Experience

Greenheart CBD

• United States
• Food Production
• 1 - 100 Employee

• Investor - Head of U.S. Investment & Expansion

  • 2022 - Present

  Assisted in launching the Initial Coin Offering (ICO) for this Defi, AgriTech/FinTech Project; introduced U.S. Investors to the Project for funding U.S. expansion from Ireland; implemented the Blockchain & AgriTech/FinTech Project in U.S.; launched Brand & Marketing in Q4/22 - Q1/23 "Internationally recognized for using Blockchain & FinTech Tokenization to bring AgriTech into the 21st century" Assisted in launching the Initial Coin Offering (ICO) for this Defi, AgriTech/FinTech Project; introduced U.S. Investors to the Project for funding U.S. expansion from Ireland; implemented the Blockchain & AgriTech/FinTech Project in U.S.; launched Brand & Marketing in Q4/22 - Q1/23 "Internationally recognized for using Blockchain & FinTech Tokenization to bring AgriTech into the 21st century"



Skience

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• SVP of Strategy, Sales Execution & Mgmt: Digital Onboarding/Compliance Platform

  • 2019 - 2021

  Recruited by Private Equity to develop and execute the Go-to-Market strategy for this early-stage Platform launch; accelerated Brand awareness, Brand acceptance; ignited Signature Deal-flow with Edelman Financial and New York Life Securities, secured additional Funding and drove firm to next-level and Acquisition "Signature deal flow led to additional Investment & acquisition by Sagewind Capital" Recruited by Private Equity to develop and execute the Go-to-Market strategy for this early-stage Platform launch; accelerated Brand awareness, Brand acceptance; ignited Signature Deal-flow with Edelman Financial and New York Life Securities, secured additional Funding and drove firm to next-level and Acquisition "Signature deal flow led to additional Investment & acquisition by Sagewind Capital"



Scivantage

• Software Development
• 1 - 100 Employee

• SVP of Strategy, Sales Execution & Mgmt: Digital Advice Platform

  • 2016 - 2018

  Recruited by Private Equity to develop and execute the Go-to-Market strategy for this pre-beta stage Platform launch; accelerated Brand awareness and ignited Signature Demand with SunTrust Bank Wealth Management, and Wedbush Clearing; my success drove Brand awareness, Brand acceptance and Acquisition "Increasing demand, and Signature Deal-flow led to the Refinitiv acquisition in 2020" Recruited by Private Equity to develop and execute the Go-to-Market strategy for this pre-beta stage Platform launch; accelerated Brand awareness and ignited Signature Demand with SunTrust Bank Wealth Management, and Wedbush Clearing; my success drove Brand awareness, Brand acceptance and Acquisition "Increasing demand, and Signature Deal-flow led to the Refinitiv acquisition in 2020"



Archer

• United States
• Software Development
• 1 - 100 Employee

• SVP of Strategy, Sales Execution & Mgmt: Institutional Wealth Mgmt Platform & BPO

  • 2013 - 2016

  Propelled Archer IMS, an early-stage company to a Market Leader status and Acquisition; rebranded Company and expanded office footprint into NYC; created new company Brand awareness and Brand acceptance; quickly ignited deal flow and numerous Sales including Signature account Victory Asset carrying a 20MM valuation, sparking Venture Funding, next-level growth and Acquisition "Signature deal flow led to PE Investment by NewSpring in 2015 and acquisition by LLR in 2020" Propelled Archer IMS, an early-stage company to a Market Leader status and Acquisition; rebranded Company and expanded office footprint into NYC; created new company Brand awareness and Brand acceptance; quickly ignited deal flow and numerous Sales including Signature account Victory Asset carrying a 20MM valuation, sparking Venture Funding, next-level growth and Acquisition "Signature deal flow led to PE Investment by NewSpring in 2015 and acquisition by LLR in 2020"



FolioDynamix/Envestnet, Inc.

• SVP of Strategy, Sales Execution & Mgmt: Turnkey Asset Manager & Wealth Platform

  • 2009 - 2013

  Propelled FolioDynamix, a semi start-up to Market Dominant status and Acquisition; developed and executed a highly complex go-To-Market Strategy; signed FDx as Pershing's NetX360 Trading Platform and gained access to all Broker Dealer and RIA Clients; created a new TAMP Sales channel for Sales Team, resulting in Industry Signature signings with LPL, Raymond James, Cetera, and Acquisition by EnvestNet. Pershing Valuation with subsequent Deal Flow was estimated at 120MM or more "FolioDynamix was acquired by Actua in 2015 and Envestnet in 2019" Show less



Vestmark

• United States
• Software Development
• 200 - 300 Employee

• SVP of Strategy, Sales Execution & Mgmt: Enterprise Wealth Platform & TAMP

  • 2007 - 2009

  Propelled this WealthTech start-up to Venture Funding and Market Leadership; opened Jersey City office; created highly effective Go-To-Market strategy and led Team to exponential success with Signature signings; Goldman Sachs, Delaware, Invesco during the 2008 recession; ignited Brand awareness, Brand acceptance and Signature Deal Flow and now they have over 250 employees, experienced explosive growth as a result of our successful GTM strategy and execution "Propelled Vestmark to Market Leadership, achieved during the height of the 2008 Recession" Show less



Fiserv

• Software Development
• 1 - 100 Employee

• VP of Strategy, Sales Execution & Mgmt: Multi-Vertical Enterprise Wealth Platform

  • 1994 - 2007

  Propelled Security APL, a very early stage company to Market Dominant status and Acquisition; created highly effective Sales Strategies in three Verticals: Buy-side, Sell-side & Turnkey Asset Management; personally signed over 200 Enterprise Platform deals; responsible for capturing the Wealth 2.0 Segment of the WealthTech sector and led the Industry in Managed Account Platform Sales for over two decades "Security APL was acquired by CheckFree in 1999 and by Fiserv in 2007" Propelled Security APL, a very early stage company to Market Dominant status and Acquisition; created highly effective Sales Strategies in three Verticals: Buy-side, Sell-side & Turnkey Asset Management; personally signed over 200 Enterprise Platform deals; responsible for capturing the Wealth 2.0 Segment of the WealthTech sector and led the Industry in Managed Account Platform Sales for over two decades "Security APL was acquired by CheckFree in 1999 and by Fiserv in 2007"


Jesup & Lamont
• Financial Services
• 1 - 100 Employee
• NYSE Floor Clerk, International Arbitrage Gold Trader (London & South Africa)

  • 1990 - 1994