- My core focus is around strategic growth planning, data-driven decision making, team collaboration, and innovation

- iJoin is an embedded technology enabler in the retirement space (providing digital and personalized goal based experiences via API or SSO; financial wellness and literacy; deep data management analytics; with products that range from managed accounts; guaranteed lifetime income, personalized TDF; to a turnkey voluntary IRA solution)- My responsibilities are to oversee all revenue operations within the company; which includes Business Development, Marketing and Customer Relationship Management- My duties are also to set and achieve revenue targets by bringing on new projects and products; expanding our participant and goal based engagement tools; our managed accounts and financial educational tools to a broader institutional clientele- I work closely with our CEO and the broader senior executive team around strategy and execution; market analysis; innovation and adoption of the iJoin technology stack

- Built a new division called DriveHSA that modernized and transformed the Health Savings Account (HSA) investment space all in a digital enabled solution - My responsibilities were to develop, consult, staff and manage the functions of DriveHSA, and embed the DriveWealth Brokerage infrastructure as a Service (BiaS) to HSA administrators, Banks, Credit Unions, Insurance companies, HSA SaaS providers and more- Pioneered a native and multiple investment path journey that was 100% API based with real time account opening, funding and instant trading with real time instruments - On-boarded and supported over 19 enterprise HSA and Retirement partners (totaling over $8B+ in AUA)- Successfully grew the business year over year by 118% in net new funded accounts and 140% in net new assets - Built out DriveWealth’s domestic mutual fund offering; including hiring and finding the sub custodian provider - Created an approved directory of 16 strategic RIA firms in order to act as the regulated entity - Member of American Bankers Association (ABA) HSA Council to drive HSA investment awareness to our peers and legislators on Capital Hill- Lead a new Institutional team within the Asset Management segment

- Managed a mid-size financial technology company that caters to Banks, Credit Unions, Health Savings Account (HSA) providers, and non-financial institutions all in a private label solution (SSO and/or API)- Successfully grew our top client’s revenue year over year by 25% and cut various vendor relationships pricing by 15-20%- Renegotiated existing partner relationships with longer term provisions - Nominated as The World’s Most Innovative Company by WealthTech 100 and one of the Best Financial Technology Companies for the West Coast by US Business News in 2018 - Revamped SaveDaily’s website, marketing library, implemented a new CRM system, and expanded our social media footprint - Launched monthly OnPoint video series, podcasts with industry experts, and hosted quarterly educational webinars- Sponsored and presented at multiple retirement conferences (NIPA, FI360, BMC, LA Pension & 401K, and WPBC)- Opened first international office in Dubai, U.A.E in order to cater to the growth in the Middle East - Liaison between Board of Directors and various shareholders

- Within 5 years I grew a business from $8B to $34B in assets under administration, covering some of the largest west coast Banks, Trust companies & Retirement record keepers- Core focus was to develop and implement business plans/goals for my region utilizing a bottom-up planning approach- Our emphasis was to deliver a tailored approach for each B2B partner, presenting solutions that may combine different products, services, platforms, and businesses to meet unique client needs- Practice Management Champion for 4 consecutive years- Regional Branch Manager for the Newport Beach office (representing an 11-person team)

- Managed 30+ Registered Investment Advisor (RIA) relationships, totaling $7 billion in AUM- Core focus was to increase asset growth/share of wallet and overall profitability of the relationships- Exceeded yearly goals by 128% for 2006 ($385M) and 150% for 2007 ($787M) of net new assets to our platform- Consulted with advisors in effectively streamlining their business, reducing operational cost, driving efficiencies and scale, increasing assets to the platform, and analyzing trends in the marketplace- President's Club Award in 2007, Impact Player Award in 2007, and Winner's Circle Award in 2008

Responsible for Sales and Relationship Management in the Southern California region for Fidelity's Registered Investment Advisor Group. I was promoted within six months to Vice President and Relationship Manager to our preferred and most strategic clients.

I worked as part of the Fidelity Institutional Brokerage Group handling $2 billion. Made sound, definitive business decisions, which met and exceeded Fidelity’s client needs within the policies, procedures and practices of the client service model. Developed and maintained an excellent business relationship with middle-to-senior management at the advisory firms. Promoted to Senior Client Service Manager within 18 months.

Managed $70 million in assets for Institutional, Hedge Funds, and High net worth clients. Corresponded daily with Institutional and Hedge Funds regarding put/call option strategies, LEAPS, money flow, morning calls and trading ideas. Liaison between syndicate desk and Private Banking Associates regarding IPOs, new closed-end tax-free funds, and new municipal and corporate bond issues