Founder

• Nov 2019 - Present

RHTD is an experience-forward, private luxury travel agency. We help edit our clients' choices in order to design beautiful, custom itineraries for busy, successful people and their families. We believe travel is the best way to reward yourself and the best classroom that money can buy. RHTD is an experience-forward, private luxury travel agency. We help edit our clients' choices in order to design beautiful, custom itineraries for busy, successful people and their families. We believe travel is the best way to reward yourself and the best classroom that money can buy.

Strategy Consultant

• Nov 2014 - Nov 2019

Consultant-Organizational Strategy Collaborate on all go to market strategies for an early stage, high growth, executive recruiting firm. Liaise with executive leadership on streamlining brand strategy and market focus. Collaborate with executive leadership and web designer on web page launch. Consult with executive leadership and board of directors on all aspects of organizational management and development, including but not limited to, employee relations, business development, proposal writing, contract management, brand management, and KPIs. Direct sell to C-suite and venture capital firms. Show less

Sales & Strategy Consultant

• May 2014 - Jan 2015

• Perform cost analysis and develop proposals for payment services platforms of regional and national financial institutions. • Develop and implement solutions to streamline sales process and improve contract flow efficiency. • Research and implement consistent methodology for re-structuring RFP process. • Perform cost analysis and develop proposals for payment services platforms of regional and national financial institutions. • Develop and implement solutions to streamline sales process and improve contract flow efficiency. • Research and implement consistent methodology for re-structuring RFP process.

Business Strategist

• Apr 2013 - Apr 2014

Obtained French work visa for a year assignment working in the Nice, France office of a UK based luxury property rental company. Managed an extensive and diverse portfolio of high-end clients (property owners) from a variety of countries and cultural backgrounds. Additionally worked directly with the managing partners in a strategic planning capacity to explore avenues for business growth and opportunities for brand expansion in Spain, Italy, and the United States. Obtained French work visa for a year assignment working in the Nice, France office of a UK based luxury property rental company. Managed an extensive and diverse portfolio of high-end clients (property owners) from a variety of countries and cultural backgrounds. Additionally worked directly with the managing partners in a strategic planning capacity to explore avenues for business growth and opportunities for brand expansion in Spain, Italy, and the United States.

Securities Licensed Generalist

• 2010 - 2013

• Develop and grow client relationships with emphasis on private wealth clients. • Collaborate with Regions private wealth and trust department. • Build new business relationships and expand on existing book of Regions Priority clients • Develop and grow client relationships with emphasis on private wealth clients. • Collaborate with Regions private wealth and trust department. • Build new business relationships and expand on existing book of Regions Priority clients

Registered Investment Advisor

• 2006 - 2009

(Formerly Morgan Keegan) • Built and managed full-service wealth management practice. • Wealth management strategies for high net worth individuals and families. • Planning strategies for business and non-profit clients. • Wealth transfer, trust, and business transfer planning. (Formerly Morgan Keegan) • Built and managed full-service wealth management practice. • Wealth management strategies for high net worth individuals and families. • Planning strategies for business and non-profit clients. • Wealth transfer, trust, and business transfer planning.

Financial Services Generalist

• 2004 - 2005