Representative Engagements

  Led merger of four defense subsidiaries under

parent holding company to include legal,

 infrastructure, policies and systems in order to maximize 

shareholder value and expansion. Drove

 organic growth through new customers, vendors, and

a developed suite of services. 

Year-over-Year Revenue Growth +82%, Net Income +106%.

  For minority/woman owned small business, implemented

 business and management infrastructure to include CRM, 

websites, social media, management reporting, and HR documentation. 

Year-over-Year Sales + 67%.

  Built practice into nationally recognized comprehensive wealth management firm. Startups and acquisitions,

  asset management, investment banking, insurance, lending, and real estate. Grew to billion dollars of

assets, 100 associates, and 3,000 personal and

commercial clients in 48 states and 5 countries. 

+36% Avg. Ann. Growth Rate over 20 Years.