VP of Capital Markets - South Central

• Apr 2023 - Present

Raising capital for alternative investments through the IBD and RIA channels.

Director of Capital Markets - Southwest

• Aug 2019 - May 2023

Internal Sales Director

• Aug 2018 - Mar 2019

Worked with external wholesaler to increase sales and enhance relationships with thousands of advisors leading to increased sales in multi-state territory. Delivered sales positioning and ideas for advisors to use with complex variable annuity and an index / buffered strategy annuity. Worked with external wholesaler to increase sales and enhance relationships with thousands of advisors leading to increased sales in multi-state territory. Delivered sales positioning and ideas for advisors to use with complex variable annuity and an index / buffered strategy annuity.

Vice President, Midwest Markets (external wholesaler)

• Mar 2017 - Jun 2018

Raised multi-million dollars in capital from 13-state territory for 2 private equity offerings. Developed deep relationships from in-person and phone meetings with top-tier alternative producers in IBD channel and grew existing business relationships. Triton Pacific Securities, LLC was established in January 2005 as the deal manager for Triton Pacific Capital Partners' investment programs and offerings distributed through broker dealers and RIAs. TPS is registered in 49 U.S. States and Territories (as of 1/1/2018). Triton Pacific Capital Partners is a Los Angeles, CA based private equity firm founded in 2001 that invests in both debt and equity securities of privately held American businesses. Triton Pacific, a sponsor of private equity alternative investment programs, currently manages 50+ private equity offerings. Triton active offerings include one publicly registered non-traded fund and one private offering focused on fast food restaurants. Show less

Associate Vice President

• Sep 2013 - Mar 2017

Partnered with external wholesalers to proactively manage relationships with advisors via phone calls and written communications. Tasked to increase capital raise for multiple REITs. Partnered with external wholesalers to proactively manage relationships with advisors via phone calls and written communications. Tasked to increase capital raise for multiple REITs.

Partner

• 1995 - 2017

Sales Representative

• Oct 2012 - Sep 2013

Established and enhanced relationships with restaurant owners, chefs, key decision makers for business protein needs. Presented well reasoned ideas and differences from current products to corporate product line. Established and enhanced relationships with restaurant owners, chefs, key decision makers for business protein needs. Presented well reasoned ideas and differences from current products to corporate product line.

Executive Recruiter - Randstad Finance and Accounting

• Jan 2012 - Sep 2012

Randstad Finance & Accounting is a premier provider of accounting and finance recruitment and staffing. We connect professionals with companies, candidates with clients, ambitions with opportunities. We focus exclusively on financial talent, making us an ideal staffing partner for companies of all sizes, across all lines of business. We provide project, project to direct hire, and direct hire staffing. Whether you are a manager looking to develop an effective recruiting strategy or a professional ready to take the next step in your career, Randstad Finance & Accounting can help. For more information on our organization and its specialized staffing services visit www.randstadfinance.com. Specialties Here are some of the positions we focus on: Chief Financial Officers Public Accounting (Tax & Audit) Treasurers Controllers Accountants (Senior, Staff, Junior) Accounting Managers Payroll Managers Accounting Supervisors Full Charge Bookkeepers Financial Analysts Credit and Collections Cost Accountants Accounting Support Show less

Account Exec

• Jan 2010 - Jan 2012