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Experience

    • United States
    • Civil Engineering
    • 1 - 100 Employee
    • Executive Vice President
      • Aug 2017 - Present

      As Executive Vice President, I take my results focused approach and entrepreneurial spirit to strengthen financial oversight of the three companies that make up the corporate family of Keystone. Increasing a metrics based approach to our sales and services group, building analytical measurement tools to strengthen performance, maximize efficiencies, and provide a benchmark for dynamic success in the corporate infrastructure as we move up the growth curve. As Executive Vice President, I take my results focused approach and entrepreneurial spirit to strengthen financial oversight of the three companies that make up the corporate family of Keystone. Increasing a metrics based approach to our sales and services group, building analytical measurement tools to strengthen performance, maximize efficiencies, and provide a benchmark for dynamic success in the corporate infrastructure as we move up the growth curve.

    • United States
    • Non-profit Organizations
    • 100 - 200 Employee
    • Director of Donor Relations
      • Sep 2015 - Jul 2017

      Cultivating relationships that help advance the mission of a homegrown arts and music nonprofit organization that reaches over 1.3 million people a year. Cultivating relationships that help advance the mission of a homegrown arts and music nonprofit organization that reaches over 1.3 million people a year.

    • United States
    • Wholesale
    • 1 - 100 Employee
    • Regional Sales Manager
      • May 2010 - Aug 2015

      Wholesale manufacturer of architectural and wayfinding solutions for interior and exterior campus based properties. Digital Signage: Modular E Systems. Architectural Signage: Interior and Exterior Slatz, ADA Tactile Signage, and Post and Panel systems. Regional Oversight: - Regional PA and NJ accounts. - Southeast US accounts. - Northeast US accounts. - US and Canada based WPF Accounts Wholesale manufacturer of architectural and wayfinding solutions for interior and exterior campus based properties. Digital Signage: Modular E Systems. Architectural Signage: Interior and Exterior Slatz, ADA Tactile Signage, and Post and Panel systems. Regional Oversight: - Regional PA and NJ accounts. - Southeast US accounts. - Northeast US accounts. - US and Canada based WPF Accounts

    • Portfolio Advisor/Natural Resources Equity Trader
      • Jul 2004 - Apr 2010

      - Implement trading strategies for Canadian resource sector and US equity markets. - Fundamental investment analysis experience with Canadian resource sector investments. - Investment decision, trading and management of private placements, warrants, and strategies with hedging activities. - Mergers and Acquisitions Arbitrage and Broken Deal opportunity strategy experience. - Discounted value pairs trading strategies with ETF hedging. - Private equity investment allocation via extensive and specific due diligence process. - Risk management checklists for daily active portfolio management analysis. - Active involvement for fund marketing activities by meeting with potential and current investors. Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Retail Options Account Manager
      • Sep 2002 - Jun 2004

      - Selected to aid in the implementation of the new SIG Star trading system for retail customers.- Provided extensive customer support for trading to Janney Montgomery Scott, Wachovia, and Options Xpress - Assessed customer needs based on market values- Analyzed trades within the firm and assist in improving trade prices- Maintained low error margin and consistent risk management- Performed market research to analyze company standing and competitiveness within the market

    • Trade Support at Philadelphia Stock Exchange
      • Jan 2000 - Aug 2002

      - Executed orders over computerized option trading system- Supported Trading Specialist in option trading decisions- Analyzed and monitored option position Excel spreadsheets- Maintained stock option accounts and operations (i.e. interest rates, earnings, news reports, dividends, splits, etc.)

    • Licensed College Insurance Agent
      • May 1999 - Sep 1999

      - Ranked in the top 25% of all college agents for production - Analyzed clients financial information and developed plans to meet their financial goals - Developed and maintained own clientele - Ranked in the top 25% of all college agents for production - Analyzed clients financial information and developed plans to meet their financial goals - Developed and maintained own clientele

Education

  • West Chester University of Pennsylvania
    BS, Finance
    1995 - 1999
  • Chestnut Hill Academy

Community

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