Experience

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  NV Capital Corporation

  • Las Vegas, NV, United States

  • Chief Investment Officer/Business Development Manager

    • Nov 2018 - Present
    • Las Vegas, NV, United States

    Hard Money Lender/Rainmaker

• 

  SubZeroIceCream

  • United States

  • Franchisee

    • Feb 2022 - Present
    • United States

• 

  All Star Cars

  • 4000 W. Ali Baba Lane, Las Vegas, NV

  • Vice President Of Business Development

    • Apr 2021 - Mar 2022
    • 4000 W. Ali Baba Lane, Las Vegas, NV

    Las Vegas’ Premier Exotic Car Rental Company

• 

  Capella Mortgage

  • Las Vegas, Nevada Area

  • Chief Investment Officer

    • Mar 2018 - Nov 2018
    • Las Vegas, Nevada Area

    Private Wealth Management through Commercial Lending and Investments

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  U.S. Trust

  • Senior Vice President/Private Client Advisor

    • Dec 2015 - Nov 2017

• 

  Bank of America

  • SVP/Market Sales Manager for the Las Vegas Central Market

    • Oct 2015 - Dec 2015

  • Senior Vice President/Small Business Banking Manager

    • Jul 2015 - Oct 2015

  • Vice President/Small Business Banker

    • Apr 2011 - Jul 2015

• 

  Twenty3's

  • las vegas, nevada area

  • Founder/Managing Partner

    • Mar 2008 - Aug 2014
    • las vegas, nevada area

    Las Vegas' First Eatertainment Venue!! More information to come soon!

• 

  Good Spirits, LLC DBA BlockBuster Cocktails

  • Las Vegas, Nevada Area

  • Managing Member

    • Nov 2011 - Jul 2013
    • Las Vegas, Nevada Area

    We are a full service bar serving beer, wine, and spirts inside the Rave Movie Theater located at Town Square in Las Vegas, NV.

• 

  Wells Fargo

  • Las Vegas, Nevada Area

  • Small Business Banker

    • Oct 2010 - Apr 2011
    • Las Vegas, Nevada Area

• 

  Investors Capital Network, Inc

  • Vice President / Chief Investment Officer / Owner

    • Mar 2006 - Oct 2010

    Responsible for soliciting, developing and maintaining profitable account relationships with high net worth individuals within our CA and NV markets. I have taken the company from 0 to 400 clients and I am currently managing just under $50 million in investment dollars. I also have been involved in underwriting over $50M in commercial real estate deals.

• 

  OneCap

  • Senior Private Client Manager

    • Jul 2002 - Mar 2006

    Responsible for soliciting, developing and maintaining profitable account relationships with high net worth individuals. Brought in and managed over $1.2 Billion investment dollars over the course of my employment there. I was primarily responsible for growing a private client investment portfolio from 55 clients with $23 million invested to 1,600 clients with $420 million invested. Personally was in charge of managing $350MM investment dollars and well over 1017 clients at the time I left. The company as a whole had just over $420MM under management and just over 1570 clients. I was also involved in underwriting and managing over $1Billion in secured and unsecured commercial real estate deals.

• 

  Wells Fargo

  • Small Business Banker, AVP

    • Oct 2001 - Jul 2002

• 

  US Bank

  • Business Banking Officer/Investment Rep., AVP

    • Jan 2001 - Oct 2001

    Responsible for developing and managing small business banking customer relationships by consulting/advising on and selling a wide range of financial services to include: credit, deposit, cash management and other applicable bank products and services. Develops business in the more sophisticated and complex marketplaces. Concentrated on business development activities. Provides guidance and direction to less experienced Small Business Bankers. Utilizes a high degree of creativity and independence in managing account relationships and developing new business. Small Business Bankers are required to meet a minimum threshold of sales in core small business products and services.

• 

  Northern Trust Private Bank

  • Marketing & Communications Consultant/Northern Funds Sales Rep

    • May 2000 - Jan 2001

    Develop marketing materials specific to an area's products and services; determine the theme and content and coordinate the development of the materials with public relations and outside design firms. Research and analyze the products and services to determine the appropriate positioning and market strategy that will promote the bank. Identify and gather data on competitor products and services, prices, methods of marketing, and prepare analysis for review. Respond to inquiries from clients, client prospects, consultants, and media sources regarding the products or services. Respond to requests for proposals and develop fee proposals. Respond in written form providing information about the products and services or develop a strategy to respond to a specific request. Interact with various areas of the bank, trust operations, product and sales areas, and public relations to gather data to develop marketing strategies. Participate in the development of company print, radio or television advertising campaigns by developing materials and contacting appropriate outside agencies or design firms. Assist in the design of client surveys and consultant questionnaires, consult with the marketing and sales staff on presentation, phrasing of questions and technical issues. Work with the sales staff to select direct mail programs; monitor response rates and business results. Coordinate client conference materials, develop and prepare agendas, brochures, and general information packets on the products and services. Develop opportunities to promote the products and services, through workshops, seminars, new articles and conferences. Maintain communications with consultants who refer the bank's services to their clients. Update the consultants on new industry developments and product offerings. Act as a liaison to the media to field questions related to products and services. Coordinate special events related to consumer products and services.

• 

  Wells Fargo Bank

  • Marketing & Communications Consultant/Private Banking

    • Feb 1999 - May 2000

    Assist in the development and execution of sponsorships and promotional activities that leverage the bank's goals of acquisition, migration, and retention; and new clients, retention of clients and the increasing fees. Support regional sales director and sales personnel in the areas of training, marketing and presentations. Work closely with division staff, private client management and other Private Client Services officers. Under the direction of the Regional Manager developed basic relationship management skills to meet the financial needs of high net worth customers and I have accountability over simple accounts. I provide consulting w/ high net worth clients regarding basic financial needs, resolving inquires, opening and servicing accounts and control records/files within policy/guidelines. Review and approve customers' overdrafts and deposits. Cross-sell products and services to existing clients. Serve as liaison to other internal departments and assists in resolving operational issues related to moderately complex accounts.

  • Store Banking Center Manager

    • Jun 1998 - Feb 1999

  • Store Personal Banking Officer

    • Feb 1997 - Jun 1998

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  Mutual of New York (MONY)

  • Financial Professional

    • Dec 1997 - Jun 1998