Assist with establishment of foundation

1) Assist Owner with Strategic Planning re growing the company
2) Explore and research alternative avenues for long-term funding of growth
3) Prepare financial modeling

1) Responsible for financial, tax and regulatory filings
2) Responsible for financial modeling
3) Assist with preparation and presentation of presentations to potential investors
4) Assist the 4 Founders in general corporate planning

1) Responsible for financial reporting, payroll, tax and regulatory filings
2) Responsible for financial modeling
3) Assist Founder with the preparation and the presentation of all company presentations
4) Assist Founder with setting the direction of the company

1)Business Valuation-examples: Investment Bank, NY; Hurricane Shutter Mfg.; Specialty Mfg; Gift Tax Related, TX, GA, AL, Bio-medical start-up, GA; various start-up/venture capital projects
2)Litigation Support-examples: Divorce/Allocation of Marital Assets , Personal Injury, Wrongful Death, General Litigation
3)General Consulting-examples: International Banking/Insurance, Various Start-ups
4)Provides assistance to investment banking firms- financial modeling & analytics,

Investment Banking and Advisory- Current projects:
-$150 MM raise, Real Estate Fund
-$30 - 100 MM, raise, VC Fund
-$15 MM raise for REIT Start-up
-$5 MM Wealth Management start-up
-$500 K raise drone sales start-up

1)Chaired/Financed International Business Conferences for AM&AA, UK and Germany
2) Consulting re European Companies coming to US
Closed as it was essentially the same as Snider Consultancy

1)Responsible for world-wide financial reporting for Life Insurance Segment
2) Assisted company in growth from 5 to 17 international locations (Asia, Europe,Middle East,Africa)
3)Established US GAAP reporting for foreign operations
4)Established International G/L initiative, including establishment of life insurance specific G/L
5)Assisted in the purchase of a large US life insurance company (due diligence, financial modeling, GAAP issues)
6) Led Financial Due Diligence re several purchases

1)Led Int'l Expansion Team:
a)Performed & presented research (EU, MX JP)
b)Built extensive financial models
c)Est'd Pan European Life Operations
2)Built PFS Acctg Department and company's internal control system
3)Principal role in ALWC/MLICO merger; Purchase of ALW & Assoc; several company reorganizations in US and Canada
4)Built basis of Commission and Policy Admin Departments
5)Built Reinsurance Department
6)Led G/L Conversion
7)Assisted with Corp Litigation
8)Board Member- various