Experience

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  Distincte Travel Group

  • Tampa/St. Petersburg, Florida Area

  • Travel Partner

    • Sep 2019 - Present
    • Tampa/St. Petersburg, Florida Area

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  Caledonia Consulting Company

  • Boston, MA

  • Founder/Managing Director

    • Jun 2006 - Present
    • Boston, MA

    • Raised over $100 million in startup capital for four Unites States based companies.• Provided strategic and operational planning for startup and International S&P 500 companies in both United States and United Kingdom.• Identified a 30% cost savings by streamlining key processes and redundant functions for a UK company.• Advised a hospitality/golf tour operator on expanding into Prince Edward Island & Nova Scotia.

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  Hamilton Grand / a Kohler Company

  • St Andrews, UK

  • Sales & Marketing Consultant

    • Jun 2016 - Dec 2017
    • St Andrews, UK

    With an unparalleled location set alongside the 18th green of the world’s most famous golf course, the Old Course, Hamilton Grand comprises 26 homes of distinction – two-, three- and four-bedroom residences, providing truly exhilarating and uniquely Scottish experiences.

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  Attract China

  • Greater Boston Area

  • Executive Vice President & Chief Operating Officer Western Operations

    • Jan 2013 - May 2016
    • Greater Boston Area

    • Signed greater than 75% of all sales for company.• Raised $2.2 million in startup capital.• Negotiated critical partnerships with Hainan Airlines, PGA Magazine, Highgate Hotels and Union Pay processing company.*Served as primary contact with investors providing operating information and quarterly results.

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  Monarchs House

  • St Andrews, UK

  • Managing Partner

    • Jan 2001 - Sep 2014
    • St Andrews, UK

    Monarchs House is an elegant, freestanding stone residence built at the mid-19th century in the heart of St. Andrews, Scotland. Completely refurbished, restored and improved, the house offers very sophisticated comfort while retaining its air of old-fashioned charming Scottish hospitality.Groups of up to eight guests will enjoy the privacy and ease the house affords. Experience the ultimate, all inclusive Scottish vacation. All you need to do is purchase a plane ticket, everything else will be arranged for you.

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  American Tower

  • Boston, MA

  • Vice President - EMEA Business Development

    • Jan 2010 - Sep 2012
    • Boston, MA

    Strategic planning and business development in Africa• Instrumental in selecting two local partners and structuring a South African joint venture.• Lead role in evaluating opportunities in Kenya and Tanzania.• Developed analytical tools used to evaluate market attractiveness and risks.

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  St Andrews Grand LLC

  • St Andrews, UK

  • Founding Partner & Director of Sales

    • Jan 2006 - Aug 2007
    • St Andrews, UK

    Created visionary structure for destination travel• Successfully purchased Hamilton Hall in St Andrews - one of Scotland’s most iconic buildings located directly behind the 18th green of the Old Course - for £20 million.• Secured national and local regulatory approvals without a filed or stated objection.• Developed strategy for luxury membership program.• Led marketing group to produce highly regarded property documents.• Generated greater than 1/2 of all membership sales with an average selling price of +$2 million.

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  Caledonia Capital Management

  • Boston, MA

  • Founder/Portfolio Manager

    • Jun 1996 - Dec 2005
    • Boston, MA

    Launched startup asset management firm for high-net worth individuals, institutions and foundations• Featured as the cover story subject in the New York Times Sunday Magazine.• Successfully grew startup hedge fund operations to $2.5 billion.• Helmed flagship fund that averaged annual net returns to investors of 14% over a 91⁄2-year period.• Cultivated an overseas investor group throughout Europe.• Actively guided research and trading professionals.• Served as primary contact with limited partners providing investment theory and strategy.

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  John Hancock Mutual Funds

  • Boston, MA, London, UK

  • Vice Chairman of Investment Policy Committee/Chief Equity Officer/EVP/Portfolio Manager

    • Jan 1983 - Jun 1996
    • Boston, MA, London, UK

    Portfolio Manager for the number 1 ranked small capitalization growth mutual fund, The Special Equities Fund, in the United States over a ten-year period.• Grew fund assets from $9 million to $3+ Billion in just over 10 years.• Created the firm’s two quantitatively driven funds, Special Opportunities and Asset Allocation.• Led organization growing equity assets from $300 million to $25 Billion in just greater than five years• Managed multi-national team located in USA, Europe & Asia.• Company’s key spokesperson appearing numerous times on Wall St Week with Louis Rukeyser & CNBC.• Identified the need for and created the first dedicated Internet analyst position in the United States in 1995.• Built acclaimed professional organization that experienced zero turnover over five+ years.