Providing strategic leadership on the technology and digital assets of the GLP family of companies. Building a foundation for growth and support for our amazing team internally and in the field. Collaborating with and bringing in experts in future looking technologies designed to allow the firm to thrive.

In addition to working with a select client base,I was focused on growing the Texas footprint and providing direction on IT and Business development. My focus is on efficiency and best practice development for reducing costs and driving development of profitable business units. I provide support for and manage a team of financial professionals and retirement specialists across the US. My experience in digital marketing, technology, and financial services all lend themselves to my path to working with the firm and its many clients and advisors, agents, and staff.At GLP Financial, we currently support clients throughout School Districts in Texas that are educators, families, and business owners. I believe teachers deserve the same level of planning and support that a billionaire has, and our team provides a complete package from retirement planning to multi-generational estate planning designed to fit a teacher's budget. All the services we offer are one on one with real, professional, live people. No subscription services here.

Mordeus IT provides fully outsourced IT services from help desk to project design and management. Specializing in financial services firms and regulated industries. We provide strategic design, as a partnership, that is designed to drive revenue and reduce costs. Efficiencies create opportunities for growth in a well build company. Clients range from 10 to 1,500 employees.

I bring companies into the present and future by providing executive/partner level, innovative technology consulting and marketing strategy and execution in the role of consultant to the C-Suite/Owners, or I provide CTO, and CMO services. My focus is on creating efficiencies through automation, assessing and leveraging existing systems, building new systems as needed, drafting 2-3 year strategy plans for leadership, and helping companies acquire and nurture client relationships. I help brands create a strategy for digital infrastructure and manage the content throughout its digital ecosystem. We can execute for you or provide guidance. For every client, I provide personalized training to your team to ensure your investment is leveraged. Get in touch to learn more about my vision and consulting.Build pitch deck for healthcare start up, client raised $20M from first meeting giving pitches. Have built and assisted teams acquire funding for multiple companies. Business Development (websites, CRM, Sales Tech adoption, training, client data clean up, communication system overhaul) for current client. Created digital branding, logo, brand style guide, website, email system set up, designed client on boarding process, sales packages, for National IT MSP. Reduced marketing overhead and increased reach with automation.Partner in successful IT consulting firm IT Infrastructure Design, MSP Services, IT Road Mapping, IT Assessments, Business Continuity, Technology Consulting, and Vendor Management.

The Mid-Continent Companies is an Established and highly professional services firm, working with business owners in the $400M and upwards of $1BN net worth to manage the client's family's assets using tax advantaged strategies. I managed projects to improve processes, institute templates process, upgraded customer relationship management software across multiple lines of business (401k, Health and Welfare, Estate Planning, Financial Planning) to ensure customer success and team efficiency. Developed sales relationships, managed accountability for management and teams. Drove activity for accounts and business development of the partners.

Rebranded from Smartbotcoin to Capfolio, sourced and managed remote team of 6 for website redesign, logo redesign, brand guide, brand standards, built out new social and migrated followers as needed. Developed strategy for grassroots outreach with managed interns. Successfully grew client base from under 300 to over 1,100 in two months after rebrand with minimal ad spend. (Under$2,000 across all platforms) Generated 15,000 real likes on new Facebook page in under 3 weeks (Under $1,000 in ads on social). Captured entire first page of google for new brand and url’s for New branding. Capfolio is a next generation Cryptocurrency Trading Platform with an all-in-one solution for beginner, intermediate and advanced cryptocurrency traders. You can test out the crypto markets, clone leaders, or build a sophisticated trading algorithm. Options for institutional traders available.

I was recruited by National Life while not seeking a new position in my role at Union at Union Mutual. For my most recent project, I was Chosen by Chief Strategy Officer for a pilot project reporting to Chief Investment Officer for Asset Manager (Sentinel), tasked with building a team to design a system for strategic models. Represented Marketing as Liaison to IT, Admin for Salesforce report building, admin on Tableau for ad hoc sales reports for innovative digital pilots. Build Tableau models used by national sales reps to increase productivity on trips.Independently Ran Digital Marketing Program for 20k licensed advisors nationally. Drove addition of Facebook and other critical technologies for advisor marketing. Negotiated renewal of software contract for $250k and 150 licenses to renew for almost half the rate and 400 licenses to ensure success of program. Gained budget from sales teams to cover partial costs continue digital programs for agents. Generated over $1.4 M in earned media from Advisor marketing on LinkedIn alone. (Was $0 the 12 mo prior) Developed, executed, and tested strategies to drive continuous improvement in the earned media and advisor capability to extend their social reach. From Social Media to websites and email marketing, I strategically supported the local offices on being digital. I also focused on the heart of their business, how to manage a CRM and utilize customer information.I piloted social media paid and earned channel development, sourced and managed relationships for the use of multiple mass email systems for early stage customer development and cross/up selling. Partnered with compliance to write Facebook policy and greatly expand the ability of agents to leverage all approved platforms. Trained and drove adoption in all programs I represented.

