•Develop Financial Models to help evaluate business•Business and Cash Flow Forecasting•Prepare and Analyze Financial Statements•Seek Financing Alternatives and Obtain Financing•Trademark and Patent Analysis•Member of the Board of Directors

•Develop and implement management consulting services•Raise capital through private equity and/or the commercial banking•Provide long-term capital management and marketing support for start-ups

•Worked directly with inventor and CEO to bring a new products to market •Raised funds, set up distribution channel.•Instrumental in decision making from finance, marketing, to endorsement.

•Instrumental in creating the Sampson Group as a marketing arm for cost segregation services on the east coast.•The first referral netted 43 potential properties.

Prudential Securities A.G. Edwards & Sons•Increased assets under management by 30% per year.•Moved 200 accounts from previous broker•Presented firm to Morgan Stanley Investment Banking. One of nineteen business plans selected for review out of nineteen thousand submitted.•Worked with Don Callahan of Morgan Stanley to produce software system to capture outside money manager assets below one billion dollars. •Led east coast in new accounts•Traded one-billion face amount CMO.•Grew in house assets from four million dollars to fifty- six. Outside assets from 0 to two billion. Averaged bringing in house over one million dollars per month.•Captured first institutional account•First professional athlete account•Largest commission trade in branch history