Experience

Fiducient Advisors

• United States
• Financial Services
• 100 - 200 Employee

• Senior Consultant

  • Apr 2018 - Oct 2023

  Washington, DC Fiducient Advisors strives to provide unparalleled and customized investment consulting services. Our clients include retirement plan sponsors, nonprofit organizations, private clients and financial institutions. We abide by a fiduciary obligation to put our clients' interests first. Learn more at fiducientadvisors.com



Autism Society of Northern Virginia

• Board Member

  • Sep 2011 - Sep 2018

  Falls Church, VA The Autism Society of Northern Virginia serves individuals and families in the region who have been touched by autism by providing a range of services and supports including information and referral assistance, advocacy and education, family fun and respite, and Intervention Assistance Fund mini-grants.



ORION Investment Advisors, A DiMeo Schneider & Associates, L.L.C. Firm

• Director of Retirement Plan Services

  • Dec 2013 - Apr 2018

  McLean, VA I serviced institutional clients by providing advice and counsel on all areas of fund oversight including policy, asset allocation, manager research, portfolio structure, portfolio rebalancing, performance monitoring and overall investment policy. I helped employers design, implement and monitor successful retirement plans. Member of the firm's Investment Committee.



Skill Builders

• United States
• Physical, Occupational and Speech Therapists
• 1 - 100 Employee

• CFO / Founder

  • Jan 2007 - Dec 2013

  Annadale - McLean, Virginia Spearheaded the purchase and expansion of private pediatric speech-language pathology practice. Negotiated a subsequent asset buy-out of local occupational therapy practice to expand services provided. Directed realtors, architects, and contractors to obtain and design new treatment facilities. Strategically increased office space and staff resulting in a 5x increase in revenues over 4 years. Managed all aspects of the company’s bookkeeping and financial obligations, including cash… Show more Spearheaded the purchase and expansion of private pediatric speech-language pathology practice. Negotiated a subsequent asset buy-out of local occupational therapy practice to expand services provided. Directed realtors, architects, and contractors to obtain and design new treatment facilities. Strategically increased office space and staff resulting in a 5x increase in revenues over 4 years. Managed all aspects of the company’s bookkeeping and financial obligations, including cash flow, debt service, debt covenants, and liquidity requirements. Identified and led strategic business initiatives. Performed ongoing reviews of all corporate suppliers including medical software vendors, IT hardware manufacturers, and the employee retirement plan and health care benefits providers. Show less



Cambridge Associates

• United States
• Financial Services
• 700 & Above Employee

• Investment Consultant

  • Jul 1993 - Sep 2006

  Arlington, VA Provided investment consulting services to non-profit institutions and private family groups across the mid-western and eastern United States. Advised clients on governance, asset allocation, spending policy, manager structure, evaluation and research, performance measurement and risk management. Performed investment manager due diligence covering all institutional asset classes and strategies. Presented recommendations to board/committee members, directed the decision-making process… Show more Provided investment consulting services to non-profit institutions and private family groups across the mid-western and eastern United States. Advised clients on governance, asset allocation, spending policy, manager structure, evaluation and research, performance measurement and risk management. Performed investment manager due diligence covering all institutional asset classes and strategies. Presented recommendations to board/committee members, directed the decision-making process, and communicated the outcomes to broader audiences. Show less