Comprehensive Wealth Management Firm, Specializing in Strategies to Lower Taxes and Maximize Retirement IncomeImpact Wealth provides comprehensive wealth management services that simplify your life so that you can focus on the things that matter most. Acting as partners and trusted advisors, we build relationships with our clients and get to know you on a personal level. We offer thoughtful, intelligent counsel and work to develop wealth management solutions tailored to your specific needs and goals.Learn more at www.ImpactWealth.com

Mechanic Advisor is a leading CRM SaaS company serving the Automotive Service & Repair Industry. Our CRM helps S&R shops automate marketing, reputation management (Google Reviews), and direct communication with new and existing customers, increasing customer visits, customer retention, and annual revenue. Mechanic Advisor also hosts a Service & Repair Shop web directory, and is the first to integrate telematics data into their CRM, enabling shops to utilize telematics devices to stay connected with their customers 24/7 that has been proven to substantially increase annual revenue per connected customer.

At Mojio, we design, develop and deliver connected mobility solutions that transform a complex array of data from connected vehicles into scalable services for our partners and their customers.

| Strategic Partnerships | Business Development | Strategy | Sales & Operations | Telematics | Mobility | SAAS | Consumer Products | Finance & Insurance | B2B2C Solutions |

Recruited by Verizon Connect, a connected car technology company, to develop a new automotive aftermarket channel intended to scale distribution of their consumer telematics product “Hum by Verizon” and commercial fleet solutions. • Developed enterprise-level B2B2C distribution and data monetization strategies designed to scale distribution by leveraging OEM's, National Franchise Auto Dealership Groups, Large Service and Repair Chain/Provider Networks, and Global Finance & Insurance (F&I) - Third Party Administrator (TPA) companies.• Represented company at industry related conferences, trade shows, and events in order to identify strategic partnership opportunities to scale distribution and enhance product offerings. (CES, SEMA, AAPEX, NADA)• Designed unique business models and GTM strategies for each partnership including SWOT analysis, financial projections, product integrations and road map, client onboarding, training, and key metrics (KPI's).• Led daily coordination of all internal and external teams required for successful implementation including legal, finance, marketing, product, technology, sales and operations.• Executed Proof-of-Concept pilots to evaluate various sales and distribution models, and the impact of data-sharing (via API’s) on overall customer experience, adoption, retention, and average invoice size.• Successfully launched pilots with Ford, NAPA, Bridgestone and Firestone that led to an increase in customer adoption and NPS scores, average invoice values (+15%), customer retention (+65%), and total annual business revenue (+55%), in addition to discovering new “must have” customer use cases. • Reported on key results and market potential to executive leadership, including a 3 – 5 year distribution and data-monetization business proposal expected to generate 2.1 million new customers and over $375 million in gross revenue per year.

One of four founding members of Driven Analytics, an automotive technology start-up company that integrates connected car technology via aftermarket telematics hardware and proprietary software, data-bases, online web portal and mobile app to increase customer retention and engagement and maximize revenue opportunities through data-sharing in the automotive industry.• Competed in the 2015 Rice Business Plan Competition (Semi-finalist)• Recognized as “Top 20 Global Start-ups in 2015” by CNBC• Personally led successful capital raise of $1 million seed round investment via institutional (i2e) and angel investors • One of three on executive management team responsible for all strategic, day-to-day business decisions• Participated in all stages of company growth from inception to launch including strategy and business plan formulation, hiring, product development, customer onboarding, and strategic partnership negotiations• Developed extensive network of franchise dealership groups, dealer service, F&I and TPA companies, software management (SMS/DMS) providers, hardware suppliers and automotive service and aftermarket retailers • Sourced and negotiated partnership with large, international aftermarket supplier (BG Products) representing 18,000+ distribution centers

Consulted on various financial, insurance, retirement and alternative asset (life settlement) transactions in the high net worth/affluent markets.

KBC Bank specializes in identifying, structuring, and facilitating purchase and lending opportunities for institutional investors in the Life Settlements industry. • Promoted to Director of Portfolio Lending & Policy Acquisitions upon acquisition of Northstar Life Services in 2008• Represented company at conferences and trade shows, including speaking engagements & panel discussions• Developed global network of C-level Executives, Institutional Investors and Hedge Fund Managers • Sourced and conducted extensive financial analysis and due diligence on $20 Billion of Life Settlement assets• Determined bids, drafted term sheets and negotiated contracts for individual and portfolio transactions • Originated largest portfolio lending transaction in 2011, leading to company’s second acquisition

Northstar Life Services, acquired by KBC bank in 2008, is a life-asset servicing company servicing over $8 billion of Life Insurance policies. • Sold a highly complex, structured product involving premium financing of large life insurance policies for high net worth individuals (10M+)• Represented company at conferences and trade shows, including speaking engagements & panel discussions• Developed national network of top Estate & Trust Planners, Attorneys, CPA’s & Insurance Producers • Led Account Executive team responsible for $35 million in revenue via origination of $700 Million in face-value

InnerAd Productions creates unique local content programming for the Food, Hotel, and Entertainment industry. • Worked part-time while completing Bachelors Degree.• Responsible for all aspects of Sales, Marketing, and Product Development.

Risk Management Consulting Internship, prior to completion of Bachelors Degree in Accounting.

Vector Marketing Corporation is the exclusive distributor of Cutco Cutlery products.• Sold high quality Cutco Cutlery products via referral-based direct sales presentations to middle class families• All American Scholarship Award recipient – Top 50 among 30,000+ sales reps worldwide within 4 months• #1 sales rep in southwest division, including multiple national sales records within first year• Completed extensive management training, researched territories, and opened Branch Office in Norman, OK• Recruited, trained, and managed over 1,000 sales reps within a 4-year period (#1 in Recruiting, #2 in Sales)• Presidents Club Award – Top 10 District Office in sales and recruiting each year (300+ locations worldwide)• Excalibur Award – 1st District office to achieve $500,000+ annual sales