Experience

LEX Markets

• United States
• Financial Services
• 1 - 100 Employee

• Head Of Distribution

  • Mar 2022 - Present

  LEX Markets offers a new way to access the benefits of fully underwritten commercial real estate. Investors can buy equity shares of commercial real estate properties, receive pro rata distributions alongside the owner, buy or sell shares in the OTC Markets or via the LEX Alternative Trading System without lockups or hold periods. When the asset is sold, shareholders receive their pro rata proceeds without fees or carried interest. All investors can invest through LEX. LEX Markets offers a new way to access the benefits of fully underwritten commercial real estate. Investors can buy equity shares of commercial real estate properties, receive pro rata distributions alongside the owner, buy or sell shares in the OTC Markets or via the LEX Alternative Trading System without lockups or hold periods. When the asset is sold, shareholders receive their pro rata proceeds without fees or carried interest. All investors can invest through LEX.



DCF Consulting, LLC

• New York City Metropolitan Area

• Founder

  • Jan 2020 - Sep 2021

  Capital raising and consulting services to numerous private funds. Capital raising and consulting services to numerous private funds.



Mercury Capital Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Head of Intermediary and iFunds Distribution

  • Aug 2017 - Dec 2019

  Led team to build out the iFunds Private Fund Platform Led team to build out the iFunds Private Fund Platform



Guggenheim Investments

• Greater New York City Area

• Director

  • Sep 2011 - Aug 2017

  Business development, client service and portfolio dialogue spanning Guggenheim's product capabilities including, but not limited to, private funds, public funds, SMAs and ETFs to the mid sized institutional consulting community, mid to large sized RIA market, bank trust and family office clients throughout the Northeast United States to Wisconsin. Business development, client service and portfolio dialogue spanning Guggenheim's product capabilities including, but not limited to, private funds, public funds, SMAs and ETFs to the mid sized institutional consulting community, mid to large sized RIA market, bank trust and family office clients throughout the Northeast United States to Wisconsin.



NorthRoad Capital Management

• Financial Services
• 1 - 100 Employee

• Founding Principal

  • Jul 2002 - Oct 2011

  Founder, Portfolio Specialist, Business Development and Business Management Founder, Portfolio Specialist, Business Development and Business Management



Lazard Freres & Co. LLC

• NYC

• Director, National Sales Manager

  • Jul 1995 - Jul 2002

  National Sales Manager National Sales Manager



Xerox

• United States
• Business Consulting and Services
• 700 & Above Employee

• Sales Manager - NYC

  • Sep 1988 - Jul 1995

  Managed one of the vertical banking and finance sales teams in NYC. Managed one of the vertical banking and finance sales teams in NYC.



E F Hutton

• Internal Audit

  • Sep 1986 - Aug 1988

  Compliance Examiner Compliance Examiner