Mapped client business and technical workflows in order to design and advise on optimal integration with the Vertalo platform.Evaluated market in order to drive highly monetizable platform development.Subject Matter Expert on primary and secondary private securities markets during sales process and client onboarding.Oversaw Transfer Agent operations and compliance.Represented Vertalo as member of the Securities Transfer Association, member of the STA Blockchain Committee… Show more Mapped client business and technical workflows in order to design and advise on optimal integration with the Vertalo platform.Evaluated market in order to drive highly monetizable platform development.Subject Matter Expert on primary and secondary private securities markets during sales process and client onboarding.Oversaw Transfer Agent operations and compliance.Represented Vertalo as member of the Securities Transfer Association, member of the STA Blockchain Committee. Thought leader on the digital transformation of private markets and blockchain-based finance. Show less

Onboarded dozens of clients through training and advising on Vertalo reference application as well as API integrations with clients' third party software.Maintained and grew client relationships from fundraising through to secondary liquidity.Wrote Transfer Agent operations policies and procedures.

Registered Investment AdvisorSeries 7, 66 FINRA Registered

Tested Paycheck Protection Program Loan applications for the USA CARES Act as a university student

Tutor for mathematics and physics at middle school, high school, and junior college levels.

Processed insurance database checksEvaluated customers’ driving records for inconsistencies

Biomedical lab testing, HIPAA certified, data mining past experiments