Experience

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  Freedom Equity Group, LLC. (OFFICIAL)

  • San Diego, California, United States

  • Sr. Executive National V.P.

    • Oct 2014 - Present
    • San Diego, California, United States

    FEG offers tax-free, risk free retirement plans that are guaranteed by A+ Companies with over 100 years in business. I'm on a crusade to help people find out that there's a better mouse trap on the market which according to Actuarial studies is "...the only retirement plan that makes mathematical sense". This plan will insure financial futures, unlike the risk and tax laden plans which traditionally never worked. These same plans also contain Free riders protecting you against financial ruin in case you get a Terminal, Critical or Chronic illness. Too good to be true? Ask me and I will send you a book about it... read it and you decide. Your move...

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  TMK Solutions, LLC

  • Phoenix, Arizona Area

  • Managing Member

    • Sep 2013 - Present
    • Phoenix, Arizona Area

    Financial Consultant

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  White Rock Advisors, LLC

  • Managing Director

    • Oct 2008 - Aug 2018

    "Consulting to clients on Capital, Debt and M & A transactions". We also have a proprietary financing program which allow new and established companies to create external capital with terms that are more favorable than the equity and debt markets.Particularly attractive in a market that is not providiing sufficient liquidity to corporate borrowers. It can be used as a substitute for equity without incurring dilution and is non-recourse to the borrower.

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  Creative Structured Finance, LLC

  • Director

    • Mar 2005 - Apr 2010

    ▪ Formed a joint venture with Mondiaen Capital Management, N.V.; modeled dual asset class transactions for non-investment rated companies seeking financing through the capital markets.▪ Secured an agreement with Fortune Films to use financing model to raise $50 million and engaged a California Real Estate developer seeking financing of $80 million.▪ Formulated targeted portfolio solutions, and financing strategies for mid cap foreign and domestic companies seeking capital market funding.

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  AmeriFirst, Inc., AmeriFirst Capital Corp., AmeriFirst Funding Group, Inc.

  • Ponte Vedra Beach, FL

  • Managing Director

    • Oct 2002 - Jan 2005
    • Ponte Vedra Beach, FL

    ▪ Established newly formed Provider of Senior Life Settlement policies in 38 states of the U.S. Identified and formed working relationships with Broker network in US; set up procedures, anti-fraud and operations manuals. ▪ Responsibility also included selling SEC registered (S-1) Fund, collateralized by Senior Life Settlements to Institutional and Accredited investors in US, Asia and Europe.

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  World Access Telecom, Inc.

  • Founder and President

    • Oct 1992 - Sep 2002

    ▪ Built territory growth strategy; created a formal selling model, competitive and market assessments to secure agreements to represent long distance resellers to private homes and businesses in over 50 countries.▪ Led market entry into Hungary through exclusive contract with Telegroup; oversaw site selection, policy development, staff selection, contract negotiations, sales training, and business development strategies.▪ Generated maximum demand for products, identified strategic market shifts and repositioned company as an emerging leader in the industry, boosting increased territory coverage, revenue and leads.▪ Positioned Telegroup as an industry leader, achieving note worthy recognition as the #2 fastest growing company in the U.S. by Entrepreneur Magazine.▪ Received “Outstanding Business Achievement” award for business development expertise.

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  Raleigh Enterprises Ltd, New York, NY (1989-1992)

  • 952 5th Avenue, New York, NY 10021

  • President

    • Nov 1989 - Oct 1992
    • 952 5th Avenue, New York, NY 10021

    • Directed operations for international consulting and management company, under contract with American / East European Capital Corporation.• Identified and developed potential clients.• Sold services to major international companies, including Kidder Peabody, Malev Air (Hungarian National Airlines), Financial Securities Assurance, Hungarian Credit Bank, Avon, Remy Martin, Coinmach, and The Transportation Group.

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  UBS

  • 299 Park Avenue, New York, NY 10171

  • Capital Markets - Institutional Salesman

    • Jul 1986 - Oct 1989
    • 299 Park Avenue, New York, NY 10171

    • Performed sales of mortgage backed securities, U.S. government securities, and derivative products for wholly-owned subsidiary of Union Bank of Switzerland.• Recognized by company for outstanding sales performance.

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  Morgan Stanley & Co.

  • 1251 Avenue Of The Americas, New York, NY 10020

  • Capital Markets - Institutional Salesman

    • Sep 1984 - Apr 1986
    • 1251 Avenue Of The Americas, New York, NY 10020

    Capital Markets Division - Carried out sales of fixed income securities, specializing in mortgage-backed securities to select institutional accounts across United States.

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  Société Générale

  • 50 Rockefeller Center, New York, NY

  • Assistant Vice President

    • Sep 1981 - Aug 1984
    • 50 Rockefeller Center, New York, NY

    • Responsible for managing asset/liability domestic portfolio ($1 billion) of bank; trading in financial futures, domestic money markets and interbank term funds.