Experience

Members' Wealth

• Financial Services

• COO

  • Dec 2022 - Present

  We develop, implement, and execute custom planning and investment strategies, rooted in science and law, enhanced with behavioral analysis and fine-tuned to each individual, family or business' need. We develop, implement, and execute custom planning and investment strategies, rooted in science and law, enhanced with behavioral analysis and fine-tuned to each individual, family or business' need.



Integrative Investing

• United States
• Financial Services

• Financial Advisor

  • Dec 2018 - Dec 2022

• Fi Ops Guide

  • Aug 2015 - Dec 2022

  Working with financial services companies and professionals to streamline their process and infrastructure. I embed with your team for as long as is needed to understand the operation and then present an operations efficiency report with a detailed plan to realize more efficiency.


Self-Employed
• Real Estate
• 1 - 100 Employee
• Financial Coach, Squash Coach, Yoga Teacher

  • Feb 2009 - Dec 2022

Hoey Investments, Inc.
• United States
• Financial Services
• 1 - 100 Employee
• Financial Advisor

  • Apr 2018 - May 2022

Wealthcare Advisory Partners LLC
• United States
• 1 - 100 Employee
• Financial Advisor

  • Jun 2020 - Sep 2021

Wheelhouse Analytics
• United States
• Financial Services
• 1 - 100 Employee
• Consultant

  • Mar 2015 - Aug 2015


Consultant

• United States
• Advertising Services

• Managed Account Product Consultant

  • Sep 2006 - Feb 2009

  Product development consultant and project manager Product development consultant and project manager



Lockwood, a service of Pershing/Bank of New York Securities

• Director of Service and Operations

  • Mar 2000 - Jun 2006

  Led and directed product and service operations to achieve company goals. Led and managed a team of 60 service and operations associates through 5 direct reports Developed and implemented Lockwood’s service and operations structure; as well as its policies and procedures. Designed and implemented Lockwood’s internal and client facing workflow technology. Approved and helped develop all new product and service offerings. Developed and maintained relationships with Lockwood’s key institutional clients and money managers. Member of Lockwood’s Executive, Performance Measurement, Best Execution and Technology Committees. Show less



ERTHNXT

• Tree Planting Project Manager

  • Jan 2005 - May 2006

  Coordinated the planting of 15,000 trees throughout the U.S. Researched appropriate trees for each hardiness zone and ecosystem Developed a database of tree suppliers Coordinated the planting of 15,000 trees throughout the U.S. Researched appropriate trees for each hardiness zone and ecosystem Developed a database of tree suppliers


Lyden, Dolan, Nick &Co
• Specialist Clerk

  • Jul 1993 - Jun 1997