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    • Home
    • Engagements
    • GEt to know JAM
    • Contact Us
    • Books
    • Blog

  • Home
  • Engagements
  • GEt to know JAM
  • Contact Us
  • Books
  • Blog

Representative Engagements

Chief Strategy Consultant, 2021, Aerospace Parts & Repairs Company

Business Manager Engagement, 2020, Shipbuilding Repair & Services Company

Business Manager Engagement, 2020, Shipbuilding Repair & Services Company

  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%.



Business Manager Engagement, 2020, Shipbuilding Repair & Services Company

Business Manager Engagement, 2020, Shipbuilding Repair & Services Company

Business Manager Engagement, 2020, Shipbuilding Repair & Services Company

  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%.

Founder & CEO, 1992-2012, Wealth Management Firm

Business Manager Engagement, 2020, Shipbuilding Repair & Services Company

Founder & CEO, 1992-2012, Wealth Management Firm

  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.

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