* Led program development and conducted training seminars.* Regularly presented investment ideas and opinions at the New York Society of Security Analysts (NYSSA).

Actively managed a personal investment portfolio utilizing business model analysis and value-oriented / GARP investing principles.• Portfolio returns exceeded the S&P 500 three straight years - 2014: 15% vs 11%, 2013: 54% vs 30%, 2012: 25% vs 13%.

Led business planning and internal consulting projects as a strategist in IBM Software Group. • Wrote business plans, prioritized investment alternatives and managed strategic initiatives.• Led worldwide distribution channel planning and business development programs. • Drove a weekly sales pipeline cadence and led turnarounds in under-performing countries. • Integrated acquisitions into IBM to realize expected synergies.

• Developed an Internet marketing plan and competitive analysis for a new product line.

• Co-founded and launched an Internet start-up.• Led marketing, sales and business development.

• Consulted with Ford franchisees to improve dealership performance and customer satisfaction levels.• Represented Ford Motor Company in Lemon Law arbitration hearings.

• Attracted and advised clients on stocks, bonds, mutual funds and other investments.• Passed Series 7 and Series 63 examinations.