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Work Background
Valufinder Group, Inc.Project Director
Jul. 2022New York, United StatesValufinder Group is a boutique M&A Investment Banking firm specializing in acquisition search.
Our clients are proactive buyers of businesses, generally Private Equity Firms seeking new platform acquisitions or one of their existing portfolio companies interested in growing through acquisitions.
Our “DealStar” Acquisition Search Program is a flexible, fast, and low-cost choice for proactive buyers who want to take their targeted deal flow to a much higher level of success.
Endura New Mexico/West TexasChairman
Jan. 2014International with a geographic marketing focus in New Mexico & TexasEndura New Mexico/West Texas is a distributor and investor of the Endura Block System. Endura is a patented construction system utilized in all types of construction. http://endurablock.com/
Fortius Consulting, LLCFinancial Consultant
Dec. 2010Western USFortius Consulting is a capital provider for small and mid sized companies. The firm also assists business owners develop an exit strategy, and facilitates the sale when appropriate. We assist business owners prepare for retirement. We provide capital and financial services for small and mid-sized businesses and business owners including: Personal Loans, Business, Real Estate, Venture Capital, Startup Capital, Bridge Capital, Mezzanine Capital, Acquisition Funding, Equipment Leasing, and Factoring.
The Dimensions Business BrokersBusiness Broker
Apr. 2004 - Jan. 2007-Develop relationships with potential sellers. - Assist sellers with valuation of
business. -Interview and qualify potential buyers. -Work with legal and accounting
professionals. - See that Business transition is handled correctly. - Responsible for marketing,
sales, and all confidentiality issues related to selling qualified businesses.
Prosper, IncFinancial Advisor / Coach
Mar. 2004 - Jul. 2008-Evaluate financial condition of personal and business finances. -Structure, organize,
and implement customized financial plans. -Create workable budget plans for families and
business. -Assist clients with developing and implementing customized investment and
allocation models. -Instruct and Teach individuals to properly and effectively invest and
trade in the Equity/ Option/Futures markets. -Provide One-on-One mentoring-Utilize
customized teaching techniques for each client.
Fortius Companies, Inc.Investment Representative
Oct. 1999 - Jun. 2002United States-Designed and Implemented investment strategies. -Asset Management for Corporate and
Individual Clients. -Assisted clients to formulate financial objectives depending on their
individual needs. -Set up Client Investment Reviews to discuss summary of portfolio
performance and goal revision. -Responsible for prospecting new clients and networking
Fidelity InvestmentsInvestment Representative
Jun. 1996 - Oct. 1999-Sales of High Net Worth products, including annuities, estate planning, and tax
services. *Top High Net Worth Product sale Producer. -1999-Placed stock, bond, mutual
fund, and options transactions for clients. -Original member of the Asset Retention Sales
Team--A business pilot program *MVP Award for Asset Retention Sales Team. - 1999-Presented
Fidelity's products and solicited business from existing and potential customers.
*Consistently ranked in the top 20% of Asset Production for1998 and 1999 *Top Fixed
Central Bank and TrustTrust Operations Manager
Aug. 1993 - Jun. 1996-Responsible for all Trust Department Transactions. -Allocated dividends (from stock,
bonds, mutual funds, annuities, ect.) and other asset distributions to appropriate
customer accounts. -Answered customer concerns and questions regarding their investments. -
Trained team members in trust operations guidelines and customer service.
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