Henderson, Nevada, United States
My background spans finance, real estate, business operations, and organizational leadership. I manage capital allocation and investment strategy through a single-family office, with a focus on directional trading, hedging, strategic planning, and long-term financial growth. I am particularly interested in real estate joint ventures, business development, and opportunities where practical strategy, sound execution, and long-term thinking can create meaningful value. I also value opportunities to support nonprofit organizations through improved structure, planning, operational efficiency, and long-term sustainability. Open to connecting with professionals in real estate, finance, business development, and nonprofit leadership. I welcome thoughtful introductions and aligned opportunities; however, I am not currently seeking general real estate representation or unsolicited service outreach.
We fly all over the US providing consulting & training to companies within the ROW.
Elected to lead financial operations for an organization experiencing 30%+ membership growth and forecasted year-over-year fiscal growth of 23%, supported by donations, contracted services, and rental income. Responsible for financial strategy, fiscal policy, budgeting, forecasting, investment oversight, contract review, and board-level reporting. Key contributions included: ► Led cost optimization initiatives by identifying expense-reduction opportunities and implementing improved financial procedures. ► Developed fiscal forecasts and operating budgets to support accurate financial planning and resource allocation. ► Oversaw organizational expenditures to ensure alignment with approved budgets and strategic priorities. ► Presented financial updates and recommendations at weekly and monthly board meetings to support fiscal policy and major organizational decisions. ► Managed investment planning with a forecasted 23% year-end return and achieved 24.3% within a four-month period. ► Reviewed real estate agreements, employment agreements, vendor contracts, and service agreements to support compliance, mitigate risk, and confirm favorable terms for the organization.
Responsibilities: • oversee monetary expenditures • attend board meetings regarding fiscal policy & major entity decisions
Supported investment and operational functions within an Single-family office, with responsibilities across real estate investments, accounting operations, securities trading, portfolio analysis, and investment reporting. Contributed to strategic financial planning, portfolio optimization, compliance documentation, and audit-ready recordkeeping. Developed correlation-based models, analyzed market trends and economic indicators, conducted risk assessments for trade execution, and prepared investment reports covering performance, risk analysis, valuation, and market forecasts for stakeholders and senior leadership.
Managed regional traffic control operations for regulated infrastructure projects, including work zone planning, field execution, subcontractor coordination, employee training, and compliance with WSDOT, state, and federal transportation guidelines. Supported cost-effective operational decisions, including recommending equipment investment in a Wirtgen milling machine, truck, lowboy, and employee training program as an alternative to approximately $2MM in annual subcontractor costs.
Oversaw traffic control planning and field operations for complex transportation projects, including jobsite setup, traffic revision plans, subcontractor support, employee training, and regulatory compliance. Coordinated crews and field execution to improve project efficiency, safety, and consistency across state and federally regulated work zones.
Managed traffic control operations and field personnel on state and federally regulated infrastructure projects, supporting jobsite planning, regulatory compliance, crew coordination, and employee training. Built a strong foundation in operational execution, team leadership, safety management, and process discipline that has continued to inform my approach to business operations and financial decision-making.