Experience

Vertigo Music | App

• Software Development
• 1 - 100 Employee

• Chairman & CEO

  • Jan 2012 - Jan 2022

  Planes, Trains & Ubers Positioned Vertigo to connect the world of music streaming so we can be free to legally share life through the universal language of music in a way that honors the artists and rights holders who give us the songs which make up the soundtrack of our lives. #StayDizzy



Open Finance Network

• Canada
• Financial Services
• 1 - 100 Employee

• Chief Executive Officer

  • 2001 - 2010

  Charlotte, North Carolina Area Created a turnkey family office and wealth management platform. Focused on the strategic direction and management of the company which administered over $23 Billion in assets across multiple custodians on behalf of the several of the nation’s leading wealth advisory firms. Developed one of the first open architecture TAMPs and grew it to $4B of assets under management.



TeamVest

• United States
• Financial Services

• Chief Executive Officer

  • Nov 1993 - 2001

  Charlotte, North Carolina Area Pioneer of Online Investment Advisory Services: TeamVest created and co-branded with Intuit Quicken.com's online financial planning and advisory solution the Quicken Advisor and Quicken 401k Advisor. The TeamVest solution was ranked as top 100 sites on the internet by Yahoo for the year 2001, and was given stellar reviews in the national press as a glimpse into the future of online consumer investment advice. TeamVest was the first to offer a "Robo"​ advisor solution that also gave instant… Show more Pioneer of Online Investment Advisory Services: TeamVest created and co-branded with Intuit Quicken.com's online financial planning and advisory solution the Quicken Advisor and Quicken 401k Advisor. The TeamVest solution was ranked as top 100 sites on the internet by Yahoo for the year 2001, and was given stellar reviews in the national press as a glimpse into the future of online consumer investment advice. TeamVest was the first to offer a "Robo"​ advisor solution that also gave instant collaborative online access to a dedicated professional advisor as needed. First to Provide Daily Traded Model Portfolios to 401(k) Plan Participants: In 1996 founded a service that is now The Newport Group's qualified plan services unit which TeamVest sold to them in 2001. In the late 1990’s TeamVest's 401k solution was the fastest growing turnkey 401(k) provider in the country as ranked by Pension & Investments magazine and was the first to offer open daily access to turnkey model portfolios across a broad set of investment products and custodians. Stadium and Arena Finance Consulting: Developed quantitative and qualitative market research models for Muhleman Marketing and IMG's Stadium and Arena Group (IMG acquired Muhleman in Nov 1999). Assisted in strategically advising professional sports franchise owners regarding new stadium and arena development and any franchise relocation options. Developed pricing models and strategies for PSL campaigns as well as stadium naming rights with deep geo, financial and lifestyle segmentation analysis of current season ticket holders as well as potential relocation markets. Provided early online social monitoring and reporting to gage and monitor fan sentiment related to the franchises and their ownership. Show less



Muhleman Marketing & Richardson Sports

• Director of Market Research

  • Jan 1988 - Oct 1993

  Charlotte, North Carolina Area Provided all market research support to Max Muhleman, the managing consultant for the Richardson family's successful bid to gain an NFL expansion franchise for the Carolinas. Responsibilities included presentation materials for NFL owners meetings, evaluating site locations for Carolina Stadium and helping develop seat pricing models for the first ever PSL to help privately finance the cost of the Carolina's new professional football Stadium.