DwellFi 

DwellFi is redefining asset management with state-of-the-art AI, blockchain, and tokenization technologies. Our
SOC-2, Type 1 SaaS platform caters to a diverse client base, including PE/RE/VC Funds, Hedge Funds, Fund
Administrators, and LPs, adapting to the dynamic needs of the market.

DwellFi's solutions are at the forefront of tackling key industry challenges, offering scalable and secure
technologies in a SOC-compliant environment. Here are some specific use cases illustrating the impact of
DwellFi's AI and tokenization technologies:

FOR FUND ADMINISTRATORS:
Scaling the Cumbersome Investor Onboarding Workload: Leveraging AI and blockchain to take volumes of
unstructured data (e.g., PDFs, faxes, manual documents) and convert these into a digital investor workflow
at scale.

Streamlining of Internal Fund Administration Processes: Utilizing AI to automate cash reconciliation,
capital calls, distributions, waterfall calculations, and payments.

Creating a Custom and Secure Knowledge Base: AI-driven tools provide actionable insights from
fragmented data sources to make real-time business decisions.

FOR PRIVATE FUNDS:
On-chain Liquidity/Lending: Previously opaque, costly, and manual underwriting processes are now
executed at the click of a button, allowing investors to sell or borrow against their LP interest.

Dynamic Fund Tokenization Approach: Ability to tokenize fund assets, as well as the underlying
NAV/transaction, and GP/LP data allows for automation and scalability of fund operations and ease of
investor onboarding.

AI Agents for GPs/LPs: Empower investor relations via an AI Agent that delivers real-time access to fund
insights and LP capital activity.

Chief Revenue Officer (CRO) and Executive Vice President

Alt Funds Network

Help fund managers, service providers, and consultants connect and share valuable insights and trends via the Alt Funds Network Podcast

-Provide global advisory and consultation services

-Fund launch services from traditional and digital asset funds

-Assist fund managers with vender/ service provider due diligence and selection

- Build digital marketing campaigns for increased brand exposure and lead generation

Co-Founder

Trident Trust

Director of Business Development, focused on leveraging my extensive experience in the financial services industry to drive growth and expand the company's global footprint. Trident Trust is a leading provider of fund administration services, including fund formation and structuring, accounting, investor services, regulatory compliance, and corporate secretarial services.

I am responsible for identifying new business opportunities and forging strategic partnerships, with a focus on delivering exceptional service to our clients. I work closely with Trident's leadership team to analyze market trends, identify target segments, and formulate tailored solutions that cater to the unique needs of our clients across various investment strategies, including digital asset funds, hedge funds, private equity, real estate, and venture capital funds.

Collaborating with cross-functional teams, I ensure seamless transitions and integration of new business relationships, while maintaining compliance with international regulatory requirements. As a strong communicator and skilled negotiator, I am dedicated to cultivating long-lasting relationships with clients, partners, and key stakeholders.

I am excited to contribute my expertise to Trident Fund Services' mission of delivering world-class fund administration services and look forward to making a significant impact on the company's continued success. Schedule a call with me to discuss potential opportunities, share insights, or to explore ways to collaborate.

Director of Business Development

Stonegate Global Fund Services

Stonegate Global is a technology-focused and innovative leader in fund administration, global advisory and fund structuring for crypto funds, hedge funds, venture capital funds, real estate funds and private equity funds. Stonegate Global specializes in servicing DeFi crypto funds involved in staking, yield farming, lending platforms and liquidity mining.

Stonegate Global is recognized as one of the global leaders in cryptocurrency, having serviced crypto funds since 2013 including some of the largest and most well-recognized funds in the crypto space, including spot crypto strategies, HFT, options, futures, perpetual swaps, DeFi, staking, yield farming, lending, NFT, Metaverse and Web3.0 strategies. Stonegate Global has served over 500 clients worldwide, delivering its innovative solutions to sophisticated institutional investment funds and portfolio managers. Stonegate’s clients include global family offices, institutional investment funds, pension funds, multi-manager funds and other alternative investment funds. With a proprietary technology platform tailored to serve the most complex digital asset fund needs, Stonegate Global is one of the top  crypto fund administration firms globally.

