Registered Representative

• Jun 2022 - Present

VP of National Accounts/Capital Markets

• May 2022 - Present

Assistant Vice President East Coast Capital Markets

• Nov 2020 - May 2022

Registered Representative

• Nov 2020 - Jun 2022

Associate VP, National Accounts & RIA Channel

• Jun 2020 - Oct 2020

Triton Pacific Securities, LLC ("TPS") was established in January 2005 as the deal manager for Triton Pacific Capital Partners' investment programs and offerings distributed through Broker Dealers and RIAs. TPS is registered in 50 U.S. States and 2 Territories. Triton Pacific Securities, LLC ("TPS") was established in January 2005 as the deal manager for Triton Pacific Capital Partners' investment programs and offerings distributed through Broker Dealers and RIAs. TPS is registered in 50 U.S. States and 2 Territories.

Assistant Vice President-Internal Wholesaler

• Apr 2019 - Mar 2020

Senior Scheduler

• 2014 - 2019

• Maintained top level of customer service for clients • Covered entire East Coast sales territory • Planned and scheduled visits for client retention program • Successfully demonstrated ability to work remotely & be an effective team member • Scheduled meetings with top advisors that led to lasting relationships and $15MM+ in sales • Maintained top level of customer service for clients • Covered entire East Coast sales territory • Planned and scheduled visits for client retention program • Successfully demonstrated ability to work remotely & be an effective team member • Scheduled meetings with top advisors that led to lasting relationships and $15MM+ in sales

Sales Executive

• 2012 - 2013

• Responsible for establishing and maintaining key relationships in order to increase subscription sales • Met & exceeded sales quotas and goals in every quarter • Successful in multi-tasking and self-motivated to work remotely • Acquired extensive knowledge and understanding of the Non-traded REIT market • Responsible for establishing and maintaining key relationships in order to increase subscription sales • Met & exceeded sales quotas and goals in every quarter • Successful in multi-tasking and self-motivated to work remotely • Acquired extensive knowledge and understanding of the Non-traded REIT market

Sales Coordinator

• 2002 - 2007

• Organized multiple schedules to accomplish successful events/meetings • Planned multiple client events/seminars • Maintained numerous vital client relationships • Grew and developed the Financial Institution arm of the new business development department • Vital member of two/three-person team • Trained on brand new CRM • Achieved top level sales goals for sales territories • Organized multiple schedules to accomplish successful events/meetings • Planned multiple client events/seminars • Maintained numerous vital client relationships • Grew and developed the Financial Institution arm of the new business development department • Vital member of two/three-person team • Trained on brand new CRM • Achieved top level sales goals for sales territories

Client Coordinator

• Mar 2001 - 2002