Retained as an expert witness in cause of action in federal court.
Self-funded venture from concept to development of an MVP.
Reduced overall litigation expenditures in excess of seven-figures per year, and as a percentage of revenue from 5% to 0.7% over five years.
Negotiated six-figure business insurance premiums, reducing premiums by 40%.
Spearheaded new letter project, which provided significantly improved controls over collection letter creation, and adherence to laws and regulations.
Executed strategy within Client Services, generating savings of six-figures per annum.
Monetized firm through a sale to a Wealth Advisor from Wells Fargo Advisors.
Led business development strategy which contributed to over a 300% increase in assets under management.
Achieved 90% client retention after acquisition of a book of business.
Implemented successful exit strategy for owners and investors within 9 months, ahead of one year deadline
Promoted to Branch Manager of one of the many offices around the world, overseeing 150 brokers.
Attained top producer status in 1997-2000. First broker at the firm to produce over $1M/yr., and first to transact $1M trade.
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