Advising the CEO on growth and strategic direcetion of the firm. Fingage is a scalable technology platform bringing smart investment solutions to advisors and investors

Advising the CEO of Just Invest, LLC on marketing and scaling a rapidly growing direct indexing business which adds value through tax harvesting, customizing index portfolios with Factor Tilts, and custom ESG screening.

Clients include: Uneeco, Kampala, Uganda; Soil, Cap-Haitien, Haiti; 10Thousand Windows, Manila, Philippines; Cnote, Oakland Ca; Just Invest LLC, Oakland CA.

Consultant to SOIL, a Haitian fecal waste collection and treatment program.

Special Advisor to the CEO and the COO, responsible for assisting in market segmentation, development of brand awareness, and raising capital.CNote invests in community-focused projects that help build up the communities you live and work in. Your investments in CNote grow small businesses, build affordable housing, and help underserved communities thrive. Economic prosperity should not be off limits because of your zip code or how wealthy your parents are. It’s a virtuous cycle, the money you invest in CNote grows communities across the country and helps fuel the real engine of growth - the small business. Those success stories lead to more jobs, more income, and more wealth for you, the CNote customer.www.mycnote.com

Executive Director at $90 Billion OCIO and Advisory Business

• BNY Mellon Beta and Transition Management – CEO (2001-2014)• BNY Mellon Beta and Transition Management Advisers – CEO (2013-2014)• Mellon Capital – Member of Senior Management Committee • MBSC Securities Corporation – Executive Vice President, San Francisco Branch Manager • MBSC Securities Corporation – Member of New Product Review Committee • Mellon Bank, NA – Consultant focused on Transition Management (2000-2001)Accomplishments while at BNY Mellon:• After developing a transition management business plan as a consultant, co-founded the transition and beta management business units in order to assist institutional clients with portfolio re-structurings, hedging, and cash equitization strategies.• Responsible for growing the transition management and beta management businesses from start-ups to global businesses with annual transition volumes of $80+ billion and Assets Under Management of $5 billion. • Responsible for operating an investment business with 6 global locations, 35+ staff and clients in more than 20 countries. • Experienced in working with various regulators including the Securities Exchange Commission, the Office of the Comptroller of the Currency, the United Kingdom’s Financial Conduct Authority, the Australian Financial Security Authority, and the National Bank of Belgium. • Between 2004 and 2010 the transition team received 106 total awards from industry groups and magazines.• The team was selected 6 times as the Global Provider of the Year, and in 2009 the transition team was recognized as provider of the year by FT Pension Investment Provider and the International Custody & Fund Administration

• Founded and raised seed capital for an options-based hedge fund.• Traded implied correlations between individual options and index options, exploited differences between projected and implied volatilities through dynamic hedging strategies, and managed an ongoing options portfolio.• Consulted on option strategies with individual investors.

• Managed team of three and marketed Japanese futures, options, OTC derivatives and portfolio trading services to US and Asian based institutional investors. • Clients included Barclays Global Investors, Long Term Capital Management, Tiger, Tudor Jones, and other institutional investors.

• Managed $4.5 billion in Tactical Asset Allocation accounts investing in asset backed and mortgage backed securities, treasuries, equities, and derivative overlays. Managed a $1 billion notional options portfolio, and the ongoing duration hedging of a $2 billion asset-backed portfolio. Generated alpha in excess of physical asset allocation through derivative overlays, carry trades, and volatility arbitrage.• Primary client contact for all client-requested hedging programs. Responsible for transaction from initial client request through negotiation, structuring, and execution of client-directed hedges. Negotiated, structured, and executed transactions totaling over $10 billion in notional value.