Director of Strategy and Business Operations

• Jun 2022 - Present

Chief Operating Officer

• Jan 2022 - Jun 2022

Chief Development Officer

• Apr 2019 - Jan 2022

Tasked with positioning the company for growth through improved organizational controls, processes, and technologies to include new product development, operational design, project management, and vendor relations.

Vice President of Investment Advisory Services

• May 2014 - Jun 2020

Recruited to drive growth of a multibillion-dollar public investment fund and its 700+ relationships statewide plus separately managed account business. Directed sales cycles and pipelines and serviced existing clients. Represented company as speaker at industry conferences and conducted board and sales presentations. Worked with industry organizations on strategic and educational initiatives.Accomplishments…More than tripled AUM from $3B to $10B. Grew regular client assets in territory from $1.5B to $5B+ representing a 15% increase in number of clients, as well as growth in assets from existing clients. Built banking relationships that represent nearly 20% of the total fund. Cultivated a key banking relationship from $50M to over $1.8B today. Formulated go-to-market strategy and marketing materials for sales of bond proceeds investment management – bond proceeds AUM projected to increase $3B+ in the next two years. Uncovered new opportunities resulting in a $40M client. Show less

Director

• May 2011 - Jun 2016

Oversee the daily operation of a non-profit organization centered on assisting families that are battling cancer with financial hardships. Oversee the daily operation of a non-profit organization centered on assisting families that are battling cancer with financial hardships.

President

• Feb 2012 - Jan 2014

Launched and managed a marketing/promotions company serving restaurant and bar owners/managers. Managed operations for a business that required sales/business development strengths with the ability to demonstrate product ROI to senior decision makers through case studies and impact analyses. Launched and managed a marketing/promotions company serving restaurant and bar owners/managers. Managed operations for a business that required sales/business development strengths with the ability to demonstrate product ROI to senior decision makers through case studies and impact analyses.

Public Fund Representative

• Dec 2008 - Feb 2012

Hired into sales support for the Public Fund Services division of a global investment management firm and managed client relationships. Promoted in less than two years to manage a large sales territory spanning New Mexico, Arizona, Texas, Florida, California, and Colorado. Provided customized investment strategies to municipalities and other public institutions. Generated and serviced $500M in new assets from 2010 to 2012 Hired into sales support for the Public Fund Services division of a global investment management firm and managed client relationships. Promoted in less than two years to manage a large sales territory spanning New Mexico, Arizona, Texas, Florida, California, and Colorado. Provided customized investment strategies to municipalities and other public institutions. Generated and serviced $500M in new assets from 2010 to 2012

Ranger Team Leader

• May 2003 - Jun 2007

Managed a team of six Army Rangers (1st Battalion, 75th Ranger Regiment). Participated in 100+ combat missions. Deployed three times in support of Operation Iraqi Freedom from 2004 to 2006. Managed a team of six Army Rangers (1st Battalion, 75th Ranger Regiment). Participated in 100+ combat missions. Deployed three times in support of Operation Iraqi Freedom from 2004 to 2006.