Advintro helps fintech’s scale. We are a boutique fractional outsourced sales team that provides high-quality introductions across the globe, establishes a go-to-market strategy, reduces your sales cycle, and increases your speed to market. We allow you to share the costs of hiring experienced sales professionals with other fintech firms, By engaging Advintro you will benefit from our vast network, knowledge, and experience.

InvestSuite is a European-based Fintech that brings to life financial reporting and analytics through its StoryTeller product. We also offer white-labeled self-directed investing and robo-advisor platforms and a differentiated portfolio optimization engine.

YourStake’s mission is to empower investors, RIAs, and asset managers to create positive change. We show our clients the real-life impact of their investment decisions. We take a fresh approach and our data does not rely on self-reporting by corporations, instead, we mine publicly available data sources. YourStake provides a more personal, transparent, and relatable values-based ESG investing experience.

Folio Investing is a financial technology company that provides trading, clearing, custody and digital wealth management solutions for B2B and B2C partners. They specialize in end to end support for registered investment advisory firms, robo investing and socially responsible investing.

Provided leadership, business development, electronic trading, SaaS, strategic planning, project management, contract negotiation and relationship management skills. • Lead strategy, integration and delivery of fixed income electronic trading and technology solutions• Redesigned and expanded the adoption of advisor front end and portfolio analytic tools• Lead relationship manager for several prominent accounts• Delivery of solutions into B/Ds, portfolio managers, independent RIAs and custodial platforms - Websites, APIs, account aggregation, portfolio measurement and analytic solutions• Financial Modeling and business analysis to determine client pricing and annual sales forecasts• Successfully managed the integration of several acquisitions into the platform• Utilized Tableau data management software to create reporting packages • Member of the TradewebDirect Operating Committee

Provided sales management, strategic planning, project management, business development and recruiting skills.• Strategically developed and implemented E*TRADE's current wealth management solution - WRAP solutions includes mutual fund, ETF, bonds, SMA and UMA managed investment portfolios• Provided management leadership across numerous lines of business. - Trading leadership for Fixed Income trading, Syndicate and Structured Product trading desks - Service leadership for the Fixed Income and Managed Portfolio Client Service and Support Teams - Advisor leadership responsibilities for advisors who advised C-Suite and high net worth investors - Product leadership for Fixed Income and Syndicated products• Originated and distributed securities offerings for many of today's leading companies• Managed vendor relationships for Lockwood, SEI, BONDDESK, REVEAL, Bloomberg, Factset and IPREO• Proficient in Microsoft Excel, Word, PowerPoint, Salesforce CRM, Tableau and other software• Member of the Risk Management, Investment Products and New Product Committees

• Provided investment banking, capital market and distribution services • Developed numerous distribution agreements with several investment banks • Wealth management responsibilities included Harris Private Bank and my/CFO

• Worked with CS Technology Group, Investment Banking and Capital Market Groups • Sold alternative investments from CS Asset Management to high net worth investors • Developed and sold corporate service plans (DSP, ESOP, ESPP, 10b5-1 and cash management)

• Provided investment banking, capital market and distribution services • Sold alternative investments from DLJ Asset Management to high net worth investors - Sprout, DLJ Merchant Banking, DLJ Real Estate and various other non-affiliated hedge funds • Developed and sold corporate service plans (DSP, ESOP, ESPP and 10b5-1)• Provided due diligence on various investment products

• Worked with GE Capital on several companies in their distressed portfolio - Restructured ownership structure and write down $100M in debt• Provided litigation support, financial modeling, data analysis and expert witness testimony services - Reverse engineered a lease portfolio to model, establish damages and win a $25M settlement• Helped a client win a $25M settlement after 5 months in trial

• Worked with the CFO on Wealth Management, Investment Banking and Leasing special projects• Created advisor, branch and region level advisor performance metrics with data warehousing software

• Specialized in the financial services industry • Additional certification for Computer Sampling and Modeling