Experience

Questis

• United States
• Software Development
• 1 - 100 Employee

• President

  • Sep 2021 - Present

• Executive Vice President

  • Aug 2017 - Sep 2021

  Responsible for managing outward facing operations including marketing, sales and investor relations.

• Investor Relations/ Communications

  • Mar 2017 - Sep 2021

  Questis empowers people to become better financial decision makers. Our holistic platform combines proprietary software with access to financial advisors leading to employee engagement and fulfillment. Our solution helps employers reduce turnover, increase productivity, increase 401k participation while reducing 401k loans and wage garnishments. Our practical and unbiased financial advice is a proven employer-sponsored benefit.



Divergent Language Solutions

• United States
• Translation and Localization
• 1 - 100 Employee

• Consultant/Business Devlopment

  • 2016 - Sep 2021

  Business development. Help company to expand presence in legal translation services. Responsible to develop and grow additional medical/life science practice. Business development. Help company to expand presence in legal translation services. Responsible to develop and grow additional medical/life science practice.



Maui Imaging

• United States
• Medical Equipment Manufacturing
• 1 - 100 Employee

• Business Consultant

  • Aug 2016 - Mar 2017

  Responsible for corporate communication and investor relation. Prepare all marketing material. Identify and engage medical technology investors. Work closely with angel investors and venture capitalists. Prepare company management for institutional investments. Responsible for corporate communication and investor relation. Prepare all marketing material. Identify and engage medical technology investors. Work closely with angel investors and venture capitalists. Prepare company management for institutional investments.



Lyndhurst LLC.

• United States

• Partner

  • Sep 2014 - Jun 2016

  ▪ Cultivate a network of CIO’s and Directors of Research overseeing large investment portfolios. ▪ Assist with strategy and recruitment of portfolio managers to partner with. ▪ Prepare presentation decks and all marketing material for portfolio managers. ▪ Assist managers in preparation of talks, speeches and public appearances. ▪ Helped create firm’s web site: www.lyndhurstllc.com ▪ Cultivate a network of CIO’s and Directors of Research overseeing large investment portfolios. ▪ Assist with strategy and recruitment of portfolio managers to partner with. ▪ Prepare presentation decks and all marketing material for portfolio managers. ▪ Assist managers in preparation of talks, speeches and public appearances. ▪ Helped create firm’s web site: www.lyndhurstllc.com



Kramer Capital Management, Inc.

• CEO

  • Jan 1995 - Jun 2016

  ▪ Responsible for all administration, client communication and trading from 1995-2003 for family owned business with peak AUM of $250mm. ▪ Integrated role of portfolio manager starting in 2003. ▪ Managed multiple business changes, working directly with banks, broker-dealers, lawyers and accountants to adapt new standards as investment advisor business evolved. ▪ Developed web site (www.kramercapitalmanagement.com), wrote quarterly newsletters, oversaw staff of six and… Show more ▪ Responsible for all administration, client communication and trading from 1995-2003 for family owned business with peak AUM of $250mm. ▪ Integrated role of portfolio manager starting in 2003. ▪ Managed multiple business changes, working directly with banks, broker-dealers, lawyers and accountants to adapt new standards as investment advisor business evolved. ▪ Developed web site (www.kramercapitalmanagement.com), wrote quarterly newsletters, oversaw staff of six and managed relationships with all vendors. ▪ Collaborated with a variety of financial institutions leading to successful long term relationship with many Wall Street firms. Show less ▪ Responsible for all administration, client communication and trading from 1995-2003 for family owned business with peak AUM of $250mm. ▪ Integrated role of portfolio manager starting in 2003. ▪ Managed multiple business changes, working directly with banks, broker-dealers, lawyers and accountants to adapt new standards as investment advisor business evolved. ▪ Developed web site (www.kramercapitalmanagement.com), wrote quarterly newsletters, oversaw staff of six and… Show more ▪ Responsible for all administration, client communication and trading from 1995-2003 for family owned business with peak AUM of $250mm. ▪ Integrated role of portfolio manager starting in 2003. ▪ Managed multiple business changes, working directly with banks, broker-dealers, lawyers and accountants to adapt new standards as investment advisor business evolved. ▪ Developed web site (www.kramercapitalmanagement.com), wrote quarterly newsletters, oversaw staff of six and managed relationships with all vendors. ▪ Collaborated with a variety of financial institutions leading to successful long term relationship with many Wall Street firms. Show less