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.