Aspen (www.AspenVenues.com) provides unbiased, business intelligence and decision support to carriers, venue owners, OEMs and private equity investors. Acting as an extension of venues’ CTO/CIO/CFO, Aspen can facilitate decisions as to the right-sized technical and financial solution to optimize the connectivity value of today’s complex wireless infrastructure.

Founded in 2006, Centerline Communications LLC is a turnkey professional services organization specializing in the development and maintenance of critical infrastructure and wireless telecommunications networks. Centerline Communications, LLC works with all the major wireless operators and equipment manufacturers in the U.S. and leaders in the industry ecosystem. It is a full-service operation, specializing in the development, construction and maintenance of wireless telecommunications networks. Centerline Communications also offers a complete package of facilities services, including HVAC, mechanical and electrical maintenance for commercial businesses. Centerline Communications' success is built on a foundation of highly experienced management and staff who embrace responsibility and an unwavering commitment to clients.

At Innovu we partner with Employee Benefits Advisors and Brokers, including Retirement Plan Consultants to provide leading edge technology and resources to help employers manage human capital risk, reduce healthcare costs, and improve population health. My responsibilities include identifying and securing new business in New England, New York City, Long Island and eastern New York State. I am responsible for distributing and managing the entire Innovu solution set to channel partners, advisors, integrated risk consultants, and key influencers.Innovu empowers employers and their benefit advisors to solve complex problems associated with optimizing the cost, quality, and efficacy of healthcare and benefits programs. They securely, accurately, and seamlessly integrate all forms of disparate data to create a consolidated “single-truth” of information.

My role is to develop and implement retirement strategy for distribution of Arialytics AI research, asset allocation overlay services and investment products to strategic relationships, RIA aggregator firms, record keeping firms and DCIOs

OneVision is a strategic planning and organic business development consulting firm. I work with employee benefit and/or retirement consulting firms to develop organic business development strategies using data, analytics and AI that drive new revenues. This role includes national account management, field sales, consulting and strategic development.

Retirement Consultant DC I-O North East. Developed and implemented a business plan that partnered with progressive retirement plan and employee benefit consultants & distribution partners to improve financial outcomes for employers, employees, and the consultants. Presented thought leadership in behavioral finance, QDIA analytics, strategic risk mitigation, and optimized/custom and standard dynamic QDIA solutions enables consultants to strengthen existing relationships, develop new lines of business and uncover new revenue sources. Revenue that in some cases is with existing clients that was previously undiscovered.Instructed at the Allianz Center for Behavioral Finance Certified Behavioral Finance Analyst training program for elite retirement plan consultants and advisors. Extensive experience supporting defined benefit, Taft Hartley, HNW, DC, etc... model portfolios consulting efforts by introducing a variety of standard, absolute, structured and asymmetric investment solutions.In 2013 developed and implemented a regional aggregator strategy for top down and bottom up distribution support for key region. This effort coordinated all firm resources with the aggregator firms to support, home office, investment analytics, client management and sales teams. National Account manager from 2007 to 2011. The DC-IO distribution model was a hybrid one focusing on firms supporting both home offices and field sales teams.

DCIO Wholesaler for the Western United StatesResponsible for DC I-O field sales for the western Unites States. Worked almost exclusively in the Smith Barney system representing Smith Barney/Solomon Brothers mutual funds and later Legg Mason, Western Asset Manager, Royce Funds and Clear Bridge mutual funds as investment options for defined contribution plans. Although we worked with a number of different record keeping platforms the primary distribution partner was Citistreet and American Funds. Citigroup Asset Management and Legg Mason focused on a large variety of long equity mutual funds, fixed income mutual funds and hedge fund of fund products.

Responsible for represented ING mutual funds to the independent and bank channel in New York City, Long Island and southern New York State. The product set was primarily focused on income generating long only mutual funds and new offerings of closed end funds. We also distributed long only equity mutual funds.

External Wholesaler for multiple territories. Mid Atlantic, Southern New England, and Pacific Northwest. Represented Seligman mutual fund, closed end funds and separate accounts in the Mid-Atlantic and subsequently Connecticut and Rhode Island. I also worked closely with our retirement sales team distributing a small market plan 401k plan. Developed a DC-IO business plan in 2001 with the record keeping distribution team.Prior to moving to field sales I was an internal wholesaler and an advisor services representative. The product set was primarily equity based long only (heavy concentration on technology portfolios) with some municipal fixed income products. Seligman also launched one of the first target date investment programs. As most of the firms mutual fund flows were generated from our own DC plan this evolved into a DC I-O wholesaling position before the term DC I-O even existed.