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Credentials

  • Accredited Asset Management Specialist
    College for Financial Planning
    Sep, 2016
    - Sep, 2024

Experience

    • Accounting
    • 1 - 100 Employee
    • Senior Accounting Consultant
      • May 2016 - Present

      Business Development, Sales, Marketing and Training for a small Accounting firm. Business Development, Sales, Marketing and Training for a small Accounting firm.

    • Owner/Founder
      • Apr 2004 - Present

      Founded Ariel International in 2004 as an Executive Recruiting Firm in the Vacation Ownership Industry. (Prior to Ariel International I founded Amara Energy Group, an Executive Recruiting Firm for the Energy Industry.) Ariel International provides business development, consulting, marketing and sales for various industries/specialty areas including: accounting, chambers of commerce, energy, financial services, insurance, marketing, recruiting, sales, technology, and training. Founded Ariel International in 2004 as an Executive Recruiting Firm in the Vacation Ownership Industry. (Prior to Ariel International I founded Amara Energy Group, an Executive Recruiting Firm for the Energy Industry.) Ariel International provides business development, consulting, marketing and sales for various industries/specialty areas including: accounting, chambers of commerce, energy, financial services, insurance, marketing, recruiting, sales, technology, and training.

    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Business Development, Sales and Marketing
      • Oct 2014 - May 2016

      Instrumental in building the Chamber of Commerce Membership by face-to-face B2B Sales and Marketing Calls. Took it upon myself to help Chamber Members more fully use the Benefits of Chamber Membership by helping them create their free Web landing pages, Become Verified by Google, Utilize the Chambers' free Hot Deals to increase their business exposure. Was instrumental in helping the Chamber develop a Member Retention System in order to reduce the number of lost / lapsed members. Instrumental in building the Chamber of Commerce Membership by face-to-face B2B Sales and Marketing Calls. Took it upon myself to help Chamber Members more fully use the Benefits of Chamber Membership by helping them create their free Web landing pages, Become Verified by Google, Utilize the Chambers' free Hot Deals to increase their business exposure. Was instrumental in helping the Chamber develop a Member Retention System in order to reduce the number of lost / lapsed members.

    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Financial Advisor
      • Jul 2011 - Apr 2013

      Selected to participate in the first AMP Class for Raymond James (Accredited Masters Program) to earn the CFP Designation. Attained Series 7, 66, AAMS and various Insurance Licensures Selected to participate in the first AMP Class for Raymond James (Accredited Masters Program) to earn the CFP Designation. Attained Series 7, 66, AAMS and various Insurance Licensures

    • United States
    • Financial Services
    • 700 & Above Employee
    • Special Agent
      • Oct 1992 - Apr 1996

      Built a life and disability insurance business specializing in working with the Legal Profession and Accountants. Also went to work for Northwestern Mutual from April 2013 to September 2013 in Fort Lauderdale, Florida as an Financial Advisor/Insurance Agent Built a life and disability insurance business specializing in working with the Legal Profession and Accountants. Also went to work for Northwestern Mutual from April 2013 to September 2013 in Fort Lauderdale, Florida as an Financial Advisor/Insurance Agent

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Jul 1984 - Jun 1988

      Four Years with MLPFS as a FA in Fort Myers, FL Four Years with MLPFS as a FA in Fort Myers, FL

Education

  • University of South Florida Muma College of Business
    Financial and Marketing
  • University of South Florida
    Finance and Marketing

Community

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