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Work Background
QuattroIQPrincipal
Jan. 2025
Flex & Reflect PodcastPodcast Host
Nov. 2023The Flex & Reflex Podcast discusses all things fitness and wellness related with a focus on the people and businesses that make it all happen. A theme of Impacts & Adapatations is woven through each episode to demonstrate the influential power of the people and events in everyone's life.
LedgexChief Executive Officer
Nov. 2022 - Jan. 2025Waltham, Massachusetts, United States
LedgexChief Strategy Officer (CSO)
Jan. 2022 - Nov. 2022Waltham, Massachusetts, United States
LedgexDirector of Business Development and Product Strategy
May. 2019 - Jan. 2022Waltham, MassachusettsLedgex is the first FinTech platform specifically designed to help fix the data quality challenges all multi-asset allocators face.
We enable investment offices to more confidently and successfully manage complex portfolios, with game-changing improvements in your data accuracy, transparency, and timeliness.
Oakbrook SolutionsSenior Business Analyst
Apr. 2018 - May. 2019
Sky Fitness 24 7Business Owner
Dec. 2015Myrtle Beach, South Carolina Area
Xofficio LLCInvestment Operations
Feb. 2015 - Jan. 2016Charlottesville, Virginia
Strovis CFOCFO Consultant
Sep. 2014 - Feb. 2015Myrtle Beach, SC
Strovis PayrollPresident
Sep. 2014 - Jan. 2015Georgetown, SC
TKS Solutions, LLCFounder/SVP Business Development
Jul. 2005 - Dec. 2013Mount Kisco, NYHelped to build the business from the ground up. Grew client base from a single firm to 80+ firms utilizing the flagship, Penny - It Works application for their back-office accounting processing and reporting.
Client base includes hedge funds, family offices/wealth managers, hedge fund administrators, and private equity firms. Assisted with the conversion of client data from legacy systems to Penny accounting platform.
In-house subject matter expert on industry trends and regulatory landscape.
SS&C TechnologiesDirector of Professional services
Jan. 1998 - Aug. 2005Managed Professional Services teams for the AdvisorWare and HedgeWare applications including system implementations and client services/help desk support.
Responsible for pre-sales efforts on the AdvisorWare platform as well as all reporting to Senior management of firm.
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