Trident M&A Advisors is a relationship centered investment banking firm serving lower middle-market companies. We lever our experience and expertise to provide turn-key buy/sell guidance and consultative services to our clients in various industries.

Small mid market, mergers and acquisitions, advisors, buy side, sell side, turn-key, guidance and consulting services.

Lead Sales and Marketing at FinPro Solutions.FINPRO excels at providing timely financial analysis and insight that drives profitability, Our 100% Microsoft-based, real-time interface empowers business users with access to meaningful reporting and dashboarding to optimize business operations in a secure environment.

Founded in 1999, Mblox is the original SMS company. With over 100 direct carrier relationships and a global reputation for expertise in mobile messaging, we are trusted by more companies to carry their mission-critical traffic than any other service.

Advisory and Consulting with Tech CXOClients:Esquire Solutions Inc.https://www.esquiresolutions.com/MBlox Inc.https://www.mblox.com/

• Responsibilities included initial setup, organize/develop team and provide structure to online social media start-up• Identified and established first contact with best fit verticals to initiate launch and strategically position entity for growth and expansion virally• Developed beta product through bootstrap financing, released beta at Kennesaw State University, and vetted concept to confirm interest and devotion in the academic vertical• Pursued VC funding, patent protection, and trademarking to increase valuation of start-up

Pro Marketing and The Beam Team provide in-store services to big box, chain and specialty retailers nationwide. Responsibilities included: supervisor for Finance, Accounting, and IT departments. Reported directly to president.• Provided strategic direction on investments and M&A activities, cash flow allocation, budgetary planning and corporate risk/cost mitigation through analytical rigor• Identified and executed opportunities to fund organic and strategic growth initiatives• Supervisory responsibility for 20 full time and additional part time associates• Provide functional Financial and IT leadership to operations and executive management• Maintained effective relationships with the board of directors, investors, and legal counsel• Delivered on all financial, accounting reporting• Managed company’s financial budget and spend management processes• Initiated research, decision, and integration of new payroll system (Ultimate Software)

• Led long-term growth planning process (3-5 year outlook)• Managed model building process for acquisitions and other non-organic growth opportunities• Finance track lead for pre- and post-merger integration

• Responsible for preparation and delivery of executive dashboard metrics, quarterly board meeting presentations• Delivered month-end, quarter-end reports to senior management• Interfaced between finance and sales management teams; provided monthly reporting and complex commission calculation for sales executives• Analyzed and consolidated various financial systems (Oracle, Cognos) through transition and integration process

• CEO Task-force: corporate restructuring initiatives, SG&A cost reduction through divestiture, resource re-allocation, and implementing strategic alternatives• Quarterly preparation of financial materials delivered to the board of directors’• Critical role in strategic M&A, due diligence, and disclosure for sale of publicly held corporation listed on NASDAQ

Consolidate financial information with regard to leases, revenues streams and liaised with banks and lending institutions. Created and delivered business development presentations. Coordinated minority supplier diversity program in 32 states• Deployed onsite at AT&T, Ford, Coca Cola, and Lockheed Martin• Responsible for lease calculation (annual $100M), end of life equipment renewal ($30M), and IT cost containment ($150-200M) • Globally supported equipment, managed logistics and supply chain for several thousand servers; globally deployed high-end design workstations and Lotus Notes servers