Identify and execute engagement strategies with accredited investors including wealth managers, family offices, endowments, institutional investors, UHNW and HNW individuals.

Translate complex technical and financial concepts into compelling and engaging communications for clients, prospects, and board/executive level discussion with strategic partners.

Provide guidance through monitoring internal and external business challenges and opportunities, in order to improve product offering and identify new product and partnership (white-label, consumer) opportunities.

Alluvium House is a private forum and sandbox bringing together policymakers, business leaders, and investors with subject matter experts (SMEs) and technologists to design use cases for AI/ML in finance and insurance. We have accelerated several projects including a voluntary carbon offset credit program, GDPR/CCPA data privacy suite, and liquidity analysis shock model platform.

Our largest project to date was the acceleration of a highly complex quantitative investment strategy, which eventually evolved into Boggess Asset Management.

In collaboration with C-suite, designed and executed GTM strategy, B2B distribution channels, and strategic RIA/Broker Dealer partnerships for innovative and disruptive 401(k) solution, Betterment for Business.

Advised brokers, carriers, private equity firms, REITs, and property portfolio managers on flood risk management strategies and solutions.

Developed a wholesale platform to provide consulting services and private market insurance solutions to national insurance brokers.

In conjunction with COO, worked to improve process flow by optimizing integrated CRM and project management system.

Supervised flood risk management programs for clients including Blackrock, Uhaul, and Simon Property Group.

Managed existing and developed new relationships with underwriters, carriers, and vendors.

Developed strategic business development partnerships with wealth advisors and private client groups at regional and national banks.

Secured over 7 million dollars in new premium business within first year.

Developed an autonomous vehicle captive program.

Supervised complex risk and insurance programs for clients including Woods Hole Oceanographic Institution and Vice Media.