Financial and programmatic leader for an innovative MedTech/FinTech startup—the for-profit big data digital assets branch of the American Association for Accreditation of Ambulatory Surgery Facilities—pioneering the use of blockchain and predictive analytics for healthcare industry data. In partnership with CEO and COO, guide all strategic and tactical matters regarding M&A activity, FP&A, internal controls, risk mitigation, and global expansion. Oversee all fiscal reporting.

Created the entire accounting & finance department for start up company I co founded. I am responsible for all financial planning, record keeping, A/R, A/P, budgeting, forecasting, cash flow analysis. In addition to number crunching, I provide a strategic partnership with executive team to mitigate risk while increasing profits

Reporting to the President, led FP&A for a 501(c)(6) nonprofit with $8M in revenue—one of the largest accrediting organizations for healthcare outpatient facilities worldwide. Partnered with the CEO and COO on resource development, financing programs, and ad hoc projects. Drove financing initiatives for both AAAASF and their for-profit business ventures.

Co-founded and managed the Chicago business of a seafood market headquartered in Boston. Led strategic vision, operations, accounting, and finance. Developed sales forecasts, profit models, budgets; oversaw reconciliations, financial reporting, month- and year-end closes; and prepared financial statements. Ensured business and regulatory compliance with all local, state, and federal reporting and tax filing requirements. Hired and oversaw a staff of 24. Sold equity stake in April 2017.

Entrepreneurial operations and compliance leadership role for an SEC-registered hedge fund with $600M in assets under management. As a Series 65 licensed advisor, supported execution of credit default swaps (CDS) and commercial paper trades for long/short biased portfolios. Built financial models to generate asymmetric payouts. Ensured SEC compliance and provided audit support. Developed and monitored internal compliance manuals, policies, and procedures such as AML and personal trading.

Drove acquisition and growth strategy for the Investment Grade Credit Sales group as a Series 7 & 63 licensed broker. Sold structured financial products to institutional clients, including portfolio managers, hedge funds, pension funds, and insurance companies. Tracked, and capitalized on, emerging market trends. Examined buy/sell axes to identify trading opportunities and provided timely and accurate information to clients. Collaborated with trading to spot, price, and execute trades.

Tasked with developing acquisition and growth strategy. Identified and capitalized on emerging market trends and provided up-to-date information to clients.
• Ensured compliance with investment accountant policies
• Performed daily valuation process on fund accounting and portfolio systems.
• Tasked with reconciling portfolios to ensure accuracy at month end to on private client portfolios