Exceptional Client Relationship, Sales, and Contract Negotiation experience. Extensive knowledge of MS Excel and Tableau for analytics and product sales, Salesforce SharePoint, One Note, and MS Office.
Overview
37
37
years of professional experience
1
1
Certification
Work History
Senior Economic Development Analyst
FloridaCommerce
, USA
04.2021 - Current
Coordinate with project managers regarding economic development incentives available from the State of Florida.
Investigation and due diligence on potential firms and individuals applying for corporate tax incentives and grants with the State of Florida.
Use of a variety of resources to investigate and determine viability of businesses to execute proposed business expansions.
Also review of individuals involved in potential projects to ensure the good character of the participants.
In this capacity I use Thomson Reuters databases, Dun and Bradstreet databases, and detailed online searches for information on the client.
Review of applications by clients for tax incentives and government grants and other economic development programs.
This includes detailed review of the financial reporting of potential incentive awardees.
Writing detailed briefs and recommendations for upper management on the applicant and the incentive request for State incentives to the business.
Management of Salesforce records for applicants and approved tax incentives and grants.
State of Florida
Senior Vice President, Investor Liaison
BNY Mellon
, USA
08.2007 - 04.2021
Cross Border Securities, American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs), etc.
Increased globalization and investor appetite for diversification offer a unique opportunity to issuers looking to tap a new investor base, expand awareness, or raise capital using DRs.
Issuers can have their shares traded over-the-counter or listed on US stock exchanges in the form of American Depositary Receipts or on European exchanges in the form of Global Depositary Receipts.
The Depositary Receipt product is a negotiable security providing investors, brokers and issuers with a more convenient way to invest in the securities of a foreign issuer.
Primary point of contact for institutional investors regarding SMA/UMA Strategies, Mutual Funds, ETFs.
Clients are leading global asset management firms; e.g. BlackRock, INVESCO, The Capital Group/American Funds, Dimensional Fund Advisors, etc.
Not only am I always there and available for my clients, I immerse myself with industry contacts who I can rely on to solve any of my clients problems.
I do not stop where it is my firms responsibility, I stay with them until they find the correct answer, whether it be positive or negative.
Problem solving skills for unique problems is a defining aspect of my work.
Questions regarding detailed merger/acquisition corporate actions, dividends, foreign withholding tax, and cross-border transactions were a daily occurrence.
Not only having an in-depth knowledge of this material, but more importantly, who to coordinate at third parties and with the client team in order to address how to solve a specific problem, drawing in expertise in order to address questions and deliver on transactions involving multinational and international securities.
Responsible for increasing sales and utilization of ADRs by asset managers and the financial industry at large.
Maintain an extensive network of asset manager clients and contacts ensuring best in class client service by BNY Mellon to asset managers using depositary receipts for international equity investment.
Responsible for the creation and expansion of new and existing investment products & strategies for ADRs.
Worked in tandem with SMA/UMA strategy fund managers to revamp current portfolio selection for existing mutual fund and ETF products into viable global and international ADR & US equity SMA/UMA portfolios.
Presentation of investor revenue forecasts and interpretation of investor sentiment and implications to business P&L on a monthly basis to Senior Leadership of BNY Mellon.
Depositary Receipts Division
Principal Network Technologist (JG-28)
New York State Office of Court Administration
, USA
01.2002 - 01.2005
Directly in charge of wide area fiber optic network for OCA.
Backbone leasing contracts and OSP/ISP construction along with the installation of metropolitan node connections at each courthouse/government agency building within the CourtNet, a state-of-the-art network, which connects over 250 court buildings statewide.
Conduit leases, duct and manhole installations, and dark fiber leases were integrated into this project for both the five boroughs of New York City and long-haul links to major urban centers within the State of New York.
Installations within New York City boroughs were Aerial construction and lashing, Rod & Rope operations involving preexisting duct banks and manhole systems.
Manhole and vault splices, conduit restoration via street cuts, trenching, excavation/backfill/paving are examples of the underground OSP which were common to operations in New York City.
CourtNet Project: Direct oversight of all NYS OCA fiber optic installations and operations.
Which included direct installation of NYS owned optical fiber networks within a metro ring configuration linking court facilities (courthouses, city and state agencies).
