Vice President of National Accounts | Broker Dealer / RIA Sales

• May 2021 - Present

Director of National Accounts | Broker Dealer / RIA Sales

• Oct 2019 - May 2021

Croatan Investments is a privately-held investment firm specializing in multifamily real estate. The company pursues investments that it believes have excellent intrinsic value with the goal of creating wealth for its high-net-worth investors and institutional partners.Croatan Investments also sponsors investment-grade real estate exchange programs that qualify for tax deferral under Section 1031 of the Internal Revenue Code (26 U.S.C. § 1031). The firm uses the Delaware Statutory Trust (DST) structure to make quality real estate available to a larger number of investors.With a seasoned team of real estate, construction, and project management professionals, Croatan combines multifamily asset experience and market knowledge to opportunistically invest across each stage of the market cycle.Croatan is headquartered in Virginia Beach with team members located in Atlanta, Austin, Dallas and Singapore. The Croatan portfolio currently includes multifamily assets across the Mid-Atlantic and Sun Belt.Croatan Investments is a certified minority-owned company.To check on my regulatory history please click below:https://brokercheck.finra.org/Securities offered through WealthForge Securities, LLC. Member FINRA/SIPC. WealthForge Securities, LLC & Croatan Investments are not affiliated. Show less

Senior Vice President of Sales | National Accounts - 1031 DST Exchange Specialist

• Jan 2019 - Sep 2019

Madison Capital Group is a real estate investment company focused on the development, acquisition, and management of self-storage and multi-family assets throughout the country. Currently, under its subsidiary, Go Store It Partners, owns and manages over 2,300,000 square feet of storage space and over 20,000 storage units. Madison Capital Group also has another 700,000 square feet of storage space under construction totaling over 5,000 units. Madison Capital Group has offices in Charlotte, Charleston, and Nashville. Securities offered through Arete Wealth Management, LLC; Arete Wealth Management LLC & Go Store It Partners LLC are not affiliated. Show less

1031 Exchange Specialist / Regional Vice President - Midwest Territory

• Aug 2018 - Dec 2018

Capital Square 1031 is a national real estate investment and management company that sponsors investment-grade real estate exchange programs that qualify for tax deferral under Section 1031 of the Internal Revenue Code (26 U.S.C. § 1031). The firm uses the Delaware Statutory Trust (DST) structure to make quality real estate available to a larger number of investors. Capital Square provides a range of services, including due diligence, acquisition, loan sourcing, property management/asset management and disposition, for a growing number of high net worth investors, private equity firms, family offices and institutional investors. Securities offered through WealthForge Securities, LLC. Member FINRA/SIPC. Show less

Capital Markets Consultant (contract position)

• Apr 2018 - Jun 2018

Our mission is to connect a focused group of leading alternative investment managers with capital sourced from investors and financial advisors. Through a demonstrated financial services wholesale distribution model, we deliver investment products to financial advisors (and their clients) throughout the United States. MBD Solutions works with leading Alternative Investment managers that sponsor investment strategies that desire access to additional sources of capital. Once these funds are identified, we develop innovative and value-added offerings that are appropriate for a broad range of qualified investors. Offerings are supported by a full suite of educational, marketing, sales and operational services and are distributed through U.S. Brokerage Firms, Private Banks, Family Offices, and Registered Investment Advisors. Show less

VP of Operations / Wholesaler-Securities Sales Desk Manager

• Jul 2017 - Feb 2018

Megatel Capital Investment (MCI) is the Capital Markets division of Megatel Homes, one of the largest builders of single-family homes in the North Texas Market. As Director of Operations / Sales Desk Manager of MCI, my role is to assist senior management in the fundraising efforts for our securities offerings. We utilize a network of institutional investors, Broker Dealers, and RIA's to diversify the Company's capital sourcing and provide investors with an opportunity to participate in the success and expansion of Megatel Home Show less

Vice President / 1031 DST Exchange Specialist

• Jan 2015 - Jun 2017

Member of a team of two that created the DST sales platform for this real estate sponsor. Member of a team of two that created the DST sales platform for this real estate sponsor.

Senior Vice President-National/External Wholesaler Representing John Henry Oil Corporation

• Oct 2014 - Mar 2015

AXXCESS Capital is a highly specialized alternative investment placement agent, providing investment opportunities to discerning investment managers, registered investment advisors, family offices, independent broker/dealers, ultra high net worth and high net worth individuals. Our Principals have raised over 4 Billion in equity investments for a vast spectrum of investment products, over a 30 year span. We partner with leaders in the alternative investment industry, and place equity for those managers and companies. We have the experience to understand all aspects of both public and private alternative investment offerings, and the various equity channels to access for our partners and investors, especially discerning and competitive investment current marketplace. Our Services include: -Capital Markets Advisory Services -Product and Brand Development -Sales and Marketing Strategy and Execution -Placement Agent and Wholesaling Representation -Investor Services -Dealer/Manager Services Our Products include both Public and Private: -Real Estate Offerings -Energy Offerings -Healthcare Offerings -Hedge Fund Placement Services -Disruptive Technology -Venture Capital and Private Equity Securities Offered through ARI Financial Services, Inc., ("ARI"), member FINRA/SIPC, ARI and AXXCESS Capital are not affiliated. NO OFFER OR SOLICITATION: The contents of this website: (i) do not constitute an offer of securities or a solicitation of an offer to buy of securities, and (ii) may not be relied upon in making an investment decision related to any investment offering by Axxcess Capital, LLC, or any affiliate, or partner thereof ("Axxcess"). www.AxxcessCapital.com Show less

Senior Vice President/National Sales Axxcess Capital

• Oct 2014 - Mar 2015

The heritage of John Henry Oil spans three generations of Independent Oil Producers committed to the discovery and development of productive wells in the Appalachian Basin. We offer unique investment opportunities in oil and gas projects through Independent Broker Dealers and Registered Investment Advisors to private accredited investors. www.JohnHenryOil.com The heritage of John Henry Oil spans three generations of Independent Oil Producers committed to the discovery and development of productive wells in the Appalachian Basin. We offer unique investment opportunities in oil and gas projects through Independent Broker Dealers and Registered Investment Advisors to private accredited investors. www.JohnHenryOil.com

Internal Sales Director

• 2013 - 2014

Created and implemented a plan to create a distribution team for this new developmental oil & gas investment sponsor. Developed relationships with broker dealers and registered reps in order to raise $27 million for this sponsors 2nd offering in the independent broker dealer community. Created systems and procedures for the sales team including, proprietary CRM system, wholesaler sales, calendar and reporting protocol. Managed the sales process from introduction to broker dealer to sale of investment by registered rep. Show less

Regional Vice President Sales-External Wholesaler

• 2009 - 2013

Vice President Sales-External Wholesaler

• 2009 - 2009

Vice President Sales

• Nov 2007 - Nov 2008

Regional Vice President

• Feb 2003 - Apr 2005

Platform Manager - Investment Sales

• Nov 2002 - Jan 2003

Regional Vice President

• Feb 2002 - Oct 2002

Internal Wholesaler

• Mar 1999 - Jan 2002

Financial Consultant

• May 1998 - Jan 1999

Financial Consultant

• Mar 1996 - May 1998