I have officially transitioned from Career Institutional Bond Sales/ Management to struggling actor to now struggling author. What a fun ride. Pick up my book "Old Bones, Young Spirit", an entertaining chronicle of my circumnavigation of Lake Michigan by bike and the great stories encountered along the way.

Strategically and tactically assess and advise matters of a financial nature relevant to the long term success of Winona State University, a mid-tier sized but nationally recognized university in Minnesota

SEED CX is an alternative derivative trading platform regulated by the CFTC founded out of research at MIT's Center for Finance and Policy. Seed began as an alternative commodity trading exchange and has repositioned itself as a leader into the crypto futures, and derivative space.Advised in areas such as market evaluation, sales outreach and positioning, fund raising and market potential.

Instructing and advising early stage organizations to define and refine their sales organizations and processes. Go-to-market strategies, sales assessment systems, sales enablement tools, customer satisfaction assessments, sales plan enhancements. Presently working with several startup companies in a diverse array of for-profit, social impact and not-for-profit industries including Fintech, Artificial Intelligence and influencer marketing, new wave medical devices, 3PL/ Logistics, virtual reality and personal alert devices.

TechCXO is a consulting partnership focused on C-level relationshipsSales and marketing executive providing leadership advice for building and growing sales organizations. Particular focus on both Tier 1 global, financial organizations and, most recently, early stage and emerging high growth, technology and technology enabled business services companies.Currently providing CSO services to early/ mid stage companies, as well as a 3bn+ industry leader as a chief sales officer/ CSO partner for TechCXO, an INC. "Fastest Growing Company" for the last five years.

Working with early stage organizations to define and refine their sales organizations and processes. Presently working with several startup companies in a diverse array of for-profit, social impact and not-for-profit industries

Mizuho is a multi-$TR international bank ♦ Built and grew the Midwest office - built staff levels and establish policies and procedures and sales activities. Collaborated with national sales management, trading, research, and back office during the establishment of administrative, operation, accounting, and building a sales pipeline from the ground-floor. ♦ Directed a team with up to 9 top-tier sales professionals, each highly skilled within the bond market. ♦ Led multimillion-dollar account management and customer relationship management processes. Consulted with executives on business vision, value addition, and planning for business development to ensure aggressive sales goals were met — grew team to an estimated $25MM in revenue. ♦ Recruited, interviewed, and hired talent who added value to the sales team — grew from zero sales to an estimated $18MM in new corporate bond and mortgage-backed security sales. Coached and trained personnel to motivate, educate, and inspire staff to nurture sales penetration. Reduced staff turnover by properly vetting candidates prior to bringing on board. ♦ Worked with institutional banks, insurance companies, money managers, and hedge funds primarily within the US. ♦ Sold corporate and mortgaged backed bonds from zero penetration to a Top 10 ranking firm in less than 5 years. Ranked consistently in top 10% for performance amongst corporate bond salespeople. ♦ Implemented Salesforce to introduce CRM, cloud computing, and sales/marketing applications. Utilized key marketing strategies — segmented emailing, workflow automation, campaign development, sales-cycle management, relationship building, and opportunity tracking. ♦ Analyzed data to determine the sales team’s performance, including the quantity of prospect meetings scheduled, conversion rates, lead development statuses, and sales pipeline growth.

ABN Amro is a very large international bank acquired by Royal Bank of Scotland ♦ Worked with acquisition company, Royal Bank of Scotland, between 2007 and 2008 to assist with acquisition and migration of company resources, client accounts, and retained staff. Collaborated with RBOS’s teams, working closely with analysts and associates to sustain business levels during ABN’s closure. ♦ Established client accounts with bankers, money managers, insurance company, hedge funds, and institutions. Directed fixed income sales of credit-related and structured products to major insurance companies and banks in the US. Built as new entry in the U.S. Capital Markets to a Top 10 firm. ♦ Networked with executive staff to identify areas for market penetration, market share growth, and overall increases in productivity. Analyzed sales data and business development initiatives that met key performance indicators (KPIs) and high returns-on-investment (ROI) goals. ♦ Participated in customer relationship management (CRM) process, trading and administering bond transactions with institutional clients. Started with initial order review and information verification, coordinating purchases, answering inquiries, and ensuring solid transactions to produce repeat and referral clients. ♦ Identified new sales opportunities that increased sales and expanded market share, focusing heavily on untapped or neglected accounts as well. Audited client accounts and performed monthly reviews and reconciliations as needed. Performed routine Sarbanes-Oxley reviews, ensuring staff adhered accordingly. ♦ Worked closely between traders, sales, and investment research staff during the maintenance of client accounts. Recruited and hired a sales staff that consisted only of top performers and worked collaboratively with trading staff to ensure customer investments and portfolios grew aggressively and consistently.