Elisa For Life empowers independent life insurance agents and brokers to reach and meet the demands of today's digital-first consumers by providing them with an interactive online experience.

White Swan’s online marketplace solution for the recommending and purchasing of permanent life insurance brings the buying experience for whole life and universal life insurance into the digital age. By reaching the digital generation of buyers where they live, White Swan is expanding the market for permanent life insurance through online exposure and education and then providing the low touch buying experience that this new generation of potential policy buyers expects and demands.

The LifeCloud platform combines the best of social media, productivity and organization suites, website creation tools, cloud storage and digital file selling.

Implemented company's first sales and marketing approach to reach firm's most obvious customer base. Researched and made first inroads into new customer segment that could be serviced by existing product. Then set about tweaking the product to make it the most useful and attractive to this new customer segment as a completely new source of revenue.

Transformed the firm’s position in the market from a retail offering to a higher margin institutional offering. Achieved institutional presence by partnering with bulge bracket broker dealers to create a unique to the industry plug and play option for larger hedge funds. Utilized these partnerships to land first customers. Created strategy to work with prestigious academic institutions to proliferate the product among students who will soon populate trading desks.

Financed and then led effort responsible for developing unique business model during the nascent stages of equity algorithmic trading. At the forefront of developing the functionality of those algos much of which became industry standard. Involved with every aspect of the firm from product development, sales and strategic planning. ATM was successfully sold to a larger firm in 2012.

Created company’s first marketing strategy to pursue opportunities with a diverse group of financial customers. Created niche strategies to address each by type, product focus and size. Planned content rich support tools including Webinars & Conference Calls, Customized Reports, White Label Products, Liquidity Analysis, Sector Analysis and Equity Screening among other customer-centric services. Instrumental in developing the technical analysis piece to ensure it reached the broadest possible audience while still keeping it focused and targeted.

Became sole outsourced trader for $3 billion dollar hedge fund as well as continued to build business with existing and new customers.

Responsible for growing fledging direct access business as well as guide's firm strategy regarding doing business with a new higher margin clientele. Driving force behind bringing firm from flatline growth to 10 times existing revenues over the course of 3 years.

Given a book of business that was undercovered and turned that $500,000 book into a $7 million dollar book in a the course of 3 years.

Attended 3 month intensive and comprehensive training program followed by working as clerk on floor of New York Stock Exchange.