
Co-Founder at Coworking St. Pete
Tampa/St. Petersburg, Florida Area

Co-Founder at Coworking St. Pete
Tampa/St. Petersburg, Florida Area
Series 7 Licensed Investment Officer
Broad investment experience, with a specialty in fiduciary trust asset management.
Currently overseeing managed mutual fund portfolios in excess of $180 million market value, including a donor-advised charitable endowment fund in excess of $100 million
Specialized in complex corporate action interpretation and performance reporting troubleshooting
Trust investments, Corporate action processing, rate of return analysis, fiduciary management
(Internet industry)
April 2009 — Present (4 months)
In an effort to bring together an already flourishing creative and independent community, Coworking St. Pete will allow a place for like minds to meet, collaborate and…well…work. If you’re able to work anywhere then Coworking St. Pete is the place for you. Our doors will be open for freelancers, creatives, independents, artists, writers, developers and anyone else interested in becoming part of the synergy that can happen from working with talented people in the same space.
(Online Media industry)
March 2008 — Present (1 year 5 months)
This online blog community helps young professionals define and pursue career and personal goals.
Work towards increasing overall community membership and participation, and contribute with site developers and other Brazen community leaders with a focus on end user experience.
(Information Technology and Services industry)
January 2008 — Present (1 year 7 months)
Personal technology consultant to personal and small business clients.
* Home network & server configurations
* PC repair
* Hardware & software installations
* Website design
* Individual user training
(Public Company; 5001-10,000 employees; RJF; Financial Services industry)
May 2006 — Present (3 years 3 months)
Manage assets held in trust in excess of 1.3 billion dollars. Work with financial advisors to develop comprehensive asset management plans for clients.
(Public Company; 5001-10,000 employees; RJF; Financial Services industry)
June 1999 — May 2002 (3 years)
Interpreted, updated, and processed cost basis data, AIMR & GIPS compliant performance rates of return, and corporate action analysis for client statement and 1099 Schedule D reporting
(Privately Held; 1001-5000 employees; Hospitality industry)
June 1997 — October 2001 (4 years 5 months)
Performed all duties available in restaraunt.
Information Systems Management , 2008 — 2011 (expected)
1999 — 2007
Family, sports, cigars, computers