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Network Power<100 people
Roles
🔥75%
Startup Founder
✨50%
Business Owner
💸25%
Marketing
Geos
Work Background
STUDIOi, LLCFounder
Jul. 2024United States, PhoenixSTUDIOi is a boutique consulting firm dedicated to coaching small businesses in areas that matter to them, ultimately empowering them to fulfill on their purpose. STUIDOi was founded as an extension of my life’s work in the investment world where I trained and developed independent financial advisors to grow their businesses. Now, I assist clients in many business types by creating an environment of accountability through coaching.
Matson MoneyCoach
Jul. 2018 - Jul. 2024United States, ScottsdaleAs a dedicated Coach I cause breakthrough business results with independent Registered Investment Advisors. Fulfill, coordinate, and project manage various initiatives under the direct supervision of the
CEO. Oversee approximately 2 Billion of our book of roughly 9 Billion, standing as a consultant and relationship manager. Strategic partner driving revenue growth though business coaching and team management for over 100 advisors. Inspire (re)discovery of the American Dream by cultivating freedom, fulfillment, and love in families.
PIMCOAssociate, Compliance
Dec. 2014 - Feb. 2016Newport Beach, CAConducted surveillance audits of guideline adherence to Investment Management Agreements (IMA) in reference to portfolio compliance for complex fixed income separate accounts and ‘40 Act Funds.
Wellington ManagementAVP, Fixed Income Portfolio Analyst
Aug. 2006 - Dec. 2012Boston, MACoordinated daily trading by liaising with portfolio managers and traders; presented portfolio construction process to clients and prospects; and, actively monitored portfolio construction risks.
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