Global Managing Director - Global Head of Digital Assets Group

Formidium

Drive organizational volume and revenue growth with global institutional and high net worth clients. Own the strategic direction and go-to-market strategy, including the ideal customer segment, roadmap, value proposition, and messaging. Actively work with trading firms, market makers, financial intermediaries, payment providers, retail brokers, distribution, custody partners, legal firms, prime brokers, and audit firms. Expertly balance customer needs with business priorities and articulates the rationale behind decisions. Frequently attend events as a panelist on alternative investments, fund structures, cryptocurrency, and fund services discussions. 

Key Highlights:
•	$5M pipeline built by generating 100+ new leads for the latest sales division by qualifying and prioritizing leads efficiently and intelligently.
•	Recognized as the premier fund administrator in the crypto space by orchestrating the increase in brand awareness and expansion, utilizing a network of 200+ industry partners.
•	2021 record sales attained by increasing pipeline using an extensive list of contacts and working with marketing to put together a crypto fund launch series.

Competencies: Alternative Payments (Digital Wallets, BNPL, Fast Payments, Cryptocurrency) | Business Development | New Territory Development | Consultative Sales | Go-to-Market Strategy | Relationship Management | Research & Analysis | B2B Investment Sales | Crypto Experience | Securities Trading | Analytical, Management, and Organization Skills | Salesforce | Customer Success | Entrepreneurial & Start-Up Mindset

Senior Vice President- Business Development

Ultimus Fund Solutions

Researched, identified, and educated new business and partnership opportunities to grow the organization’s presence in a broader market. Originated and closed new client opportunities, focused on high net worth individuals and institutional segments. Developed programs to build and grow relationships with business and technical leaders in crypto utilizing a vibrant and robust network in the crypto community.

Key Highlights:
•	$3.5B lift in assets unlocked by creating, optimizing, and maintaining sales, support, and CRM processes, helping the business scale. 
•	$10M pipeline built by understanding the challenges institutional clients have in investing in this asset class; delivered a white-glove experience to every client.

Competencies: Alternative Payments (Digital Wallets, BNPL, Fast Payments, Cryptocurrency) | Business Development | New Territory Development | Consultative Sales | Go-to-Market Strategy | Relationship Management | Research & Analysis | B2B Investment Sales | Crypto Experience | Securities Trading | Analytical, Management, and Organization Skills | Salesforce | Customer Success | Entrepreneurial & Start-Up Mindset

Senior Vice President- Business Development Director

Started a new division focused on hedge fund, private equity, and managed account products for high net-worth individuals, institutional investors, pension plans, and endowments. Implemented and refined strategy, drove integrations and listings, established commercial, promotional, and strategic partnerships, and built relationships with a community of developers and entrepreneurs. Promoted to SVP Business Development.

Key Highlights:
•	$7.6M in new channel revenue earned by identifying sales opportunities, engaging clients, and upselling existing clients; implemented strategy for cryptocurrency partnerships.
•	62% close rate won by collaborating across marketing, product, customer success, compliance, and technology teams to improve the customer experience continuously.

Competencies: Alternative Payments (Digital Wallets, BNPL, Fast Payments, Cryptocurrency) | Business Development | New Territory Development | Consultative Sales | Go-to-Market Strategy | Relationship Management | Research & Analysis | B2B Investment Sales | Crypto Experience | Securities Trading | Analytical, Management, and Organization Skills | Salesforce | Customer Success | Entrepreneurial & Start-Up Mindset

Vice President - Business Development

Focused on mutual fund and hedge fund sales to registered investment advisors for the Southeast region. Led the partnership program with key players, covering the complete process of partner identification, business case development and socialization, partnership negotiation, contract signing and execution, go-to-market launch, and continued partnership value growth. Employed excellent product and commercial instincts to inform product and program roadmaps. Promoted to VP of Business Development.

Key Highlight:
•	120% expansion in partner referrals achieved by assessing the activities of competitors to satisfy and retain clients proactively.

