BRIEF

Co-founded Blue Wealth Financial LLC. in 2010. The company is an investment firm that focuses on private capital, institutional sales, research, corporate and marketing services. The firm also caters to sports investments that funnels through its subsidiary sports division sector.

PROCESS

 – Developed a strategic tiered coalition designed to assist in policy and securities management.

– Generated $1M in capital in first round funding to establish the Sports Division and created tiered plans for investors and capital allocation distribution.

– Implemented tactical workflow charts to assist in efficiency in order to improve and bridge effective communication

– Spearheaded partnerships with over 500 agencies nationally that resulted in $375M of contract revenue.

RESULT

Developed a healthy business to serve for public and private companies. Instituted strategic advisory and research teams to analyze company evaluation and attrition.