Silicon-Beach.ai

• Organized and facilitated networking events for tech innovators, entrepreneurs, and investors in the Silicon Beach community.
• Curated pitch sessions for AI, ML, and high-growth technology startups to connect with potential collaborators and investors.
• Established a supportive environment for sharing ideas, knowledge, and entrepreneurial journeys within the tech industry.

Founder

AdBlend

AdBlend is a forward-thinking digital marketing agency transforming how businesses connect with their audiences online. With a deep understanding of the ever-evolving digital landscape, AdBlend offers tailored marketing solutions that drive engagement, build brand loyalty, and deliver measurable results. By blending creativity, data-driven insights, and advanced technology, AdBlend crafts impactful campaigns that resonate with consumers across multiple digital channels.

Advisor

Kingfield Corporation

•	Business Strategy Development: Designed and executed comprehensive business strategies, operational plans, and company-wide procedures to drive growth and efficiency.
•	Operational Leadership: Oversaw daily operations across key functions, including Marketing, Sales, Client Services, and Finance, ensuring alignment with organizational goals.
•	Executive Relationship Management: Cultivated and managed high-level relationships with executives at leading financial firms to support strategic partnerships and business growth.
•	Client-Centric Strategy: Analyzed client needs and implemented strategies to exceed expectations, enhancing client satisfaction and fostering long-term loyalty across all levels of their organizations.

Chief Operating Officer - President

TIAA

•	Established Finance Team for Distribution & Marketing: Built a new Distribution & Marketing Finance team to provide strategic financial support for the Retail Financial Services division.
•	Led Regulatory Response: Directed the company’s response to a New York State Attorney General inquiry regarding advisor compensation, ensuring compliance and transparency.
•	Automated Advisor Compensation: Developed and implemented an automated system to manage compensation for approximately 1,000 advisors across 150 offices, improving accuracy and efficiency.
•	Structured Wealth Management Reporting: Created a foundational hierarchy for Wealth Management reporting, enabling more precise benchmark analysis and data-driven insights.
•	Developed Auditable Allocation Methodology: Designed a new, transparent allocation methodology across TIAA, ensuring compliance and enabling reliable financial reporting.

CFO Wealth Management

BNY Mellon

•	Client Implementation & Team Development: Led and trained the North American Client Implementation team for Asset Servicing – Alternative Investments, establishing standardized project plans, checklists, and a control-focused onboarding process.
•	Senior Management Reporting: Developed comprehensive reporting for senior management, tracking North American client launch activities and performance.
•	Process Optimization: Enhanced critical control functions, achieving a 100% success rate in client launches while tripling volume without increasing headcount.
•	Global Program Management Leadership: Built and managed a global Program Management Office team spanning Ireland, Poland, India, and multiple U.S. locations, overseeing Program/Project Management, Technology Support Services, and Business Analysis for Alternative Investment platforms.
•	Strategic Technology Initiatives: Directed the strategic roadmap for alternative investment services, resulting in the award-winning Global Risk Americas Innovative Product of the Year (2013) for Money Automation in Alternatives.

Asset Services - Alternatives Investments

Rockstarz, Inc.

•	Produced and globally distributed instructional music DVDs featuring iconic musicians teaching popular songs, enabling aspiring musicians to learn from the artists. The first release, Lessons from a Legend, features Simon Kirke of Bad Company and is distributed by Hal Leonard, available at Sam Ash, Guitar Center, Amazon.com, and various music stores worldwide.
•	Led promotional efforts for Lessons from a Legend, including Simon Kirke’s drum tour and appearances at major events like the Rock and Roll Fantasy Camp and Michael J. Fox Foundation benefits.
•	Co-produced television features with A&E and VH1 to promote Lessons from a Legend, including A&E Breakfast with the Arts and VH1 - Rock Lives, showcasing Simon Kirke’s expertise and instructional product.
•	Developed and pitched multiple TV pilots to networks such as ABC, NBC, A&E, MTV, and VH1, demonstrating creative versatility and engagement with major entertainment platforms. Wrote/ presented “The Accountant” sitcom with ABC at upfronts; lost in the final round to Selma Hayek’s “Ugly Betty.”
•	Managed all facets of Rockstarz, Inc., including scriptwriting, marketing, product design, sponsorships, and talent negotiations, ensuring a cohesive and successful business operation.

