Education:

Relevant Experience:

Rotterdam School of Management

Rotterdam, The Netherlands (1997)

(MBA) Business Administration

Strategic management, organizational development & change, international business, finance, marketing, management of technology and human resource management.

(MBI) Information Technology

Relational and object-oriented database management, object-oriented analysis and design and decision support systems.

University California Santa Cruz

Santa Cruz, California (1994)

(BA) Bachelor of Arts, Politics

Licenses:

Series 7, 

General Securities

    NASD CRD # 3138106

Series 66,

Uniform Investment Advisor

    NASD CRD # 3138106

BUYandHOLD Securities Corporation (2000)

New Program Creation, Development, & Implementation:

Created, developed and staffed a homegrown ‘Affiliate Program.’  Created and developed a new account functionality called ‘ViewOnly Access.’  Created and developed a homegrown Subscription model slated for launch in Q1 2001

Content Management & Site Redesign:

Creation of three of the four Edu-Content Channels on the BUYandHOLD Site: ‘Educate Yourself;’ ‘Set Your Goals;’ and ‘Investment Clubs.’  Re-organization of the BUYandHOLD site to create the two E-commerce platforms: the ‘Marketplace’ channel and ‘Resource Center’ Channel.

Direct Stock Market, (1999)

Promotional Division -- Redesign:

Re-designed the promotional divisions operational plan. This re-design increased the total volume of events by over 300%, while cutting costs by more than 40%. The timing and execution of this dramatic increase in marketing exposure was critical, for it supported DSM’s push through our Schedule C financing round.

Pangaea Chai Brewers, (1995-1996)

Partner, Vice President of Business Development & Sales

Designed & executed the company’s successful marketing initiative.  The crux of this plan was to foster long term repeat business from referral generating agents.  I personally closed over 75% of the primary sales accounts within the first year of operation.