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Work Background
333 Lux StaysBusiness Owner
Mar. 2024Travel Advisor with Archer Travel and owner of 333 Lux Stays. We focus on Formula 1 Circuit travel. We can book your overseas holidays, cruises, romantic getaway and business trips, but our real passion is getting you on the F1 Circuit.
333 Properties LLCCompany Owner
Nov. 2019Seattle, Washington, United StatesCapital Advisory
South Street Real Estate LLCDirector
Jan. 2016 - Jan. 2020NationwideWe are a direct lender with a solid history including $10 billion dollars of transactions including acquisitions, agency, invest sales, CMBS, and balance sheet financing. We Offer - Bridge, Permanent, and Construction financing for Income Properties (stabilized and non-stabilized). Programs include fixed and floating rate loans, short and long-term, non-recourse. Our Strategic Capital includes JV Equity, Preferred Equity and Mezzanine Debt.
JRM Capital GroupPrincipal
Jan. 2016 - Nov. 2019Seattle, Washington, United States
Four Seasons Hotels and ResortsGolf tournament sales manager
Aug. 2014 - Jan. 2016Dallas, Texas, United States · On-siteSold Jordan Spieth’s charitable, golf tournament, and many other high profile, corporate events
Alterra Mountain CompanyAssistant General Manager
Nov. 2009 - Mar. 2010Steamboat Springs, Colorado, United States · On-siteManage the largest food and beverage operation on the Mountain resort.
ADPRegional Channel Manager
Jan. 2008 - Jul. 2009Dallas txManaged seven state region of ADP Retirement Sales District managers and their Retirement Sales Financial Advisors from Merrill Lynch, Morgan Stanley, UBS and other wire houses
Merrill LynchFinancial Advisor
Feb. 2005 - Jan. 2008Evaluated the economic performance of companies and industries for individuals and business owners. Went through Merrill's Credit Corporation Commercial lending training in NYC. CMBS loan originations. Sold a $40 million dollar 401(k) plan by building relationship and reputation as a 401(k) Defined Contribution focused advisor. Worked with detailed financial records to create wealth management strategies.
CitiWealth Management
Jan. 2003 - Sep. 2004Utica, New York AreaI worked in a partnership managing a book of 300 private clients for Smith Barney. I managed portfolios both on the debt and equity side, and worked with insurance offerings, as well as separate managed accounts, and managed money portfolios.
Morgan StanleyWealth Management Advisor
Jan. 2001 - Jan. 2003Syracuse, New York AreaManaged a book of 300 clients. Worked with Estate Planning Attorneys on Retirement Planning seminars. Increased Return on Assets for a Senior by 40%. Won the National Sales Director Award, finished #2 in the Nation for Assets under management.
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