Assisted with setting up tax returns for senior accountants/CPAs to review and approve. Worked with individual tax returns on the Intuit Software platform.

Assisting with payroll, accounts payable and accounts receivable. Megatech is a manufacturer of educational equipment for the automotive industry.

Lake Dog Partners, LLC is a consulting firm that is focused on helping Asset Management Boutiques define their opportunity set, enhance their marketing materials, and increase their exposure to strategic business partners.As an independent contractor/solicitor; we engage RIAs and Financial Intermediary due diligence/key account professionals on behalf of the boutique asset managers. We take the time to learn about the investment manager's challenges and discuss potential solutions. Ideally we represent a portfolio manager that fits their need, allowing us to make an introduction. That being said, we don't always have the perfect solution, so we discuss with the investment manager other options that could be a better fit.At the end of the day, we want to be a valued consultant to both parties; to be of service to the investment professionals we call on and the asset management firms we represent.

Independent Contractor/Solicitor; marketing CAIM's advisory services to solicit and refer prospective clients for whom CAIM’s investment advisory services would be suitable. As an independent contractor, I do not hold myself out as an employee, officer, director, partner, or joint venturer of CAIM LLC.

'40 Act Mutual Fund, Emerging MarketsKey Accounts and National Sales DirectorDirected the firms marketing efforts with Consultants, RIAs and Financial Intermediaries, to convey the value add of including the product’s asset class in portfolios, including improvements to the marketing material and communication to prospects. Focus on developing a high touch, personal experience to clients, while delivering on their requests. Collaborated with management on sales goals, planning, and forecasting; maintained short and long-term business development plans while understanding the strategic opportunities.

Member of the Mathematics and Science Department; teaching Third Form students Geometry and Physics.

Assisted the Science Department, teaching Physical Science for Fall Term and Life Science for Spring Term, along with being a homeroom counselor.

Fiera Capital, Inc. acquired Apex Capital Management in June of 2016. Business development responsibilities were adjusted to focus on financial intermediaries, along with registered investment advisors and key accounts with legacy Apex assets. Spearheaded regional distribution of separately managed accounts, mutual funds and alternative investments focused on wire house channel, registered investment advisors, institutional consultants and key accounts for select firms. A majority of the marketed products continued to be Apex Growth, while introducing the full suite of Fiera products to home office relationships (core growth and emerging market equities, municipal bonds, real assets, Asian debt and fund of funds).Key Account responsibilities continued to be primary contact for Deutsche Bank, CapTrust Advisors, Hightower Advisors, Fieldpoint Private Bank, along with the US Trust division for Bank of America and the UBS International division for UBS Financial Services; secondary point of contact for Merrill Lynch, UBS, Morgan Stanley and Charles Schwab, working with their internal groups that helped advisors/consultants with manager recommendations and model portfolio allocation

Business development for Apex was focused on wire house channel, registered investment advisors, institutional consultants and managed key accounts for select firms. Responsible for sales and marketing in the Northeast (New England to Virginia) for growth equity portfolios, both domestic and international, up and down the cap spectrum. Served as a central hub to ensure client-centric initiatives were met by delivering a consistent experience to key accounts, centers of influence and advisors; focused on creating a high touch personal experience, increased communication and visibility while delivering solutions to client needsKey Account experience: primary contact for Deutsche Bank, CapTrust Advisors, Hightower Advisors, Fieldpoint Private Bank, along with the US Trust division for Bank of America and the UBS International division for UBS Financial Services; secondary point of contact for Merrill Lynch, UBS, Morgan Stanley and Charles Schwab, working with their internal groups that helped advisors/consultants with manager recommendations and model portfolio allocation.

Directed regional distribution of separately managed accounts, mutual funds, and alternative investments in an external role; meeting with wire house and independent broker dealers. Product offerings were emerging markets, developed global and developed international value portfolios. Focused on being the customer’s advocate, gaining a strong understanding of their business needs while bringing compelling insights and offering solutions with follow through execution and support

Directed distribution of separately managed accounts in the Western United States, meeting with wire house, registered investment advisors, and independent broker dealers; encouraged the use of managed municipal bond portfolios. Developed authentic customer relationships to identify objectives, priorities, and portfolio requirements that strategically position company portfolios.

Managed a new venture for Putnam Investments, offering private asset management to wire house brokers in New England and New York State. Focused on creating a segmented client list so the managed account director and regional marketing directors could find strategic business partners to promote and support portfolios. Hybrid role; responsible for meeting with financial advisors and client service reviews.

Worked in partnership with three regional marketing directors to promote variable annuities, mutual funds, and alternative investments to independent financial advisors in Southern New England.

Provided sales support and services to advisors nationwide for all mutual funds and variable annuities, inbound sales desk.

Member of the Science Department and Mathematics Department, teaching Physics and Algebra II curriculum; coached football, hockey, and lacrosse