Silversun Consulting will help you ignite growth and maximize your business’s potential. Discover our 10-Step Program, where you can expect expert insight and well-rounded support to help you clearly define and surpass your business goals.

Owner and Principal of The Cleaning Authority - Fishers, Indiana. We provide expert housekeeping and excellent customer service to our residential customers.

We are primarily a residential real estate group in Indiana that has been in operation since 2016. We actively buy, rehab, hold, and sell homes. We are open to discussing all types of real estate deals.

Creates and sets up financial operations for new companies, and aligns and fixes existing financial operations. Helps companies grow and increase profits, controls and reduces expenses, and improves financial operations.

Investment advisory firm that provides fund administration, syndicated loan servicing, cash management custody and escrow, and securitization services. The parent company is Alter Domus Luxembourg.Elevated to group manager to transform and stabilize an accounting, valuation, and reporting team in crisis. Managed nine, while assisting 18 others in the Fund Administration unit with waterfalls, capital activity calculations, and projects including the transition of client work from the US to Nanjing, China. • Reduced process time and errors 40% by enhancing the effectiveness of the client reporting methods and calculations• Enabled the team to absorb 30% more client work through improving workflows and by implementing daily cash and trade processing

Hired by CEO to optimize delivery of administration services to investment managers across North America, Asia and Europe. Built and directed Waterfall and Capital Activity Teams of 24 across Chicago (IL), Indianapolis (IN), Brea (CA) and Nanjing (China). Drove full-cycle product and service growth and transformation; directed implementation of standard processes and technology enhancements, ensuring consistency through best practices. • Reduced reporting time 30%+ through automating client capital reallocations, updated waterfall calculations, and standardizing monthly and quarterly reporting • Automated data and transaction loading into the proprietary accounting system and implemented daily cash reconciliations using IntelliMatch

Independent top 10 global hedge fund administrator with more than $92 billion in assets under administration and more than 960 hedge fund, private equity & real estate funds, CTA, and managed account clients.Managed client relationships including fund accounting, investor servicing, and transfer agency. Acted as a single point of contact for 44 clients with over $4B in assets under administration. Monitored and refined internal processes; reviewed and implemented compliance and regulatory reporting.• Oversaw the offshore operations to identify client problems and developed solutions, resulting in increased client satisfaction, response time, and accuracy of client work• Increased system reporting capabilities, and added customized reconciliations of trades and positions, allowing greatly enhanced ability to track life-to-date profit or loss for positions and tax lots

Post-baccalaureate, non-profit institution of higher education and private school of social and health sciences.Recruited to automate and improve the finance function for the school and its graduate students. Managed a finance and accounting staff of five. Oversaw financing of school facilities, administered payment of financial aid, monitored compliance, and reported to senior management and Board of Directors. • Decreased monthly close time from over three weeks to one by automating daily processes in the school’s ERP System (Datatel’s Colleague)• Created a full suite of consolidated management reports with MD&A for each functional area and department using Business Objects

Private wealth management and institutional investment firm offering separately managed accounts, mutual funds, and hedge funds to individuals, financial professionals and institutional investors.Hired to manage a team of eight operations staff and realign operations for the individual, middle-market, and institutional clients. Resolved daily issues with clients and financial advisors as required. • Delivered over $200K in recurring annual salary savings by automating daily processes and developing and installing a centralized client database• Created savings exceeding $100K annually in software licensing fees by completing the development of an internal database and eliminating the vended software

A wealth management firm with over $10.8 billion in assets offering managed accounts and mutual funds to individuals, financial advisors, and institutional investors.Recruited to manage a team of ten in Chicago and remotely at three Midwest business centers. Responsibilities included fund accounting and administration, as well as SEC filings for the registered Investment Company. • Saved $225K annually in salaries by eliminating the need for three staff positions• Delivered $1.6M in annual expense reductions by changing vendors and reworking existing contracts • Saved $360K annually by closing an Exchange Traded Fund ("ETF")

Start-up fund administration business unit with $14 billion in assets under administration.Recruited to join the three-member, start-up management team to create the business unit. Hired, trained, and managed an accounting and financial reporting team of 12. Served as the “closer” for business development.

Start-up fund administration firm servicing over $2B in assets for over 90 global, alternative investment clients. Hired, trained, and managed client service teams providing investor reporting and servicing, financial reporting, cash management, and tax services. Directed client relationship management and served as the “closer” for business development, closing and signing up new clients.