ALTS consultant on the design, structure, administration and distribution of alternative investment products.

Lightstone Group is one of the nation's largest real estate owners and operators with over 900 properties in 46 states, the District of Columbia, Puerto Rico and Canada.

Created a retirement planning oriented, integrated wealth management platform serving over 3,000 physicians and dentists, capturing $400+ million in AUM in the first three years with 86 producers. Built a successful client marketing platform for soliciting high net worth individuals and small businesses, which resulted in over five hundred new clients and 270 new retirement plans in the first year. After Greenbook”s acquisition by Advanced Equities, introduced retirement planning, wealth and asset management to 800+ affiliated independent advisors, including alternative investments

Responsible for eight billion dollars captured by SEI’s Asset Management Program from its inception to becoming the market leader. Obtained 300+ selling agreements from major independent broker/dealers and RIAs. Directly consulted on business practices to the top advisors in the West. Initiated and negotiated the first ever agreement with a major accounting firm (PriceWaterhouseCoopers) to offer turnkey asset management. Developed an investment solution for two state medical associations to offer to members. Developed many of SEI’s initial client and advisory materials, conducted hundreds of seminars for investors, institutional, lawyers and accountants.