Over the years, I have had the distinct pleasure of working on numerous engagements and projects across multiple industries.  I am now putting my years of accelerated learning and practice to work for others to help redefine and grow their businesses, and tackle even the most complex issues.  
In addition, I have assembled some of the best and brightest minds in their respective fields to form an advisory practice that may further benefit you or your organization.  These areas include, but are not limited to:·         Strategy and Management Consulting·         Process Design and Engineering·         CRM System and Process Design·         Customer Service·         Network Security/ Maintenance/ Hosting·         Facilities Security·         Private Investigative Services

- Investor Relations - Managed leads, referrals, and correspondence across business lines- Business Development - Identified and developed opportunities for new business lines and profit centers- Coordinated with the various business units inside of W&D to develop go to market strategies for Alliant Strategic Investment Funds and Offerings- Investment and distribution subject matter expert for Alliant Strategic Investments

- Responsible for the startup and rapid growth of a regional Salesforce software process engineering and strategy consulting division of a nationwide firm with over $10M in annual revenue and over 50 employees.- Grew revenue from zero to over $1M, doubling targeted revenue growth. - Managed teams consisting of dozens of executives, as well as national and international engineers. - Advised companies and executives through developing strategic workflows and operational processes resulting in increased profitability, reduced costs, increased marketing reach.

- Managed the day-to-day operational, marketing, and sales efforts for a publically traded 40 Act Interval Fund with assets in excess of $200M, reporting directly to the CEO.- Built and managed a team of internal and external wholesalers, and support staff to seed and grow the fund. Raised $200M in assets within 2 years, doubling the industry average of $100M.- Responsible for the due diligence efforts of private equity and real estate investments for a RIA/ BD with over $2B in assets under administration and a 40 Act Interval Fund with assets in excess of $200M.- Provided day-to-day supervisory guidance and oversight for the firm, its advisors, and management on strategic initiatives, revenue production, and cost reduction.- Responsible for developing and maintaining key executive relationships with the firm.

- Investment Advisor for individuals, corporations, and small businesses (Series 7, 66, and Life/ Health Licenses).- Opened and managed Southern California offices in Los Angeles, Orange County, Glendale, and Ontario. Responsible for operations, marketing, training, and productivity.- Grew group Assets Under Administration to approximately $400M in a 5-year span exceeding goal of $250M. Average financial advisor AUM nationwide was $80M.- Managed, mentored, and trained dozens of financial advisors to dramatically increase lead flow, AUM, and commission based business.

- Managed team responsible for developing new module to core DataMart product allowing customers to quickly and accurately create dynamic reports, comparisons, and analyses of thousands of loans.- Developed extensive pricing and valuation models catering to various types of commercial banking clients.- Responsible for requirements gathering, process design, and customizing products according to customer specifications.- Experience with commercial banking acumen, syndications, and synthetic lease structures.

Two months after commencing employment, Flashcom declared bankruptcy due to severe billing and collection issues unbeknownst to me. I was responsible for managing a team of over 50 employees to attempt to collect overdue/ non-billed accounts.- Analyzed operations to create and maintain critical financial and operational functions, reports, and databases.- Increased successful collections by 250% by segmenting and targeting customer accounts.- Assisted in Chapter 11 bankruptcy process by creating financial and business analyses (valuations, profitability, revenue) that were ultimately presented to potential acquirers and bankruptcy courts.- Responsible for making key decisions critical to the future operations of the company.

- Facilitated client meetings, conducted presentations, and coordinated communication for teams of business users, consultants, and managers in numerous countries.- Trained thoroughly and experienced in analytical and business process skills.- Developed and executed extensive informational, technical, and business process flows.Highlighted Client Engagements:- The Capital Group - Assisted in the design, build, and testing of one of the largest portfolio management systems in the industry.- Washington Mutual (WAMU) - Lead member of the Program Management Office managing loan initiation processes that reduced loan cycles/ approvals from an average of 21 days to 9 days.- Gateway - Led data migration efforts for client’s online configuration builder. A first of its kind for the industry.