President

JPMorgan Chase & Co.

•	Global Operations & Platform Consolidation: Led a 70+ global, cross-functional team (technology, operations, client service) in standardizing operations, migrating 15 disparate platforms across 16 locations to a unified, strategic environment, increasing Straight-Through Processing (STP) by 12% in 2008 and 28% by 2010.
•	Offshoring & Cost Reduction: Spearheaded offshoring initiatives, transitioning 135 FTE to Mumbai and Manila, resulting in $20M in cost savings through enhanced operational efficiencies.
•	Revenue & Efficiency Growth in Global Custody: As Head of Segment Management, drove an 8% annual revenue increase and a 10% efficiency gain, implementing a single service model that reduced expenses by 40% and headcount by 75 FTE.
•	Strategic Product Development & Regulatory Engagement: As Head of Product Management for Collateral Management, collaborated with SEC, CFTC, Exchanges, and Clearing Corporations to gain regulatory approvals, growing RCCM deposits to ~$50 billion and generating over $200M annually while reducing expense ratios from 40% to 15%.
•	Market Innovation & Strategic Partnerships: Partnered with the Chicago Mercantile Exchange to develop the IEF5, the largest investment earning facility offering, and participated in high-stakes client engagements with Goldman, Citi, Mitsubishi, CME, and others.
•	Business Incubation & M&A Strategy: As a founding member of the LabMorgan incubation team (e-Trust Product Greenhouse), identified acquisition targets, co-founded the ADR Max cross-booking initiative generating $100M+ annually, and created Regulatory Cash Collateral Management.

Corporate & Investment Bank

Bank of New York Mellon

•	Mergers & Acquisitions Analysis: Conducted in-depth analysis to support strategic acquisition opportunities and business expansion.
•	Leadership in Product and Brand Development: Oversaw New Product Development, Marketing, and Branding teams to drive product innovation and market growth.
•	Product Innovation and Marketing: Created and launched Small Cap Custody® and BNY Portfolio Snapshot™, successfully positioning them in the market to meet client needs and enhance revenue potential.

Custody & Corporate Trust - Strategic Initiatives

American Express

Worked with the international CFO and global head of product management, analyzing new product development affinity cards such as Black, NY Knick / Rangers, and MS Card, along with expanding Membership Rewards programs and marketing plans.

•	Financial Analysis & Card Margin Analytics: Developed card margin analytics for the CCSG President, supporting insights for strategic decision-making.
•	Budget Control & Advertising Oversight: Administered advertising controls for the Consumer Card Services Group, managing a $1.3 billion budget.
•	New Card Development: Led financial planning for new card initiatives, including partnerships with Knicks/Rangers, MS, Diamond, and Membership Rewards.
•	International Performance Evaluation: Assessed International Cards, Travel, and Lending business performance, supporting regional and market CFOs with business margin analyses and unit profitability reviews.
•	Strategic Investment Management: Oversaw Strategic Quality Plan investments, creating and implementing a prioritization process to align with corporate objectives.

Finance and Marketing

Active International

International Director of Finance - International Business Development, expanded business model and opened offices in Paris, London, Mexico City, Toronto, Tokyo, Hong Kong, and Budapest.

•	Oversaw global financial operations for $200 million in media assets across 19 affiliates, including 11 domestic and 8 international offices.
•	Established new offices in Canada, the UK, Mexico, and France, expanding Active International’s footprint and supporting strategic global growth.
•	Engaged with taxation authorities in multiple countries to explain barter accounting and ensure regulatory compliance, building relationships and establishing best practices in each market.

International Director of Finance

A successful leader with experience executing change to support strategic corporate initiatives. Managed key internal business relationships. Problem solver with a proven track record of optimizing technology and process improvements to drive results and foster a culture of excellence. A detail-oriented individual who can effectively listen, analyze potential risks, identify needs/issues, and influence change. Outstanding communication and critical thinking skills combined with developing long-lasting relationships. A leader with global experience, a drive for continued personal and professional advancement, and a focus on developing and empowering others through coaching and mentorship

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