Under my direction, we rebranded the company with new logo, corporate colors, and built out a digital Marketing Strategy. I brought the Distribution Field Leaders from scanned paper notes to an app based cloud CRM, and laid out metrics to assess our Distribution team. Build agency segmentation model that led to drastic changes in the incentive programs and minimum standards. I was tasked with: -Developing and Executing Marketing Strategy -Corporate Advertising and Branding -Agency Management Strategy- designed and executed agency segmentation strategy -Manage all Distribution Relationships and Team of Marketing Representatives assigned to each territory -Competitive Analysis -Prepare, Propose & Administer Marketing Budget -Deliver New Product Introductions -migrated systems, processes, and people from legacy system to cloud based CRM to manage all agency relationships including sales goals(National Life Recruited me out of this position. I was not seeking new at the time employment).

Report to SVP of IT/OPS working as Analyst on special projects. Lead analyst teams to build two models presented to AM Best, one on risk and one financial. Wrote first ORSA report. Provided Re-Insurance Analysis providing confidence in reduced coverage (and cost).Co-Managed: IT Strategic Planning Process, ERM Process, IT Budget, Vendor Relations and Contract Management, DR, full network audit and documentation, DB assessment, network clean up and upgrades. Led team of financial analysts, Database architects and actuary on development of robust financial modeling tool utilizing BI and analytics. Eventually moved to tableau. Model output significantly impacted the lines of business written and future expansions. Initial role was as Business analyst in the Project Management Office (PMO) overseeing resolution of high level issues, new release deployments, migrations of Product lines from legacy system, and led initiatives for innovations in the customer experience and efficiency of the policy administration system. Managed teams of developers and system/network architects in agile development with daily scrums. Specialty in database projects connecting systems to a secure web interface. Focus on user experience in documenting business needs and in solutioning. Led software developers and built out automated testing server environment to fully populate new environments with test policies and transactions. Independently managed from RFP to call queue build out and final execution, for a Mitel Phone system/Call Center to Avaya IP Office with rebuilt call center tool and KPI reporting. Also worked with vendors to upgrade to SIP.

To allow myself more time for my maternity and newborn son, I worked with Small Businesses in Houston for a variety of needs, part time. My clients ranged from Real Estate Developers and Restaurant Owners to Healthcare Technology Companies.• Small Business Process Consulting, Marketing Strategy, Business Consuting• Develop internal and external facing materials and presentations for clients: Business Development, Marketing, and Branding Plans with metrics to track and measure quantitative effectiveness • Assist clients with web marketing, CRM software, implementing new marketing and branding programs, social media outreach, viral marketing programs, and user interaction strategies

The client's “translator” of IT needsTechnical Sales consulting on SMB technologies supported including: VMware, Cisco, MS Windows Server and desktop, Virtual Servers, Hosted Servers, Circuits, VIOP, Altigen, Panasonic, Collocated facilities, IT Managed Services, Migration of systems and software, Project Management for all sales, end-to-end and ongoing management of total IT environment- each as unique as the client. Billable as consultant on large projects to manage day to day and make decisions for network details for client to deliver expected end states. • Independently managed sales program, designed and implemented targeted plan from cold calling, doubled services revenue, project managed major system deployments• Quality control of client services among all internal departments; Managing employee resources related to client needs and ensuring timely delivery and QC on services delivered ensuring a “closed loop” on needs for clientsTSI manages clients with as few as 10 employees and as many as 1500, and has designed, installed, and supported their networks. TSI specializes in multi-location businesses, and supports clients across the globe.

During this time, I devoted some of my time to Rock climbing and travel. I also took on a small group of clients. • Assist clients with accounting, upgrading bookkeeping systems, web marketing, customer relationship management, implementing new marketing and branding programs; Focus on web marketing, social media outreach, viral marketing programs, and user interaction strategies, evaluating quantitative effectiveness• Remotely designed and implemented marketing & business development strategy for Internet Start-Up out of state; Hired and trained team of interns on verticals Also provided assistance to businesses working in China and expanding to China through a Chinese partner.

Velocity is a Boutique Energy Hedge Fund. Madoff made news a month after I took this role, and our investors were (rightly) spooked about their investments. My role quickly evolved into regular daily communication of my analysis of our current value at risk and assets at risk to our investors. We retained all investment while addressing their concerns by increasing transparency.• Research & Operations, Investment Manager (IM) Administration, IM Investor Services, and managed Internal IM Audit. Provided timely resolution to inaccuracies or omissions as primary liaison between IM, Outgoing Fund Administrator, Incoming Administrator and External Auditor • Co-pitched high net worth individuals and Fund of Funds, managed all followed up with distribution of marketing materials, performance data• Calculated and distributed estimated daily return streams to fund investors, managed communication on and questions or concerns related to return stream estimates• Managed DDQ & Pitch-book content;Supported the design and development of robust shareholder web portal and populated content

While completing college, I worked directly with clients and provided complete business plan assistance, from Marketing Strategy to analysis of data, to making projections on costs and other information relevant to the client's industry. I also provided fund-raising, through introductions, for new and growing businesses and business development for established businesses. Researched, analyzed, and produced reports on clients and potential clients in the Real Estate and Health Care industry.

After graduating high school I took time to work before choosing my major. Utilizing a National account system, CMS/RMS (cobalt mainframe) I managed twelve critical National Accounts for BFI. Personally responsible for smooth running of all departments across accounting, service, hauling, contracting, Billing, AP, AR, and sales. My book included: 7/11 North America, Sprint North America, and other accounts totaling over 12M annually for BFI. Designed and led regular account calls with Point of contact at client (VP of operations or etc) to review account performance and any outstanding issues or concerns to ensure accounts are successful. Responsible for overall success of the contract for the account including retention and increases at renewals.