Experience

TRIPBAM, Inc.

• United States
• Internet Publishing
• 1 - 100 Employee

• Director Alternative Data

  • Jul 2021 - Nov 2023

  Dallas, Texas, United States Lead the product development, marketing, sales, and strategic partnership efforts for TRIPBAM's alternative data service. Ensured that product specifications met data governance & compliance requirements.



BGE Consulting Group

• Founder

  • Mar 2018 - Jul 2021

  Dallas, Texas, United States Providing business consulting & development services to the greater DFW area and beyond. We offer our clients outsourced services for the formation of companies, business plan creation, compliance, product development, financial forecasting, and implementation strategies.



Trailer Hub USA, LLC

• Director Strategic Development

  • Oct 2019 - Jun 2021

  Dallas, Texas, United States Trailer Hub USA is a newly formed SaaS company providing a vertically integrated suite of services to the light and medium duty trailer industry.



12 Adaptive Marketing

• United States
• Advertising Services
• 1 - 100 Employee

• Director Of Business Development

  • Jun 2019 - Jun 2021

  Dallas, Texas, United States 12 Adaptive Marketing is a boutique applications development and digital advertising company focused on helping small and medium sized businesses grow.



Unique, Independent Research Hub

• Founder

  • May 2019 - Jun 2021

  Dallas, TX Helping provide hedge fund, mutual fund, and family offices access to unique, differentiated, Independent Research Providers (IRPs). IRPs who help institutional clients outperform the competition. Advising IRPs on product development, go to market strategy, marketing, and sales.



J Capital Research

• United States
• Financial Services
• 1 - 100 Employee

• Sales Director

  • Mar 2013 - Oct 2019

  Dallas/Fort Worth Area Director of Global Sales & Marketing. Providing investment ideas focused on China for select institutional clients. We focus on value, finding the companies that the market over- or under-values. We publish original research weekly on equities, bonds, commodities and on macro issues facing the Chinese economy. We also do retained research and client sponsored research field trips. Sectors of focus; Property Development, Finance, Technology, Consumer, Utilities, Autos, Solar… Show more Director of Global Sales & Marketing. Providing investment ideas focused on China for select institutional clients. We focus on value, finding the companies that the market over- or under-values. We publish original research weekly on equities, bonds, commodities and on macro issues facing the Chinese economy. We also do retained research and client sponsored research field trips. Sectors of focus; Property Development, Finance, Technology, Consumer, Utilities, Autos, Solar, Metals & Mining, and Industrials Show less



CAPIS

• United States
• Financial Services
• 1 - 100 Employee

• VP Research Sales

  • Jan 2005 - Dec 2012

  Provided equity research coverage to institutional asset managers. Introduce public and private equity micro and small cap deal flow to venture capital, private equity, and real estate focused funds.