See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Digital transformation leader with over 12 years of experience in strategic partnerships, finance, business development and account management.

Credentials

  • Series 7
    FINRA
    Dec, 2023
    - ,
  • Series 66
    FINRA
    May, 2025
    - ,

Experience

    • Non-profit Organizations
    • 1 - 100 Employee
    • Director
      • Sep 2020 - Present
      • Ghana

      Manage donor funds
      Oversee and lead the operations of the non-profit in developing digital solutions to facilitate and enhance data collection projects
      Collaborate with the National Statistics Office, journalist organisations, and the National Police for event organisations
      Organised youth events...

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Founder & CEO
      • 2017 - Present
      • USA & Canada

      Develop a team across the EMEA, US and Canada regions of 10+ to handle technology development for social impact investments
      Conduct research and planned innovation projects by employing data collection methods in the field
      Utilise field research to enhance the planning and strategic decision-maki...

    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Nov 2023 - May 2025
      • South Florida, USA

      Partner with clients across the South Florida region to achieve their financial goals
      Licensed for 215 Health and Annuities, SIE, Series 7 and Series 66 through FINRA
      Fiduciary responsibility
      Registered as a Registered Representative to transact, sell and advise securities and financial products
      ...

    • United States
    • Advertising Services
    • 200 - 300 Employee
    • Senior Digital Consultant
      • 2017 - 2023
      • Fort Lauderdale, FL

      Delivered comprehensive business analysis on a quarterly and monthly basis for a network of 100 franchise locations
      Collaborated closely with key accounts to facilitate smooth contract renewals
      Provided expert guidance and strategic direction to clients in digital transformation journeys
      Collabor...

    • United States
    • Advertising Services
    • 700 & Above Employee
    • Digital Account Executive
      • 2015 - 2017
      • Fort Lauderdale, FL

      Managed a media buy for a client over $2m with ROAS of $34
      Assisted in the management and provision of account support for a team of over 10 individuals at the company
      Oversaw and manage digital marketing campaigns for clients
      Developed and executed effective digital strategies to achieve client ...

    • United States
    • Advertising Services
    • 1 - 100 Employee
    • Account Executive
      • 2012 - 2015
      • Fort Lauderdale, FL

      Scheduled marketing, supply chain, and order fulfilment team sales meetings
      Oversaw all the operations and took charge for data collection
      Held responsibility for the development of the operations related to the Amadeus North America Customer Relationship Management call center platform
      Promoted ...

Education

  • University of South Florida
    Certificate, Digital Marketing, Board Member
  • 2015 - 2017
    Florida Atlantic University
    Master's Degree, International Business
  • 2008 - 2012
    University of North Florida
    Bachelor's Degree, Psychology and Sociology

Services

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Community

You need to have a working account to view this content.

Similar Profiles