I am a trusted investment, estate planning, cash management, and debt advisor to UHNW families and the endowments and foundations they support. I am also a trusted partner of accountants, attorneys, private equity and venture capital firms, and insurance providers as we seek to provide my clients with the advice they need to achieve their financial objectives.- Authored a white paper sharing insights and best practices on strategic partnership cultivation and development. This white paper was well-received by industry professionals and helped to raise BNY Wealth's profile as a thought leader in the field of strategic partnerships.- Spoke at an RIA conference on UHNW practice development and client experience development. This presentation helped to position BNY Wealth as a leading provider of financial services to UHNW clients.- Won the first relationship with a new BNY Wealth strategic partner. This partnership has been mutually beneficial and has helped to expand BNY Wealth's reach in new cities.- Mentor for the “Cornerstone" program, coaching BNY Wealth Client Strategists new to the industry on articulating their value proposition, developing their target market, and building a referral networks. This mentorship has helped to ensure that these new professionals are successful in their careers.- Mentor to support a program serving underprivileged high school students interested in finance. Your mentorship is helping to inspire these students to pursue careers in finance and to break down barriers to entry for underrepresented groups.- Introduced BNY’s Global HR team to a contact who specializes in placing diverse undergraduates in finance roles who may be overlooked by the traditional recruitment system. This connection has helped BNY to expand its reach to a more diverse pool of talent.

In 2018, I was promoted to Client Advisor II after finishing as the #2 overall Client Advisor I in the bank. I continued my success in 2019 by finishing as the #1 Client Advisor II. I provided investment, debt, cash management, and estate planning advice to clients. - Appointed Co-Chair of the SunTrust LGBTA Business Resource Group- Created a listening session with other BRGs to open a dialogue with the C-Suite of SunTrust.- Invited by SunTrust CEO and other C-Suite members to present findings from listening session to further foster the bank's diversity and inclusion goals.- Served as liaison to SunTrust Community Capital, facilitating the education and sale of LIHTC to our wealth management clients.- Served as liaison to SunTrust Robinson Humphrey, facilitating the PWM relationships for their senior bankers as well as advising their clients on their personal balance sheets.

I was recruited to bring my family office, investment, estate planning, cash management, and lending experience to the SunTrust Wealth Management practice.- Won $50 million in new opportunities in the first 6 months.- Built partnerships for internal referrals with top-performing branches, leading to the formal roll out of a partnership platform within the bank.-Developed a process and procedure manual to reduce errors in sales claims across PWM. This led the group from underreporting of wins on scorecards to a more accurate reflection of their hard work.- Led my cohort through a transition to a distributed service model. I had previously led operations in this model at a prior firm.- Champion of the distributed service model process and visited several of the centralized service sites to get real-time feedback from our service representatives.- Implemented operational changes based on feedback from service representatives.- Served as liaison to SunTrust Community Capital, facilitating the education and sale of LIHTC to our wealth management clients.- Served as liaison to SunTrust Robinson Humphrey, facilitating the PWM relationships for their senior bankers as well as advising their clients on their personal balance sheets.

Recruited to fold my multi-family office into the JP Morgan Private Bank after working successfully with them as a service provider for my clients’ investment, lending, estate planning, and cash management needs.- Developed strong referral relationships with attorneys, accountants, and investment bankers.- Retained all family office clients as I transitioned.- Won 2 UHNW clients mandates in the first year of employment.

I founded an outsourced CFO/CMO business where I advised companies and founders on finance, accounting, investment management, lending, operations, organizational structure, and estate planing. This business evolved into a multi-family office.- Advised a social media marketing company that grew from $0 to $40,000 per month in top-line revenue in 12 months.- Restructured a bookkeeping company to become more efficient, resulting in a growth of annual top-line revenue from $400,000 to $4 million.- Consulted with a serial entrepreneur and saved $3 million in taxes through restructuring and transaction timing in 6 months.- Reduced a client’s professional services spend by 50%.- Served as outsourced CFO to two non-profit organizations with over $20 million in revenue.- Oversaw budgeting and planning for a $2 million building project and a $12 million renovation project in a historical district.- Negotiated interest rate swaps and loan terms.

I audited complex not-for-profit entities to include: Colleges, Donor Advised Funds, Multi-National Medial Organizations, Endowments, and Foundations.

I was a member of the Tax Projects Delivery Group, where I was responsible for property tax compliance and appeals for complex property and sales and use tax. My clients were in industries such as: telecommunications, airlines, and manufacturing.- Built a financial model to demonstrate obsolescence in telecommunications equipment.- Served as an expert witness in property tax appeals of airline and telecommunications equipment.- Won $100mm in assessed value reductions that translated into $7mm in savings for one telecommunications client.- Successfully defended my obsolescence model in 12 states winning multi-year tax savings of over $3mm.- Performed reverse sales tax audits for food processing plants to receive $2mm in tax refunds.- Led the property tax due diligence team for a large telecommunications company.- Reviewed property tax issues for a 1031 exchange project for a multi-national telecommunications company.- Developed a financial model to true up airline “ground time” for property tax purposes when weather diverts planes overnight resulting in $100,000 in savings annually.

I was a member of the Tax Projects Delivery Group where I focused on fixed asset and cost segregation studies and property tax.- Calculated catch-up depreciation for a large national movie theatre chain resulting in $2mm in tax savings.- Wrote a white paper on group depreciation for the telecommunications industry.- Assisted the Audit division in SOX compliance testing for a healthcare company.