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Work Background
Gideon Strategic PartnersPartner, Wealth Management and Head of Corporate Strategy
Aug. 2020 - Aug. 2024Raleigh, North Carolina, United StatesGideon Strategic Partners is an independent financial services firm specializing in tax-efficient investments, risk management, retirement & estate planning. Since 2012, Gideon Strategic Partners has been helping design and deliver successful, customized programs for high-net worth individuals and corporations. Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Gideon Strategic Partners is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
PMDG LLCFounder and President
Jun. 2019Raleigh, NC
Reid & Company, LLCPresident
Jan. 2008Raleigh-Durham, North Carolina and New York, NYI provide C-level operations and strategy expertise with a focus on new initiatives, startups and SMEs. Most recent internal roles include Head of Operations for a blockchain startup (18 months), Director of Development for a CDFI (4 years) raising nearly $30 million. Completed projects include Strategy Development, Process Improvement, Project Management, meeting facilitation, and Best Practices studies for several organizations including municipalities. Certified FINRA Arbitrator.
Cherokee Investment PartnersDirector - Corporate Development
Jan. 1999 - Jan. 2008Raleigh, North Carolina, United StatesCherokee Investment Partners is a leader in brownfield real estate private equity. I performed analyses and made decisions on real estate deals in excess of $25 million, particularly those related to transit oriented development. I was also responsible for researching, developing and leading new business and technical initiatives which entailed complete management of start-up operations, negotiating legal agreements and implementing business and financial plans.
Piedmont Investment Advisors, Inc. (formerly NCM Capital)Senior Equity Analyst
Jan. 1995 - Jan. 1997Durham, North Carolina, United StatesNCM Capital was a highly regarded buy-side invesment firm. I Performed fundamental analyses on companies which included analyzing their markets, management and competition
Recommended equities to purchase for or sell from various institutional portfolios. Efforts contributed to a 10+% outperformance of the market Monitored performance of stocks and industries in the technology, utilities, financial and transportation sectors
Actively participated in the research and development of new business ventures including the start-up of a mutual fund product and an acquisitions division
Goldman SachsRisk Management Project Manager
Jan. 1993 - Jan. 1995New York, New York, United StatesGoldman Sachs is a top-tier international investment bank. I Provided internal clients with risk management consulting services that included process reviews, operational effectiveness, and firmwide contingency planning.
McKinsey & CompanyManagement Consulting Associate
Jan. 1991 - Jan. 1993Pittsburgh, Pennsylvania, United StatesMcKinsey & Company is a top-tier international management consulting firm. I served a wide variety of clients providing advice on operations, sales, and market strategies. I also developed custom programs that facilitated revenue diversification and income optimization.
US Air Force ReserveCaptain
Jan. 1987 - Jan. 2003United StatesLed several engineering units including airplane avionics and airfield construction.
VerizonEngineering Associate
Jan. 1987 - Jan. 1989Stamford, Connecticut, United StatesGTE, which later became Verizon, was a global multi-business unit manufacturing, technology and communications company. I served in a number of engineering positions to assist business units with new ventures and programs. These positions included worldwide corporate strategic planning, new product development and market analysis.
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