Experience

NeedleSmart

• United Kingdom
• Hospitals and Health Care
• 1 - 100 Employee

• Chief Operating Officer

  • Apr 2022 - Present

• Chief Strategy Officer (CSO)

  • Nov 2021 - Apr 2022



Vinland Ventures

• Partner

  • Jul 2017 - Present

  We serve as a key advisor to clients seeking funding, strategic planning, market development, expansion and sales force development consultation. Vinland advises both startup and established client companies to develop strategy, build effective teams and secure partnerships and resources that accelerate growth. We take pride to collaborate with leadership teams to develop and implement effective strategies. With this guidance, clients are able to foster success-oriented, collaborative and accountable cultures aligned with company vision, mission and core values. Recently we have: • Aided a ground-breaking, publicly traded biotechnology company to design a unique business model. I’ve guided their organization through cost estimation, design and testing. • Attracted and secured funding from investors to raise millions in capital for a Real Estate Development company. This has enabled the building of hundreds of multi-family units near a major corporate headquarters of a large technology company. • Advised an Enterprise Communication platform to scale their offering, comply with the European Data Privacy Act and differentiate their product. Together, we’ve defined their market and developed their messaging strategy. Show less


Get In The Game
• United States
• Philanthropic Fundraising Services
• 1 - 100 Employee
• Executive Director

  • Aug 2020 - Aug 2021


BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Senior Director

  • Jun 2013 - Jul 2017

  I built teams of Investment Experts to expand the Wealth Management business for this global, publicly traded financial services company. I served as a trusted advisor to high net worth clients, their families and family offices, developing thoughtful and comprehensive strategies to optimize returns and manage risk. I guided the fulfillment of investment, trust and estate, insurance, tax and banking needs. I also managed cost center revenues, expenses and talent. I built referral partner relationships with legal, accounting and insurance professionals. Most notably, I: • Led teams to effectively manage a multi-billion-dollar investment portfolio and to bring in 9-figures in new assets. • Built key relationships with family members over multiple generations, leading to retention of 9-figure trust accounts. Show less



ICC Capital Management

• Financial Services
• 1 - 100 Employee

• Director & Portfolio Manager

  • Jul 2008 - Jun 2013

  I built out the Institutional product offerings and executed the growth equity strategy for this growing money management firm. I developed relationships with partners to generate key product feedback and to layout presentation and messaging for defined contribution options. Additionally, I: • Gained the trust of 7 partners and collaborated with them to develop a high net worth-focused and complementary product to their current offerings. • Co-managed 10-figure client assets across 4 equity strategies. Show less



Knott Capital Management Inc

• United States
• Financial Services
• 1 - 100 Employee

• CEO

  • 2000 - 2008

  I built this company through vision setting and the development of our mission, values and market-driven strategy. I created and implemented operational plans, business objectives and performance measures. I also led the development, communication and execution of effective growth strategies and processes. I attracted, recruited and retained employees and coached and mentored leaders as needed. I represented the company to the top 75% of clients, building personal relationships and defining capital strategies. During my tenure, I: • Grew the business’s AUM by 2,400%. • Established the company’s media presence and demonstrated field expertise that led to features, mentions and regular spots in the Wall Street Journal, Bloomberg, CBN and CNBC. Show less


Invesco Ltd.
• United States
• Financial Services
• 700 & Above Employee
• Managing Director

  • 1998 - 2000