Designed and developed an Integrated Platform for the financial services industry - investorkeep.com. InvestorKeep provides a secure monthly subscription-based service that actively monitors, analyzes, and scores client investment accounts. The IK platform sends alerts providing the investor with a full analysis and easy to understand optimizations the investor can have their advisor implement.• Analyzed the competition and developed strategic, business, sales marketing, and financial plans for InvestorKeep.• Presented to investors and Fortune 500 business partners. Completed seed funding investments totaling over $7M.• Steered team to architect the solution building the app on the Web, Android, and iOS platform.• Evaluated, selected, and supervised the engineering and business development team.• Identified partnerships that will enhance the InvestorKeep platform.• Integrated within the Fintech community within the United States.• Currently closing major partnership with MorganStanley.

Led the strategic management and development of the organization. Managed and implemented strategic plan within budget.Headed operations, managed, and developed the staff team. Ensured financial reporting, processes and obligations were met.• Liaised with existing Investors and Financial Partners.• Informed Board on developments, presenting business plans based on strategic plan.

Recruited prominent level, accomplished Board of Directors to provider thought leadership oversight, management, and international and domestic industry relationships. Enlisted and lead C-Suite and accomplished management team to focus on the vision, strategy, and tactical implementation. • Developed organizational structured based upon strategic priorities to cost efficiently scale the startup through the growth phase ensuring operational and financial efficiency.• Led startup through three financing rounds totaling $8+ million in capital raised.• Provided strategic vision, investor relations, financial and operations of rapidly growing and disruptive technology startup.

Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives and build comprehensive financial and retirement strategies for personal and corporate clienteles.• Devised debt liquidation plans that include payoff priorities and timelines.• Advised high net worth and executives on personal financial strategies as well as large cap corporate executives on company strategies for equity compensation and corporate employee retirement accounts.• Monitored financial market trends to ensure that plans are effective, and to identify any necessary updates.

Ensured compliance with objectives, policies and procedures for banking center lending and all other operations. Worked with Banking Center Managers to recruit, hire, evaluate and develop talent to drive the performance of sales and service for all banking center associates. • Implemented the Structured Coaching Visit process to drive exemplary results in sales, service, operations, and people for approximately 15 banking centers, 150 associates, and $1.5 billion in Deposits.• Applied coaching and accountability to banking center managers to ensure consistent implementation and top-level execution of the Sales Playbook and Bank of America Spirit. • Developed relationships with key partners in marketing, customer service, fulfillment, readiness, finance, and personnel. • Our Market team advanced the Performance Assessment Score from around 3.5 in 2007 to 6.15 (top 10%) in 2009 and achieved 100% in TSV every quarter in 2009.