The Empire City Subway System (ECS), Verizon, Con Edison, and Time Warner underground duct systems were utilized and leased to complete this builds as well as the aerial network of Time Warner in the boroughs of Manhattan, Queens, Brooklyn, Bronx, and Staten Island.
Additional metro rings were built for this project for court facilities throughout the state, primarily focusing on court owned plant in major New York cities of Albany, Buffalo, Rochester, and Syracuse.
For areas outside of this network; long term fiber leases were engaged to link these court facilities to CourtNet.
Court Security Upgrade Project: This project involved the design and installation of security systems and cameras migrating over from CCTV to digital surveillance systems.
Digital PTZ and fixed view cameras were installed both internally within ingress and egress points and externally to the encompass not only specific views of doors and corrections transfer points but also overhead coverage of the surrounding area via PTZ cameras on the roof corners and mid spans to provide security coverage and taping of activities in the general area.
Division of Technology
General Manager, Utilities and Fiber Optic OSP
Mastec / Wilde Construction Inc.
, USA
01.1996 - 01.2002
Management of OSP and ISP construction for telecommunications infrastructure clients in the private and public sector.
Construction manager of 40 individuals consisting of 4 construction units of 10 men (approx.) in each unit.
Operations in Fiber Optic OSP construction - Long haul and metro area ring architecture, Co-location site builds, Cellular Communication site installation, Free Space Optic solutions for metro areas.
Starting as a summer laborer during college and working my way up to the position of foreman and then general manager.
Operational experience in the following; long haul fiber optic network installations in the Midwest, Florida, New York, & New Jersey, including vibratory plow, trenching, directional boring, and heavy equipment (backhoe, track hoe, dozer) installation of fiber optic cable, coaxial cable, copper trunk cable for rural and metro areas.
Manhole, hand hole, vault installations for splices and fiber optic repeater stations.
Underground and aerial telecommunications cabling installation, Fiber Optic installation, splicing, termination, Coaxial cable installation and termination, Cat 5e - Cat 8 installation, termination and testing, Copper twisted pair telecommunications trunk cables and drop cable installation.
Pedestal and repeater installations.
Underground installation of natural gas mains and residential connections in Florida (Boca Raton/Coral Springs/Fort Myer/Orlando).
Contracted for directional boring installation in these locations.
F-16 Falcon Crew chief
North Dakota State Air National Guard
Fargo, USA
01.1992 - 01.1998
119th Fighter Wing, Fargo ND F-16 Falcon Crew chief (Flight Operations and Maintenance); Drug Interdiction Missions - Coronet Nighthawk deployments to Panama and Puerto Rico.
M1A1 Main Battle Tank Commander - Sergeant
United States Army
, USA
01.1989 - 01.1992
C Co., 1/64 Armor Battalion, 24th Infantry Division, Ft. Stewart GA, Desert Shield / Desert Storm Combat Veteran, Company Armorer, Combat Medic Cert.
Education
Masters in Business Administration (MBA) -
Georgetown University
Washington, D.C.
01.2007
Graduate Certificate - International Relations
New York University
New York City, NY
01.2004
Bachelor of Science - Business Administration
North Dakota State University
Fargo, ND
01.1996
Skills
Economic development
Data analysis
Financial reporting
Incentive program management
Application review
Client relationship management
Certification
PADI – Rescue Diver Rating
U.S. Army Small Arms Armorer certification
Class A Commercial Driver’s License
Motorcycle endorsement
Phone
mobile, 448-200-8294
Military Service
United States Army, 01/01/89, 12/31/92, M1A1 Main Battle Tank Commander - Sergeant; C Co., 1/64 Armor Battalion, 24th Infantry Division, Ft. Stewart GA, Desert Shield / Desert Storm Combat Veteran
North Dakota State Air National Guard, 01/01/92, 12/31/98, F-16 Falcon Crew chief (Flight Operations and Maintenance); Drug Interdiction Missions - Coronet Nighthawk deployments to Panama and Puerto Rico.
Community/Economic Development Planner at Central Midlands Council of GovernmentsCommunity/Economic Development Planner at Central Midlands Council of Governments
Assistant Town Manager|Director of Economic Development at Town of LondonderryAssistant Town Manager|Director of Economic Development at Town of Londonderry