Experience

Sequentis Capital

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director

  • Feb 2023 - Present



Integrated Financial Partners

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Mar 2019 - Feb 2023



M3 Advisory Services

• United States
• Financial Services

• Director Business Development

  • Oct 2013 - Mar 2019



The Trust Project-Youth Non Profit Organization

• Roxbury, MA

• Executive Director

  • Mar 2011 - Mar 2013

  A life altering two year sabbatical, I worked with board of directors to strategically identify, manage then merge The Trust Project methodology into a larger well established non-profit. Known for it's impacting Boston's at-risk population, the combined enhanced programs are now more effective at changing the odds for Boston's youth. The Trust Project instills hope, vision and a more positive future for Boston's high-risk teens. A proven early prevention strategy, improving attendance, engagement and student performance by embedding Life Success Coaches in Boston public middle schools to motivate, mobilize, and equip the youth with the skills and support needed to complete high school, attend college or enter the workforce. Show less



M3 Capital Advisors, LLC

• Financial Services
• 1 - 100 Employee

• Co-Founder

  • Aug 2002 - Mar 2011



John Hancock Financial Services

• Senior Planner

  • Jun 1980 - Jul 1999