• Responsible for identifying attractive venture capital opportunities for both debt and equity clients.• Directed and consulted the implementation of numerous merger & acquisition projects. • Provide proprietary trading strategies and investor relations support to maintain market stability which provided more than $50million in funding through venture and institutional capital.• Communicate effectively with entrepreneurs conducting due diligence, performing financial analysis, and identifying financing solutions for small and medium companiesSeasoned business manager with extensive broker/dealer and advisor network, responsible for raising capital for energy, technology, and bio-tech research companies and corporate clients.

• Project Manager responsible for directing trading and structuring financing for over 50 public entities; directing trading exit strategy for CEO’s and corporate affiliate/non-affiliates; negotiated efficient equity blocks and debt conversions.• Developed sales reporting and reconciliation standards.• Provided full financial services to a wide range of clients, including individuals, corporations, hedge funds, and private equity funds.• Project Manager for developing a network of a NASDAQ, AMEX, and OTC specialists and market makers.

• Developed a platform to provide a full suite of services for professional athletes, entertainers, and agencies to facilitate full family office management; created multiple RIA’s through accounting and legal offices • Provided assistance in management of day to day investment advisory for over 70 professional athletes, and 3 major sports agencies totaling over $350 million under fund management.• Responsible for identifying quality private venture opportunities for the fund.• Responsible for the development of an RIA and sports management division for the largest independent accounting firm in NYC, Marks, Paneth, & Shron.Outstanding Achievement Key player in developing a sports management firm unique in financial managing of athletes and entertainers portfolios valued at more than $350 million.

• Oversaw project management investments opportunities for The Athletes Fund which managed over $750 million dollars.• Lead sales and development of the broker/dealer and RIA channel Promoted from regional manager to principle; responsible for the management of $250 million of athlete’s funds for the world’s largest treasury bank.

Provided day to day trading strategies and financial advice for internal fund of $500 million dollars of High Net Worth clients and institutions

• Provided full financial services to a wide range of clients, including high net worth individuals, corporate executives, and institutions.• Determined clients’ needs, investment goals, and risk/reward tolerance levels in order to increase wealth without anxiety; based upon each individual’s need, develop appropriate investment strategy; periodically revisit strategies to ensure clients needs remain consistent with goals. Monitor portfolios on a regular basis; make clients aware of market moves and make recommendations on investment opportunities.