Competencies: Alternative Payments (Digital Wallets, BNPL, Fast Payments, Cryptocurrency) | Business Development | New Territory Development | Consultative Sales | Go-to-Market Strategy | Relationship Management | Research & Analysis | B2B Investment Sales | Crypto Experience | Securities Trading | Analytical, Management, and Organization Skills | Salesforce | Customer Success | Entrepreneurial & Start-Up Mindset

Assistant Vice President - Business Development

Qualified and quoted prospects while supporting three external wholesalers, generating leads, and growing the sales pipeline. Customized traditional financial services products for client and market needs. Researched market and competitor trends, drafted and closed client and partnership agreements, and proposed new institutional offerings. Promoted to AVP Business Development.

Key Highlight:
•	$13.4M sales revenue reached by building cases around market opportunities and partnerships, including strategy development, market segmentation, competitive analysis, and financial analysis; exceeded team goal by 144%.

Competencies: Alternative Payments (Digital Wallets, BNPL, Fast Payments, Cryptocurrency) | Business Development | New Territory Development | Consultative Sales | Go-to-Market Strategy | Relationship Management | Research & Analysis | B2B Investment Sales | Crypto Experience | Securities Trading | Analytical, Management, and Organization Skills | Salesforce | Customer Success | Entrepreneurial & Start-Up Mindset

Inside Sales

First National Bank of Omaha

I provided operational oversight of third-party vendor, Upromise Inc., meeting all short-term project goals. In this role, I also facilitated and oversaw conversion from UBT to First National.

Operations Manager, College Savings Plans 

Gemini Fund Services

I provided operational support to brokers and clients with all facets of mutual funds and hedge fund products. I facilitated all transfers of assets requests from other financial institutions to mutual funds at the Gemini Transfer Agency daily, processed financial transactions, and addressed legal requirements pertaining to liquidation or re-registration of client accounts.

Key Accomplishments:

►Trained employees on FileNet storage system and cross-trained in Fund Accounting Department to analyze and calculate daily fund pricing and performance. 
►Provided detailed mutual fund performance history and fee quotes to brokers and clients as established in each mutual fund and hedge fund prospectus.

Account Service Mutual Funds Operations Specialist

Pioneer Investments

I assisted shareowners and brokers with mutual fund account documentation and resolved problems with legal documentation and financial transactions. 

Key Accomplishments:

►Educated brokers and shareowners by providing detailed information for over 60 mutual funds and financial products conveying complex product knowledge in a simple-to-understand manner.
►Played key role in testing and converting to new multi-million dollar DST system.
►Received National Quality Review rating of “Superior” five times for outstanding client service in 2004.

Retirement Plans/ Client Services Associate

TD Ameritrade

Served as a New Accounts Specialist resolving problems for over one hundred customers daily

Addressed questions and assisted customers with legal documentation and the process of opening new brokerage accounts.

Resolved problems with transferring of accounts and required paperwork to change brokerage accounts.

Educated customers on different financial products available such as stocks, options, and mutual funds.

New Accounts Sales Operations Specialist

Business Development Manager | Alt Funds Network Podcast Co-Host | Fund Launch Services | Vendor Due Diligence | Digital Marketing | Expertise in Crypto & Blockchain | Trusted by 200+ Industry Partners.

🚀 Excited to join DwellFi as as Chief Revenue Officer and Executive Vice President! 🌟 At DwellFi, we're pioneering the future of asset management with cutting-edge AI, blockchain, and tokenization technologies. Our mission is to enhance operational efficiency, security, and compliance across the asset management industry for fund administrators and fund managers.

🏆 Recently nominated for 'Best Generative A.I. Solution' and 'Best Disruptive Solution' at the 2024 FTF Technology Innovation Awards, DwellFi is recognized for its revolutionary approach to scaling investor onboarding, automating fund operations, and increasing asset liquidity and transparency.

💡 As CRO/EVP, I am thrilled to contribute to a team that is setting new standards in fund administration by leveraging innovative technology to tackle the industry's most complex challenges. Join us on this exciting journey as we redefine what's possible in asset management. #Innovation #Fintech #AssetManagement #Blockchain #AI

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