-Developed a new firm strategy, focused on growing the business through inorganic opportunities. -Present investment opportunities to c-suite executives and build presentations for our President to use with board members -Analyze market dynamics and synthesize the data for the CFO and CEO to help them better understand changing trend and areas of potential growth -Lead all aspects of deal management: idea generation, opportunity sourcing, integration and valuation modeling, board presenting, and crafting our letter of intent. Developed and maintain Hartford Funds international valuation, used for employee compensation and firm equity program.

- Analyze Mutual Funds to determine what is driving value in performance through the evaluation of manager skill compared to positive market conditions. Leading to making recommendations to firm analysts that resultated in over $100 million in new assets.- Develop new relationships with our largest Financial Services clients representing $10.5 billion in assets and $2 billion in sales in 2018.- Train and mentor new Financial Advisor Consultants to upgrade skills in selling, oral communication, and uncovering new opportunities.

- Worked closely with financial advisors to understand their client’s needs for retirement. Partnered with advisors to meet client goals and build new investment portfolios ranging from $1-$20 million. - Helped financial advisors to streamline their business to increase productivity and profitability and allowing Advisors to focus on their clients and less on time-consuming aspects of being a small business owner

-Supported Advisor Consultants and educated financial advisors who call Hartford Funds. This would range from advising on the latest market research to recommending an investment strategy for a client.

- Working for the Financial News publication I developed a new client base from the top 100 Hedge Fund and Private Equity managers across Europe. This required an ability to communicate and connect quickly with people across cultures

- Invited to return to train and work as lead valet- Developed car retrieval process to cut-down client wait- Resolved dissatisfied customer issues.