Experience

Annex Wealth Management

• United States
• Investment Management
• 100 - 200 Employee

• Director Naples Branch

  • May 2022 - Present



Suncoast Credit Union

• United States
• Banking
• 700 & Above Employee

• Sr Financial Advisor

  • Jun 2020 - May 2022



Monarch Capital Group LLC

• Managing Director

  • Apr 2014 - Jun 2020



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Director of Investment strategies

  • Jun 2012 - Apr 2014

  Director of Investment Strategies growing from 275 million to over 500 million. Specializing in and deploying strategic and sophisticated option strategies. Director of Investment Strategies growing from 275 million to over 500 million. Specializing in and deploying strategic and sophisticated option strategies.



TOS Advisors

• Bloomfield Hills, Michigan

• Financial Advisor / Business Development / Institutional Investments

  • Jan 2008 - Dec 2011

  Created investment strategies to capture and retain clients, deployed scalable strategies to attract Registered Investment Advisors which led to exponential growth of AUM over 250 million. Created investment strategies to capture and retain clients, deployed scalable strategies to attract Registered Investment Advisors which led to exponential growth of AUM over 250 million.



Platinum Capital LLC

• Troy, Michigan

• Managing Director

  • Mar 2004 - Jan 2008

  Hedge fund and Private Equity investment operations. Raised 50 million to deploy in various investments. Hedge fund and Private Equity investment operations. Raised 50 million to deploy in various investments.