Experience

Watts Capital Wealth Management

• COO

  • Apr 2019 - Present

• Wealth Manager

  • Nov 2017 - Present



Edward Jones

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Sep 2013 - Nov 2017

  I believe many people don't realize that a lot of their wishes and dreams are attainable; and thus they don't actively live the life they want or deserve. Thus, I'm driven each day to change that perception and perspective with my friends, family, and clients. I believe many people don't realize that a lot of their wishes and dreams are attainable; and thus they don't actively live the life they want or deserve. Thus, I'm driven each day to change that perception and perspective with my friends, family, and clients.



SCAN New York Volunteer Parent-Aides Association, Inc.

• United States
• Hospitals and Health Care

• Director of Development

  • Dec 2011 - Sep 2013

  - Human Services organization that serves “at-risk” youth and families in East Harlem and the South Bronx • Increased year-over-year private development revenue by 33% • Co-created SCAN Gala netting over $300,000 in its inaugural year and $425,000 in second year • Developed and implemented “Friends of” fundraising groups for organization’s 6 core entities • Report directly to Executive Director with direct daily access and quarterly reporting to Board of Directors • Created and maintain SCAN’s Social Media platforms (Facebook and Twitter) and website Show less



The Institute for Civic Leadership

• United States
• Non-profit Organization Management
• 1 - 100 Employee

• Executive Director

  • Dec 2010 - Jun 2011

  - Organization honoring, encouraging, and facilitating the leadership skills and global community service efforts of international school students in partnership with The Dwight School • Garnered organization’s first foundation grants of $530,000 within 3 months • Managed creation of international youth leadership curriculum for 2011 ICL Summer Leadership Academy • Managed creation, design, and marketing of Academy’s application, website, and Social Media platforms, which received over 1000 international student applications from over 60 unique countries • Managed creation and implementation of applicant selection process, which processed over 1000 applications in 1 week Show less



Dekeyser & Friends Foundation

• Director of Programs

  • Mar 2010 - Dec 2010

  - International Foundation that inspires young adults through unique experiences to make their dreams a reality • Strategized, implemented and executed all programs, including 6-month re-housing Project in Cebu, Philippines • Designed and implemented educational, training, and cultural immersion curriculum for 18 international youth “Project Fellows” from 13 different countries • Assessed and supervised Cebu project's overall €3.0M budget, including direct supervision of 30+ staff members • Supervised complete construction of €2.3M Compostela Community Center Show less



New York Cares, Inc

• United States
• Individual and Family Services

• Lead Program Manager

  • Feb 2005 - Mar 2010

  - New York City’s largest volunteer management organization • Developed, implemented and managed youth education programs for New York City under-served school students by utilizing 750 New York Cares volunteers in FY09 providing 4500 volunteer-hours • Garnered first programmatic corporate sponsorship grant ($10,000) in 2008 through Goldman Sachs Foundation for SAT program, which led to $750,000 grant in 2010 • Created, expanded, and managed Kaplan Scholastic Aptitude Testing (SAT) preparation programs to provide 33 New York City high school programs with 350 free tutors for 850 students, which resulted in 23% increase of program test scores Show less



Columbia University in the City of New York

• Higher Education
• 1 - 100 Employee

• Alumni Relations and Athletics Major Gifts Development Officer

  • Mar 2002 - Jun 2004

  - University Athletics fundraising and alumni development • Created Athletic development position and strategy • Designed and developed Major Gift prospect portfolio ($250,000 to $2.5 million) of 300 Athletic alumni prospects • Created and supervised Athletic Annual Fund, contributing to 100 percent increase in athletic Alumni participation and an overall $2 million in additional donations • Created and supported 7 Alumni Boards (M/W Swimming, M/W Basketball, M/W Crew, and Baseball) • Directed all athletic fundraising efforts for Columbia University Show less



Octagon Marketing

• Advertising Services
• 1 - 100 Employee

• Corporate Branding and Consultancy Manager

  • Nov 1999 - Nov 2001

  - Global marketing and corporate consultancy agency • Solicited, negotiated, and procured over $4.0 million of new national event title sponsorships • Trained and managed 6 BMW corporate consultancy staff on the development, evaluation, and management of BMW brand marketing programs • Collaborated with 20 BMW Senior Marketing Managers and 110 BMW Centers to successfully produce 115 Ultimate Drive events in 21 states raising $535,000 for the Susan G. Komen Breast Cancer Foundation - Global marketing and corporate consultancy agency • Solicited, negotiated, and procured over $4.0 million of new national event title sponsorships • Trained and managed 6 BMW corporate consultancy staff on the development, evaluation, and management of BMW brand marketing programs • Collaborated with 20 BMW Senior Marketing Managers and 110 BMW Centers to successfully produce 115 Ultimate Drive events in 21 states raising $535,000 for the Susan G. Komen Breast Cancer Foundation



Morgan Keegan & Co., Inc

• Registered Investment Advisor

  • Apr 1996 - Jul 1999

  - Southeastern Regional Brokerage and Investment Firm • Solicited, actively managed, and advised 200+ clients with a total portfolio of over $3.3 million (estimated net worth of $500+ million) • Successfully attained Series 7, 63, 65, and Insurance Licenses - Southeastern Regional Brokerage and Investment Firm • Solicited, actively managed, and advised 200+ clients with a total portfolio of over $3.3 million (estimated net worth of $500+ million) • Successfully attained Series 7, 63, 65, and Insurance Licenses