Work Experience
Summary
Sales and Marketing expert with a strong record of accomplishments in creating new business opportunities and leading sales and marketing strategies. I am a leader and team member who thrives on new challenges with excellent communication skills.
April 2004 - Present
Founder
Easdale Partners
Consult and capital raise for start-ups. Recent companies include: MakeMeaning, Spongecell, Iwin, AdVest, 13th St. Entertainment Group, Three Eagles Communications, Zephyr Telcom, IPEC, and Connotate.
April 2014 - Present
Business Development
LiftForward
LiftForward is an online financial platform for communities and affinity groups which enables them to connect their small business members with various forms of debt capital. LiftForward provides the platform, underwriting and servicing of the loans.
March 2012 - September 2013
Business Development
Quantum National Holdings
Initiated and negotiated business development opportunities, including water purification projects, merchant services, factoring, and facility services.
January 2011 - December 2011
Consultant
Chavat Shem Organic Farm
Advised on workflow efficiencies, product positioning, pricing and yield maximization.
January 2010 - December 2010
Institutional Sales Trader
Phoenix Partners Group
Managed trading and research relationships for institutional investors, hedge funds and proprietary trading desks in cash equities and options.
August 2006 - January 2010
Institutional Equity Sales
Buckman Buckman & Reid
Managed trading and research relationships for institutional investors and hedge funds for cash equities and options.
May 2004 - March 2006
Principal
Lattanzio Chen Partners
Launched a Long/Short US Hedge Fund with the former partners of Steinhardt Partners.
April 2000 - March 2004
SVP Private Client Group
Wachovia Securities
Developed and Managed diversified investment portfolios for high net worth individuals and small institutions.
New York, New York, US
