Independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Boutique investment bank/broker-dealer that specializes in Private Placements including Reg A+, Reg D, and Reg CF that are offered on OfferBoard® marketplace. Served as the following under the Entoro affiliate umbrella:Director, Capturiant – A global integrated environmental asset validator, registry, and regulated exchange.Director of Operations, Entoro Insurance Services - A relationship-driven insurance agency existing to protect our clients’ financial interests by providing comprehensive risk management products and services.VP of Operations, 1transfer LLC - An international consortium SEC-registered transfer agency, providing a superior blockchain technology solution for transfer service operations. Cap table management, digital contracts, advanced KYC/AML, and AI investor identification technologies.Business Development + Operations, Clear Rating - Consult companies to discover their true value by identifying key value drivers, analyzing market factors, and leveraging powerful technology. Help private companies, investment funds, and alternative trading systems understand their value, improve market efficiency, and build lasting value for all stakeholders.Director, Entoro Investments - Registered Investment Advisor and asset manager for a portfolio of professionally managed investment strategies. Each portfolio strategy encompasses a digital asset component coupled with pre-determined risk exposure.

Served as the COO for a start-up RIA and as CFO for a select group of ultra-high net worth entrepreneurs and private investors, their families and foundations, and other institutions on all aspects of their wealth management. $200M+ in AUM. Tech used in role: Orion, Addepar, eMoney, RiskAlyze, RedTail CRM, Citrix ShareFile & RightSignature, DocuSign, Ycharts, Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Teams), Adobe, Zoom, TradePMR Fusion, First Clearing SmartStation, Fidelity Wealthscape, Charles Schwab Advisor Center, BlackRock Advisor, VPN, TextExpander, Asana, Google Voice, Global Relay, etc.