literacy initiatives .