Starting with zero resources, personnel, and awareness, I provided the strategic direction and leadership to achieve 100% sell-out, 84% nationwide awareness, and a multimillion-dollar budget surplus over a 2-year period. I engaged an executive search firm to ramp staffing to 110 employees and 1,700 volunteers, launched a media campaign that garnered 2.5B+ impressions worldwide, and established strong fiscal discipline.

Recruited to pilot and test the viability of an innovative business model for the self-serve event marketplace, I formed partnerships and pilot agreements with clients such as Harvard University.

I directed marketing, business development, and client relations for this boutique asset management firm.

After Accretive Advisor acquired Clearsight, I was retained to lead the transition and integration of Clearsight’s affinity marketing team and partnerships.

I led the integration of Clearsight Wealth Management operations and team into Wellington West Holdings, while capitalizing on Wellington’s network of 300+ advisors across the country.

I established this full-service brokerage firm to target the emerging mass affluent market.