Built Monument, from idea phase into a Telemedicine platform serving over 7000 patients and operating in 11 states.Responsible for:-Establishing legal and operational infrastructure for creating and expanding the Telemedicine business-Working with medical team to create and implement care pathways for treatment-Creating an insurance infrastructure including negotiating national contracts with 3 of the largest health insurers in the country.

PaintZen is a platform that allows home and office clients to find, book, and customize their paint jobs to fit their personalized needs. From monthly office touch ups to logo and whiteboard painting, PaintZen does it all and makes the process stress free. Paintzen was acquired by PPG Industries in 2018.

Co-Founded MyClean.com. MyClean.com is the first residential and commercial cleaning company to disrupt the way that people find, schedule, and pay for quality home and office cleaning services. At MyClean, I was responsible for managing the initial product roll-out and all incremental enhancements to MyClean.com. The original platform got the company to over 9,000 registered users and over $200,00 per month in revenues. Additionally, I helped to install a management team, including CEO, to run the company full time.See our story at: http://www.myclean.com/blog/?p=452&cpage=1

• Provide fee based financial planning advice to clients in all areas, including estate planning, investment planning, retirement planning, education planning and insurance planning• Work with corporate clients, third party administrators, and investment managers to structure and implement qualified retirement plans • Structure and manage a team to professionally implement a process for high quality client services and communication• Acquire and deepen relationships with clients through comprehensive needs based marketing and existing client referrals• Utilize modern portfolio theory (MPT) and asset allocation techniques to manage risk and initiate an efficient return• Develop investment policy statements and strategy guidelines for equity and fixed income investment portfolios• Perform due diligence on various investment managers to identify suitable separate account and mutual fund allocations for various client portfolios• Use financial planning and reporting tools to generate presentations and run projections for clients and prospects • Actively monitor all developments within the business environment of the private wealth management industry

Co-founded and developed the leading online publisher of coupons for college students at its time. www.coupons4campus.com. Responsible for building HTML based web site, developing brand, writing business plan, as well as managing day to day business and technology operations