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Experience

    • Canada
    • Advertising Services
    • 1 - 100 Employee
    • CEO
      • Feb 2015 - Present

      Burlington, Ontario Klusster (kluhs-ter): verb - to work together online. Klusster: SEO Agency - We help business structure and create content to be found online.

    • President
      • 2005 - Dec 2014

      Lionet Media Inc is a private investment company that invests in a network of media solutions that have reached over 40,000,000 people worldwide since inception.

    • Managing Director
      • Mar 2013 - Nov 2014

      www.manageyourwealth.ca The pre-cursor to the Klusster Platform, Manage-Your-Wealth.ca was the First "Klusster" that brought together a GROUP of wealth professionals from multiple disciplines to share knowledge to thousands of Canadians to provide better FINANCIAL CLARITY each month. The success and learning from Manage Your Wealth provided us the confidence to put together a new platform that any business could use to better disseminate messages.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Vice-President Private Client Services
      • Oct 2007 - Mar 2013

      Work with elite Wealth Professionals to service high net worth clients. Instrumental in AUM growth from $700m to $2.1 B during tenure.

    • United States
    • Machinery Manufacturing
    • 1 - 100 Employee
    • Director, Investments
      • Aug 2001 - Aug 2005

      Public and private investment management; Developed proprietary Share Holder Alignment Survey and CFROIC models to evaluate investment alternatives and compare/contrast executive management KPIs.

    • Small Cap Investment Manager
      • Apr 1998 - Apr 2001

      Toronto, Canada Area Trilwood Investments was an Investment Management Holding company with over $1 Billion in assets under management.

Education

  • McMaster University
    MBA, Finance
    1995 - 1998
  • Brock University
    Bachelor's degree, Business Administration and Management, General
    1986 - 1990

Community

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