40 years of wisdom applied to help you solve your most important business challenges and help you grow your business. I transfer my expertise to help companies from idea stage to mature business strategy and tactics. Expertise includes:Capital raise structure, prospect identification and implementationKey Account development, management and protectionStrategic selling for large complex sales opportunitiesProtect and grow revenueMarket and sales opportunity identification and developmentStrategic partner sourcing, development, negotiations and closingPatent product experience with 14 issued US patents and international patents.SaaS product developmentNew market identification and application30,000’ Look to identify, develop and track sales opportunitiesFintech, private equity, aviation and mid and large-sized vertical experienceEngagement is customized based on short or long term needsExecutive leverage to save time and eliminate noiseTrusted strategist for your most important meetings internally and externallyBoard member with experience presenting to other multi-billion dollar entities at a senior executive and board levelDeveloped and completed successful strategic distribution agreement with one of the world’s largest financial, software, data and media companies, Bloomberg, with a SaaS product.

At Trivium, we specialize in helping organizations and their people reach their sales and revenue KPI’s more quickly.

"I am passionate about creating valuable solutions for traders to help them better manage their commission budget and generate significant savings for their clients when trading. Our firm has added some of the world’s largest broker dealers to our Boomerang platform to allow asset manager traders to generate more savings for their pension and financial institution clients. It is a great pleasure to see this firm grow from a start up to securing a seat at the table alongside major competitors and industry giants.”—TW

"Working at Janus was an amazing experience. Not only did I work with some of my best friends but I also had the privilege of building and leading a team of individuals who brought in more than $110 billion in net sales during my tenure. Nothing works better than recruiting individuals you know, like and trust whom you realize are more than well qualified to do the job. We tried to hire our replacements who were better than we ever hoped to be. We couldn't have been happier. They continue to excel as a team both at Janus and other firms as well." TW

"What can I say, an amazing company to grow with. I reported to Bill Loehning...still the best boss I ever had. Fidelity continues to be a leader and an innovator. Ned Johnson ran a great company and it continues to be populated with great talent. Thank you, Ned for an opportunity to learn, grow and raise assets at your institutional company. I have absolute respect and admiration for the capable people running their institutional company." TW

Retail and Institutional Account Executive. "Merrill gave me some great training. I wasn't the best stock broker turned financial consultant in terms of production but what a great place to learn and grow. I continue to have some of my longest and strongest friendships from this company. They are a great support network even 30 plus years later. I was fortunate enough to have friends in positions of importance like Jim Mestnik who helped make my career with their company's stock trading business. Management treated me well and taught me the value of discipline in prospecting...thank you, Mike Thompson and Dave Mullen!!!" TW

International Aircraft Sales (large and Medium) based out of Paris, France. "Nobody ever believes me when I say my first job out of college was buying and selling jet aircraft out of Paris, France for a Saudi Prince. All I will say is it pays to be nice, make friends and always provide value with everyone you meet. This gave me a great taste for international business at a young age negotiating aircraft purchases and sales as well as international real estate acquisition. I will be forever grateful for the experience." TW