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Steering Committee Member - 2013 - Present

Director of Social Marketing - Private Foundation - 2013 - Present

Small Business Consultant and Marketing Lead - SCORE (a subsidiary of SBA) - 2013 - Present

Membership Committee - Private Association - 2008 - 2013

Board Officer - YMCA Camp Tockwogh - 2006-2012

Work experience


Financial Advisor

Morgan Stanley
Jun 2014Present

Managing Principal

Antares Capital


CEL Services

CEL Services is an elite services firm focused on providing superior service to executive level clients in the financial and operating business sectors


Engagement Manager

A.U.S. Inc

A.U.S. Inc is a multinational consulting firm providing a varied scope of services to fortune 500 companies and government agencies.  The Firm was recapitalized in 2005 to support a aggressive multi-year period of acquisition focused growth to survive during a period of industry consolidation. Providing due-diligence and technical services associated with client firm acquisitions and balance sheet rectifying programs A.U.S Inc. has expanded into additional foreign markets to replace declining domestic demand. 

  • Managed multiple engagements acting as client point of contact and identifying/ tasking in-house resources.
  • Developed and led teams to pursue strategic projects for key client engagements.
  • Worked closely with client decision makers and senior management to develop strategic approaches to corporate initiatives.
  • Mentored and  coached developing associates.
  • Maintained relationships and expanded scope of services to several strategic clients resulting in stronger bonds with client firms
  • Developed in-house educational seminar series to assess junior associates presentation and client relations abilities.

Technical Analyst/ Engagement Lead


AGM provides focused solutions to Fortune 1000 companies and smaller privately held firms. 

Recruited to work with several clients on rapidly developing engagements:

One, a regional client struggling with a developing high visibility facilities issue. Through an intensive initial engagement period, worked with client personnel and developed in-house team to support the client in managing the crisis throughout the year culminating with SEC and shareholder notification of the material impact to the bottom line.  The high level of client focus provided during the crisis phase of the engagement resulted in an ongoing and expanding scope of services sole sourced.

Two, a large national corporation that had already been through several rounds of strategic divestitures, reorganizations and strategic re-branding.  Brought in as a technical resource two years before the sale of parent company to a large brand aggregating corporation, worked aggressively with internal and external resources and stakeholders to reduce and control corporate liabilities in preparation for the sale of the parent firm. 

Three, an evolving book of smaller projects and engagements requiring periodic high focus interspersed with periods of relative inactivity.  Developed a team of analysts and senior technical experts to support various projects as needs arose.


Assistant Project Manager

U.S. Department of Defense

In house consulting group supporting defense facility and data analysis/ management operations.

Brought in to assist struggling group assembled from a number of defense contractors in managing a portfolio of facility projects.  Mentored junior and senior personnel in modern techniques and technology to accomplish organizational goals.

  • Developed electronic regulatory reporting program saving significant cost on a quarterly basis..
  • Developed excel tools/ models to process project data and support rapid analysis
  • Outsourced non-critical and repetitive tasks to improve operational efficiency.



Boutique data analysis  and consulting firm providing differentiated services to a portfolio of publicly traded corporate clients. 

  • Developed new analytical approaches and presentations for clients struggling with potential litigation related to operating assets.
  • Developed and managed outsourced IT support program.
  • Evaluated asset quality and potential liabilities associated with strategic divestitures.
  • Sourced additional external and internal personnel as needed to accomplish goals.


Hargis + Associates

Regional consulting firm providing due-diligence and litigation support activities for a select set of clients.


Jan 2014Present

Maximillian Ludwid University of Munich

Competitive Strategy

Jan 2011Jan 2013

EMBA Management

Villanova School of Business


San Diego State University


University of Vermont


Professional Geologist

Pennsylvania, Delaware, Texas

Project Managment


Series 65


Series 63


Series 7