Work History

Work History
Jul 2008 - Present

Consultant, Distressed Asset Evaluation/Investment

Financial Services Industry

Partner and consult with former wealth management clients to evaluate opportunities to invest in distressed assets, including investment real estate, loan portfolios, residential mortgages, and small businesses. • Uncovered opportunities and recruited syndicate investors, and brokered syndicate contacts with sellers and professional advisors

Sep 2002 - 2008

Vice President

Utilized a solution-centered process based on holistic financial planning to advise high net-worth clients and closely-held businesses, delivering a wide range of solutions for building, maximizing and preserving financial success. Mentored and trained new relationship managers and administrative personnel. Led team of 10 professionals. • Increased client portfolio revenue over 300% in five years • Upgraded average client revenue by a factor of three • Established proper asset allocation and consulted on manager selection for over $100MM in assets • Developed and implemented strategies to integrate client investment, insurance, and charitable planning in a tax-efficient manner • Developed and implemented trust and estate planning strategies • Led/participated on multiple cross-functional teams to examine and improve: client acquisition and retention policies, information flow for new account opening, introduction of new loan/deposit products, and rapid dissemination of rate change information
Oct 2000 - Oct 2002

Financial Consultant

Formulated insurance, investment and employee benefit plans for individuals and small businesses. Leveraged internal and external partners to formulate and present best in class solutions. • Developed and implemented marketing plan to more than double sales revenue year over year • Awarded Pacesetter First 40, a national sales achievement award achieved by only 3% of first-year representatives • Nominated and selected to attend Fastrack Academy, a national sales school for top sales performers
May 1988 - Oct 2000

Operations Manager

J. W. Sieg and Company, Inc.
Managed all marketing, financial, logistics, technology, warehousing, and trucking operations for this very successful Anheuser-Busch distributor. Accountable for overall corporate P&L performance. Supervised over 25 employees. • Successfully analyzed sales performance to recommend product line extensions/eliminations to senior management, resulting in 15% increase in gross margin • Instituted management and review process for all vendors and insurance providers which led to a 10% decrease in variable expenses in the first year • Revamped stale advertising program which led to a dramatic increase in company visibility and a 10% increase in year over year sales • Created sales forecasting system which reduced forecast error by 30%, enabling agile inventory management and product quality during seasonal slowdown and inventory build periods





Sales management

Team Leader

Operations management

Consultative sales

Business development

Relationship management


Chairman, Board of Trustees, National Multiple Sclerosis Society, Blue Ridge Chapter

Leadership Charlottesville 1997

Commissioner, Governor’s Community Integration Advisory Commission for Virginians with Disabilities

Charlottesville-Albemarle Chamber of Commerce

Past President, Charlottesville Young Professionals

Sponsorship Team, Charlottesville Business Innovation Council Awards Dinner


Innovative, technically savvy business development professional with over 20 years experience demonstrating growth and success in both management and client-facing roles. Experience across a range of both consumer products and financial services industries. Utilizes skill in relationship management, market analysis, and strategic planning to increase revenue and drive profit growth. Conversant in Web 2.0 technologies. Excels in partnering with internal and external partners to find win/win solutions. Consistently exceeds goals and client expectations. Experienced public speaker and seminar leader. Energetic team leader and manager who truly enjoys mentoring and guiding junior team members.



Virginia Variable Life and Annuity

Virginia Insurance Commission

Virginia Life and Health

Virginia Insurance Commission

Series 6, 7, 63 and 65


Certified Financial PlannerTM

CFP Board