Experience

Sound Income Strategies

• United States
• Financial Services
• 1 - 100 Employee

• Chief Operating Officer

  • Jan 2022 - Present

  Fort Lauderdale, Florida, United States Responsible for day-to-day operations of Sound Income Strategies, creating more efficient processes and streamlining business solutions for our advisors and clients. Helping clients generate retirement income, and increased dividend exposure can also help provide greater returns with lower risk, protection against inflation, and potential tax advantages. • Build a high-performing, loyal team of advisors by creating a cohesive culture, leadership synergistic conversations to develop new… Show more Responsible for day-to-day operations of Sound Income Strategies, creating more efficient processes and streamlining business solutions for our advisors and clients. Helping clients generate retirement income, and increased dividend exposure can also help provide greater returns with lower risk, protection against inflation, and potential tax advantages. • Build a high-performing, loyal team of advisors by creating a cohesive culture, leadership synergistic conversations to develop new sales ideas • Created corporate compensation/incentive plans unique to the industry. These plans do not take revenue away from the company, keeping advisors and staff focused on acquiring and servicing clients • Built an open-architecture investment product model for advisors. This platform includes a wide variety of additional investments product options Show less



Sound Income Group

• United States
• Financial Services
• 1 - 100 Employee

• Chief Technology Officer

  • Jan 2022 - Present

  Fort Lauderdale, Florida, United States Responsible for the technology roadmap of Sound Income Group and affiliates, building multi-year technology solutions on the Salesforce (FSC) platform • Completed the rigorous process to claim compliance with the GIPS standards for Sound Income Strategy, LLC • Reengineered and consolidated legacy CRM (ACT and Hubspot) systems into Salesforce Financials Services Cloud (FSC) platform • Working towards the building of an advisor portal on the Salesforce FSC platform to synergize the… Show more Responsible for the technology roadmap of Sound Income Group and affiliates, building multi-year technology solutions on the Salesforce (FSC) platform • Completed the rigorous process to claim compliance with the GIPS standards for Sound Income Strategy, LLC • Reengineered and consolidated legacy CRM (ACT and Hubspot) systems into Salesforce Financials Services Cloud (FSC) platform • Working towards the building of an advisor portal on the Salesforce FSC platform to synergize the front and back office operations Show less



Investacorp, Inc. (Subsidary of Advisor Group, a leading Private Equity Wealth Management Firm)

• Chief Information Officer & Chief Operating Officer

  • Aug 2004 - Jul 2021

  Miami/Fort Lauderdale Area Conceptualized, planned, and executed enterprise-wide digital vision aligned with organizational objectives to deliver differentiated experience across critical digital touchpoints enhancing the customer journey. • Built successful digital strategy enabling synchronized operating model, the singular brand voice across company channels, and customer engagement step-by-step from acquisition to conversion, to loyalty. • Architected Investalink, a multi-company proprietary… Show more Conceptualized, planned, and executed enterprise-wide digital vision aligned with organizational objectives to deliver differentiated experience across critical digital touchpoints enhancing the customer journey. • Built successful digital strategy enabling synchronized operating model, the singular brand voice across company channels, and customer engagement step-by-step from acquisition to conversion, to loyalty. • Architected Investalink, a multi-company proprietary web, and digital platform SAS application, supporting 1.2K+ financial professionals and 100+ back-office employees creating a competitive advantage in recruitment and retention. • Leveraged lean methodologies to strategize and implement enhanced customer-centric operating models and processes with digital and cloud technologies resulting in $1M+ savings. Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Vice President Global Database Technology

  • Aug 2000 - Aug 2004

  Greater New York City Area



Koch Industries

• Manufacturing
• 1 - 100 Employee

• Technology Consultant

  • May 1997 - Aug 2000

  Wichita, Kansas Area



GE

• Brazil
• Engineering Services
• 1 - 100 Employee

• Database Specialist

  • Aug 1995 - May 1997

  Fort Myers, Florida Area