Work History

Work History
Jun 2010 - Present

Chief Executive Officer

The Madison Energy Group

Progressive green energy company offering various forms of sustainable technology to the commercial markets on a nationwide scale.Developed entire organization from concept to fully operational and diversified sustainable technology company with offices in Raleigh, NC and Orlando, FL.Delivered solutions to various levels of clients including several Fortune 500 companies.

·Established company by developing an innovative green energy product; targeting an $8 billion dollar market in the hospitality industry

·Developed Corporate Image, Branding, Marketing, Strategic Partnerships, Recruitment, Compensation Structure, and overall Growth

·Grew company from a single product offering to six separate divisions with various products and multiple lines of revenue (EnerG², Madison Power, Madison Lighting, Green Chamber America, Madison Solar and Madison Energy Finance)

·Developed nationwide Reseller Channel consisting of both sub-contracted companies and individual consultants to facilitate sales

·Closed deals with major corporate buyers: McDonalds, Chick-fil-a, Sonic, Disney, University of Wisconsin

Feb 2008 - Jul 2010

Wealth Advisor

Madison Diversified

Diversified group of companies focusing on Investment Management, Venture Capital, Cost Consulting, Commercial Finance, and Green Energy. Conceived idea, conducted competitive analysis, created brand, pitch, business model & plan.Assembled management team and hired top talent that rapidly developed an operational synergy.Oversaw all marketing, business development, technology, operations and directly managed P/L & budget.

·Successfully raised $12.4M in working capital from private investors by spearheading all fund-raising activities. Pitched to 30+ Capital firms and 100+ individual investors.

·Primary role in developing new relationships with strategic partners.Negotiated and entered into key partnerships with various capital firms, consulting firms, and built a reseller network along the east coast.

·Company quickly recognized as an industry leader after rapidly capturing market share with several major corporate buyers.

·Facilitated the closing of multiple commercial finance deals totaling $484 million, venture capital transactions totaling $302 million, Green product sales of $220k, and total funds under management of $27 million.

Feb 2007 - Feb 2008

Wealth Advisor

Merrill Lynch

Member of elite investment management team comprised of industry veterans dedicated to providing comprehensive investment management solutions to domestic and international clients.Responsibilities included: complex financial analysis, utilization of presentation skills to target and acquire new accounts, key account management, and client relationship development.Interfaced directly with top-level executives, acquired high-dollar portfolios and coordinated training program for new advisors.

·Ranked #2 Advisor in the region for acquisition of new assets and ranked in the top 100 advisors in the country having consistently acquired new assets under management of $82 million and generated over $1 million in net new revenue.

·Penetrated corporate 401k market; established relationships with new corporate clientele and established genuine rapport with over forty corporations in multiple industries.

·Utilized consulting, networking, and relationship building skills with organization executives to develop not only new accounts but strategic partnerships as well.

·Generated the fourth highest volume of new accounts region-wide and was one of only three Advisors in the state selected to participate in the “Fast Track Leadership Course,” the company’s development program for future management.

Mar 2005 - Feb 2007

Financial Advisor

Morgan Stanley

Individual Financial Advisor role. Worked directly with small to medium sized business owners in terms of their investment portfolios and retirement accounts.Responsibilities included:financial analysis, aggressive marketing, presentation skills, account management, and relationship development.

·Acquired all financial licenses necessary to become a true advisor with the ability to execute comprehensive investment strategies

·Received a top 10% evaluation among 27 peers within the entire complex of new advisors.

·Succeeded though a rigorous and challenging training environment, which resulted in being recruited to one of the senior advisor teams

·Was 1 of only 4 advisors out of a total of 32 to graduate the overall advisor training program which required a specified number of new accounts and assets under management to be acquired by a specified deadline.




Richard Stockton College of NJ