Meketa Capital leverages the breadth, depth and expertise of Meketa Investment Group, a global public and private markets investments, consulting, and fiduciary management (OCIO) firm to source, diligence and manage the private equity investments for Meketa Capital’s funds.

Primark Capital is a private equity firm that provides financial intermediaries with access to a diversified private equity portfolio in a mutual fund structure. The company has an experienced private equity investment team with a proven long-term track record over a variety of market cycles.

Forum Investment Group specializes in the multifamily asset class by acquiring, building, and financing multifamily real estate throughout market cycles up and down the capital structure.

Responsible for sales and growth of technology communication platform, used mostly within the financial industry. Focus on working with organizations to approve and implement MyRepChat and negotiate parameters of those agreements. Also responsible for adoption growth rates of users within contracted firms.

Financial planner partnering with a team to manage assets for 300+ households. Focus was on clients in retirement and managing distribution plans for them. Roles and responsibilities included meeting with clients, creating detailed retirement income distribution plans, investment selection, and managerial oversight of office staff.

Responsible for working with financial advisors in Colorado, Texas, Arizona, Nebraska, Kansas, Iowa, and Oklahoma tasked with driving sales and implementing strategy to increase use of fee based advisory business.- Territory expected to exceed sales over $800 Million in new assets for 2017 (125% of goal).- Meet advisors to help implement strategies with goal of increasing share of advisory AUM within an advisors book.

Manage sales and growth of annuities and mutual funds to financial advisors in Colorado, New Mexico, and Wyoming. Responsible for generating sales, growing relationships, practice management advice, and client entertainment for a territory expected to achieve approximately $140 million in sales annually.- Jackson Sales Academy "Top Gun" September 2012- Jackson Boot Camp Graduate September 2013- Seminar Systems Unit Graduate October 2013

FINRA Series 6, Life, and Health Insurance certified in state of Colorado.Responsible for leading sales initiatives for mutual funds, annuities and life insurance for customers and prospects.Responsible for consumer and business development, lending, mortgage, and deposit growth goals at branch level.

Senior Relationship BankerMarket President honoree 1st Quarter 2010, meeting 5 of 5 goals.Completed Union Bank Retail Officer Training Program from August 2008-August 2009.Completed all retail training and development courses offered by Union Bank, including Consumer and Small Business LendingWorked with staff to create activities and in branch promotions to drive results.Develop new and existing banking relationships by soliciting new business from prospective clients and by contacting present clients to retain and expand relationships.Support branch manager in attaining branch growth and goals, as well as striving to attain personal goals.Assist in the development and training of personnel.

Responsible for generating prospects and taking them through the sales cycle. Also responsible for customer care, contract financing, and appointment setting.Completed Xerox Client Centered Selling ProgramMr. Copy Top Sales Rep September 2007