Foxdale provides executive leadership and sound consultation to support entrepreneurial activities, guide startup businesses and steer the expansion of established companies by building infrastructure, securing financing, motivating professional teams, and implementing strategies focused on process improvement. Completed projects include corporate restructuring; turnaround management; strategic consulting; interim management; supporting capital raising activities; developing policies and procedures; compliance programs; and creating appropriate KPIs for the organization. Specific engagement experience includes:* Fractional CEO/CFO of startup private equity platform targeting HNW investors and their advisors and investing in startup fintech, software and consumer product businesses. Raised approximately $10 million.* Fractional CFO for CPG e-commerce company. Increased borrowing capacity by $12 million, restructured operations and divested of unprofitable division.* Fractional Chief Operations Officer for Private Equity focused fund administrator.* Advised multi-billion-dollar Trust Company on restructuring and improving internal processes to overhaul reporting on non-marketable investments held by clients.* Assisted family office in creating investment products for distribution through independent insurance network.* Converted proprietary trading firm into asset management operations increasing AUM, building compliance program and coordinating legal documentation. * Multiple expert witness and litigation support engagements.

ALTSMARK is a fully integrated SaaS solution that eliminates the inefficiencies of Private Capital Markets management and reporting, for investors, wealth advisors, Private Bank & Trust Companies. Visit us online at http:///www.altsmark.com

JMP OppZone Services is a dedicated fund services group providing bespoke fund services for investors and project sponsors to support investments in Qualified Opportunity Zone Businesses (“QOZB”) and Qualified Opportunity Zone Projects (“QOZP”). JMP operates as a QOZB and operates JMP OppZone Investments Series LLC, a QOZB whose business is facilitating investments in OZ businesses and projects. JMP provides specialized, Opportunity Zone specific, back office, compliance and reporting services in support of individuals and entities committed to making impactful Opportunity Zone investments and those developing and operating in Opportunity Zones. For more information: www.jmpoppzoneservices.com

During my tenure with Premier Exhibitions, I orchestrated a turnaround to restore profitability and sound financial practices to a listed company providing museum-quality exhibitions around the world. Exhibitions included Titanic, Bodies, King Tut, Real Pirates, Pompeii, and Saturday Night Live (SNL).

In this position, I institutionalized operations, created operating infrastructure and raised capital for the startup asset management firm. I oversaw all non-trading operations. I established financial and regulatory controls, managed reporting and investor relations, administered books and records and coordinated legal activities. I guided growth from $50M to $300M in the first twelve months.

At Citigroup, I created a Business Consulting Group for Prime Brokerage division broadening the organization’s scope of services adding new clients. I created strong foundational infrastructure, scaled team of consulting professionals and managed client relationships. Additionally, I developed a robust suite of services introducing an aggressive strategic plan for the unit.

I directed sales and marketing operations for Prime Brokerage division of investment bank. Here, I represented the firm and presented at global conferences and industry events. Assisted alternative asset management firms with broadening their business, diversifying existing revenue streams and generating additional revenue streams. Oversaw high-performing national sales force directing product-specific marketing department operations.

I raised seed capital and co-founded an institutional asset management firm targeting market-neutral strategies. Established and managed all operating and control procedures, solicited investors, and managed vendor relationships.

I served as the first National Director of Investment Consulting building critical infrastructure to support national investment advisory practice targeting the firm’s high net worth tax clients. Leveraged background of compliance and sales expertise to position EY as a leading institutional investment consultant. I transformed decentralized localized practices into a national, regulated practice generating $100M in new revenue in 3 years establishing a common platform, policies, procedures and educating staff on strategic direction. Coordinated firm’s global Offshore Funds Group serving the global hedge fund community.