• $50M current assets under management.• Current appointments include twenty-six living trusts, six decedent estates, four special needs trusts, and six conservatorships in Los Angeles, Orange, Riverside, and San Bernardino counties.• Serve as agent overseeing seven professional property managers responsible for 78 units of multi-family properties in Orange, Los Angeles, and Mariposa counties.

Signed and managed creative and product development for established artists Joe Walsh, Tift Merritt, Alejandro Escovedo, Jonny Lang, Raul Malo, James Hunter, Dengue Fever, Toots and the Maytalls, and Los Super Seven in addition to new artist Gabe Dixon. These signings formed the nucleus for the recently re-launched Fantasy Records imprint. A&R point person for several artists including jazz greats Chick Corea, Marcus Miller and Al Di Meola, blues artists Tab Benoit, Robben Ford and Otis Taylor and indie rock acts Delta Spirit and Adam Green & Binki Shapiro for Rounder Records. Label executive for feature film soundtracks Knocked Up, The Curious Case of Benjamin Button, Indiana Jones: The Soundtracks Collection, and Funny People. Eighty (80%) percent of all projects met or exceeded ROI and EBITA targets.Planned and maximized effective operations for three A&R teams located in Los Angeles, Boston, and Cleveland in conjunction with the respective production, legal, and finance departments. Our goal was to increase efficiencies and accurately build and monitor all budgets. Led in-house video production team that created and managed all video assets for the entire company.

Hired, managed, and developed an in-house marketing staff of 8 that was responsible for 50 new releases annually. Successfully transitioned the Telarc label from its audiophile roots to a full service record label with mainstream media exposure and resources that continue to support active artists. Achieved consistent success with multiple 100k - 200k unit sellers that topped the Billboard Jazz, Blues, and Classical charts along with numerous Grammy Award wins.

Established non-traditional account base and sold selected titles (Riverdance, Three Tenors, Gypsy Kings, Cesaria Evora) to alternative retail accounts (Nature Company, Natural Wonders, Toys R Us, PBS). Exceeded progressive annual sales goals of $1M, $2M, and $4M during three-year tenure.