Telco Experts

Chief Financial Officer

VP of Finance (Head of Finance)

SOTO INK STUDIOS

Art and creative strategy organization that focuses on: Creative Direction, Art Consulting, and Business Innovation.

Partner - Chief Financial Officer

TendedBar

TendedBar is an industry-first innovative self-pour automated bar designed to significantly prevent loss and improve service to customers, all while providing a drink-ordering experience that's faster, cleaner and more controlled.

Director of Finance (Head of Finance)

Exploryst

A travel and hospitality data as a service platform.

Advisor - Finance

NRG Energy

Act as CFO for a portfolio of startups and ideation stage projects.

Portfolio Chief Financial Officer - Strategic Innovation Group

Cardone Ventures

Fractional CFO for 15 organizations with revenue ranging from $5MM to $50MM. Along with implementing ways to improve profitability and analyze markets for business opportunities.

Industries covered: Real Estate, Construction, Auto Services, Cybersecurity, Healthcare, Technology, Financial Services and Cloud.

Fractional Chief Financial Officer - Strategic Business Unit

National Holdings Corporation

Led the Syndicate and Capital Markets desk. Partnered with Investment Banking to manage deal operations and communication to Syndicate counterparts within other Financial Institutions.

Investment Banking - Deal Operations 

Vice President - Sales Operations

Oversaw the budget, forecasting and corporate finance for $250MM in revenue. Worked alongside the CFO and COO to managed the companywide financial and operation strategy.

Vice President - Financial Planning & Analysis

Consulted on FP&A and Accounting. Built out financial models and reporting packages. Trained and lead staff on excel, process improvement and reconciliations.

Independent Consultant

Bags

Start-Up/Tech accelerator and funding platform.

Co-created a mobile platform focused on improving financial literacy for the underserved.

Fellow, Watt Program Session One

DaVita Kidney Care

Regional Lead for over 50 healthcare facilities. Oversaw the financial and operational strategy, along with overseeing idea generation and innovation.

Operation Strategy & Innovation

Merrill Lynch

Sr. Financial Analyst -  Private Banking and Investment Group

Alternative Investment Sr. Operations Analyst

Proficient in managing financial aspects of both publicly traded companies and startups, with a focus on finance, operations, and strategic initiatives. Passionate about driving business growth through innovation. Accomplishments include co-founding two startups, serving as a Fractional CFO for multiple companies with revenues ranging from $5MM to $50MM, holding a VP of FPA position in a publicly traded company with revenues north of $250MM, and offering independent financial strategy consultancy.



We cannot solve our problems with the same thinking we used when we created them.
-Albert Einstein

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