Genie provides investment consulting and implementation of investments for high net worth individuals and businesses.

Provide strategic planning and consulting services in support of entrepreneurial emerging growth and middle market companies. Services include financial consulting and capital raising support, including advice regarding the structuring, planning and tactical execution of capital campaigns, business/financial modeling, executive hiring and retention, business plan development and drafting, venture financing, strategic alliance identification and structuring, and mergers and acquisitions.

Buy It Installed is a conversion tool integrated into a retailer's ecommerce site which allows a consumer to purchase products with manufacturer certified service. Primary responsibility for strategic and financial planning, corporate development, human resources and company infrastructure.

Founder and Managing Partner of a full-service corporate, securities and business litigation law firm, focused on the needs of public companies on all trading boards, small to middle market businesses, private venture capital companies, and high net-worth individuals. Personal specialties areas include M&A, private and public securities, automotive franchise law and regulation, federal and state brewery/winery regulation and licensing, medical products and distribution, and music/film entertainment.

Represented private and public companies in a wide range of transactions, including mergers and acquisitions, private capital sourcing, strategic alliance, joint venture, corporate formation and maintenance, and SEC compliance and registration. Industry specialties in car dealership franchises, automotive aftermarket, technology, and biotechnology. Public company representation includes management of ongoing 1933 Securities Act and 1934 Securities Exchange Act compliance.

Joined founders in their fourth month of operation to build a business focused on offering in-store AV display systems to support branding and sales velocity. Responsibilities included corporate strategic direction and management; development of a nationwide installation network of certified contractors to install, repair and service installed media systems, employee hiring, training and oversight; client business development and retention; strategic planning and alliances; development and implementation of company business plan; and sales of complex integrated product/services solutions to retail clients including Gap, Macy's and Sketchers and corporate clients including Trizetto Corp. and Northrop Grumman. As general counsel, handled all legal matters in-house including negotiating, drafting and tracking client and vendor contracts, maintaining corporate governance documents, assuring state and local business license compliance, protecting company intellectual rights, and handling state and federal labor and employment requirements.

Represented companies in a wide range of transactions, including mergers and acquisitions, Rule 144A debt, private debt and equity, strategic alliance, joint venture, corporate formation and maintenance, SEC compliance and registration, and IPO and follow-on equity for both companies and investment banks. Assisted public companies with ongoing 1933 Securities Act and 1934 Securities Exchange Act compliance. Practice focused on traditional corporate finance matters but included significant work in intellectual property licensing, entertainment distribution and production contracting, project financing and SEC and California regulatory compliance.