Experience

Legends Advocates

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director

  • Jul 2023 - Present

  Legends will empower the financial, emotional, integrity and family legacy for our athletes. Legends Advocates is multi-faceted platform empowering athletes to invest in themselves and/or specific businesses, and in turn create generational wealth and well-being for their family. We are creating a platform for athletes around the world where their life matters, their voice matters, and they have the power to create wealth for generations to follow. Legends provides a safe haven and a vast array of resources for athletes to grow personally and financially for years to come. Show less



GFAlternatives, LLC

• Alternatives I Family Office Consultant - Comprehensive fundraising support for alternatives

  • Jan 2022 - Present

  - Highly skilled connector focused on introducing vetted opportunities to hard to access targeted audiences - Extensive and proprietary network of Family Offices and HNW individuals - Strong contacts into Private Equity, Venture Capital and Real Estate firms - Experienced in organizing unique/intimate investor events- cocktail parties, lunches & dinners - Highly skilled connector focused on introducing vetted opportunities to hard to access targeted audiences - Extensive and proprietary network of Family Offices and HNW individuals - Strong contacts into Private Equity, Venture Capital and Real Estate firms - Experienced in organizing unique/intimate investor events- cocktail parties, lunches & dinners


Forness Properties, LLC
• United States
• Real Estate
• 1 - 100 Employee
• Commercial Real Esate Associate

  • Jun 2020 - Dec 2021

Premier Sotheby's International Realty
• United States
• Real Estate
• 1 - 100 Employee
• Global Real Estate Advisor

  • Jun 2018 - Jun 2020


PNC

• Travel Arrangements
• 1 - 100 Employee

• Treasury Management Officer

  • Jan 2017 - May 2018

  • Generate, manage and retain Treasury relationships with a focus on maximizing cash flow efficiencies for companies across multiple industry segments. • Support partner relationships with Private Equity firms to promote new business opportunities. • Build strong and profitable relationships through deep knowledge of our clients and their industries. • Generate, manage and retain Treasury relationships with a focus on maximizing cash flow efficiencies for companies across multiple industry segments. • Support partner relationships with Private Equity firms to promote new business opportunities. • Build strong and profitable relationships through deep knowledge of our clients and their industries.



PNC Financial Services

• Animation and Post-production
• 1 - 100 Employee

• Healthcare Representative, Officer

  • Nov 2010 - Dec 2017

  • Managed a complex client portfolio consisting of hospital and payor networks. • Collaborated with Relationship Managers to cross sell Treasury Management solutions. • Established a reputation for developing accurate needs assessments, and presenting appropriate and creative solutions. • Managed a complex client portfolio consisting of hospital and payor networks. • Collaborated with Relationship Managers to cross sell Treasury Management solutions. • Established a reputation for developing accurate needs assessments, and presenting appropriate and creative solutions.



Panera Bread

• United States
• Restaurants
• 700 & Above Employee

• General Manager

  • Jun 2008 - Oct 2010

  • Developed and implemented marketing strategies to increase sales. • Collaborated with Marketing and PR Teams to promote various charitable partnerships with Panera Bread. • Leveraged Profit & Loss data to maximize productivity and improve processes across several cafes. • Developed and implemented marketing strategies to increase sales. • Collaborated with Marketing and PR Teams to promote various charitable partnerships with Panera Bread. • Leveraged Profit & Loss data to maximize productivity and improve processes across several cafes.


University of Colorado Boulder
• United States
• Higher Education
• 700 & Above Employee
• Professional Tennis Instructor

  • Aug 2003 - 2008