Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
- BC
Work Experience
Head of Strategy
2024
Flux is the next-generation computational network, decentralized Web 3.0. It provides the critical, high-availability infrastructure for the New Internet. Influx Technologies Limited is the operating company that brings customers and Flux together to maximize value. Some of the key products include FluxCloud, FluxDrive, FluxCore and FluxEdge. As Head of Strategy ,I am focused on directing and creating the best compilation of customer focus offerings that attract and empower decentralized customers, shareholders, capital providers and the next generation of the Internet.
2021
Co-founder and Chief Executive Officer
2021
ZelCore Technologies is a digital asset platform. Focused on the "last mile" of blockchain, providing an interaction layer for the the platform to be a "Gateway to the Blockchain", offering wallet and custody solutions for over 250 of the top cryptos, native access to top exchanges and quick-swaps, and an entire ecosystem of decentralized applications
2019
Limited Partner
2019
Venture Capital fund focused on investing in pre-seed FinTech, AI & Cybersecurity startups. Active partner, collaborating with General Partners, Portfolio Companies and their leadership to execute on business plans and maximize value. Connect strategic partners, investors, and institutional clients with portfolio companies and future prospects. Leveraging operational expertise, leadership skills and outcome driven experience to provide unique value to emerging companies.
2019 - 2024
Mentor to Early Stage Tech Companies
2019 - 2024
Mentoring to early-stage businesses and entrepreneurs. Currently working with an Enterprise Forum tech startup focused on a disruptive approach to talent acquisition and temporary staffing. Assisting in development of business plans, commercialization approach, financials and external funding.
2020 - 2020
Interim Chief Operating Officer
2020 - 2020
Bambu Global is a technology and science enterprise that develops commercialized disruptive technologies across a broad range of industries and markets. Currently, we are highly focused on Health Care and deploying our stimulus triggered color change technology against COVID-19, the biggest threat to the economic and human prosperity of the planet. Our detection solution will dramatically reduce the spread of the COVID-19 virus. Broad responsibilities include, technology, operations, product development/management, marketing, supply chain, manufacturing and external partnerships.
2018 - 2019
Executive Vice President
2018 - 2019
Led the global asset (Derivatives and Loan Services) and investment management servicing teams for the world’s largest middle office outsourcing provider with over $15T in assets under administration. Managed a global team of over 3000. Tasked with delivering the right solutions, the right focus, and innovative insights around the globe to help clients take their institutional business to the next level.
2017 - 2018
Council Member- GLG (Gerson Lehrman Group)
2017 - 2018
Providing advice and counsel to GLG clients on: - Competitive product offerings and challenges for scaling mainstream ultra-high net worth investors - Impact of DOL Fiduciary repeal and/or replacement on wealth management firms - Passive vs active funds: market reactions and who’s benefitting from the shift - Wealth Management strategic and revenue growth planning
2002 - 2016
President, US Markets-East
2010 - 2016
Responsible for all investment management, wealth planning, and private banking services for individuals, families, endowments, and foundations in the Eastern half of the United States (approximately 60% of the company’s business) • Doubled both revenues and profits in five years – the highest margin and growth rate in all of Wealth Management. • Turned around business that generated only $15 million in sales at a 10% margin. Result was a much stronger $40 million business with a healthy 36% margin. • Improved customer satisfaction ratings to 95% - the highest ever recorded at BNY Mellon. • Led several strategic initiatives over these years to improve local and global operating performance. • Implemented significant strengthening of the senior leadership team via intensive leadership, coaching, performance management, and recruiting/development.
Chief Operating Officer
2005 - 2010
Responsible for operations, tax, technology, account services, revenue accounting, and real estate for the company’s wealth management services. Directed all client-related services and sales for charitable giving, national custody and wealth management businesses. Led 400 people. Reported to CEO. • Led the integration of the two separate wealth management businesses when Bank of New York and Mellon merged in 2007. Successfully resolved the difficult integration of redundant technology systems, two very different cultures, and two different pricing structures. • Launched growth initiatives in the Charitable Giving space and in Bank Custody that led to revenue growth and margin expansion • Successfully led and negotiated the working framework for internal pricing between intra-company subsidiaries as well as with external third parties. • Completed several large expense reduction initiatives that resulted in a 20% reduction in the overall run rate of operating expenses.
Chief Information Officer
2002 - 2005
• Launched first external public and private access websites for Wealth Management. • Implemented first Customer Relationship Management system at Wealth Management • Negotiated several landmark contracts with key service providers that reduced operating expenses and capital investments significantly and are in place today, almost 12 years later. • Swung IT investment pendulum from 80% maintenance and only 20% new development to 50/50 in just three years. • Deployed several sales channel development technologies for Dreyfus. • Managed divestment of Mellon Retail Banking to Citizen’s Bank in 2002/2003- a complete restaging of resources and a relaunch of Private Banking for Wealth Management from scratch.
2001 - 2002
President and Chief Operating Officer
2001 - 2002
Recruited by founder to launch this start-up company that delivered full-blown performance reporting and statement platform for wealth management customers. Net Asset’s developed technology became the underlying framework for BNY Mellon’s brokerage platform. • Hired 30 people in 6 months and built out private label product for implementation at large financial organizations from blank sheet of paper. • Negotiated several large relationships with potential customers and external providers (data aggregation, financial benchmarks/data, telecom) • Prepared and executed company sale transaction when funding environment dried up (late 2001). Company was sold to Credit Suisse/Pershing in 2002.
1995 - 2001
Senior Vice President-Technology
1995 - 2001
Promoted three times in five years. Youngest managing director candidate at company. Eventually second in command to CIO directly leading almost 1000 staff members. Led all IT development efforts. • Launched first external website and call center implementation for this industry leading retirement provider and staged company for robust growth of its mutual fund business from $65 billion to $200 billion. • Implemented an upgraded transfer agency platform and a new trading accounting platform for fixed income and equity. • Implemented first email system at T Rowe Price.