Experience

Seedbrite Ventures LLC

• Vice President of Sales

  • Mar 2023 - Present

  Seedbrite Ventures partners exclusively with select IBD's, RIA's & Family Offices to provide accredited investors with direct access to venture-backed portfolio companies, sourced by leading professional venture managers. Securities offered through JCC Capital Markets, LLC. Member: Financial Industry Regulatory Authority (FINRA)



Self-Employed

• Real Estate
• 1 - 100 Employee

• Vice President Sales Distribution

  • Dec 2016 - Feb 2023

  Entrepreneurial Sales & Distribution roles in Financial Services & Capital Markets.



ZEGA Financial, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Director of Sales

  • Mar 2016 - Nov 2016

  Led renewed sales and distribution effort offering alternative, options-based strategies via Separately Managed Accounts (SMA's) primarily within RIA and Independent channels.



Shoreline Financial Group

• United States
• Insurance
• 1 - 100 Employee

• Vice President of Distribution

  • Apr 2014 - Mar 2016

  Florida & Southeastern US Directed start-up annuity distribution efforts to Independent & RIA channels. Trained, mentored and partnered with advisors and colleagues on products, sales process and practice management.



Jackson

• United States
• Advertising Services
• 1 - 100 Employee

• Regional Business Consultant - Curian Capital (Jackson subsidiary)

  • Apr 2013 - Apr 2014

  South Florida Recruited to promote Curian's Separately Managed Account (SMA) offerings within Independent and RIA channels while exceeding sales goals representing Jackson annuities.

• Regional Vice President

  • Sep 2006 - Apr 2014

  South Florida Marketed entire annuity product suite to Independent, Wire, Bank and RIA channels, including Alternative Investment focused offering (IOVA).



WM Financial Services

• Financial Services

• Financial Consultant

  • Nov 2001 - Sep 2006

  Palm Beach Gardens, Florida Area



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Mar 2000 - Nov 2001

  West Palm Beach, FL