Trust-based reality architect and 5x award-winning Managing Partner in the UHNW industry. Specializing in building long-term client relationships and wealth creation with an emphasis on crisis resolution and diplomacy.
Overview
31
31
years of professional experience
Work History
Managing Partner
Remote CFOs/Remote Management
01.2017 - Current
Sole guardian of personal/business ecosystems for 15+ UHNW creatives (Pulitzer-winning authors, A-list screenwriters, celebrity psychologists, investment and biotech CEOs), managing $200M+ assets under POA authority.
Decoded complex 7-figure health/publishing/script contracts into actionable insights for clients, resolving 100+ high-stakes emergencies (e.g., replaced €250K luxury car engine in France within 8hrs post-misfuelling).
Rewrote policies for luxury brands to accommodate unique client demands; secured $500K+ savings via CAA/entertainment attorney negotiations.
Achieved 100% client retention and 5 consecutive "Employee of the Year" awards through radical trust-building and empathy-driven discretion.
Founder & CEO
Oceantec Systems LLC (DBA: Deltec USA)
01.2004 - 01.2017
Launched North America’s premier luxury aquarium equipment distributor ($1.2M Year 1 revenue) via exclusive partnership with Germany’s Deltec GmbH (self-funded via $150K home equity loan).
Authored industry-standard “protected territory” retailer contracts still used 10+ years later; optimized $5M+ international purchases through forex hedging (12% margin protection).
Dominated Reef Central (world’s largest forum for reef-keeping enthusiasts) and trade shows (MACNA), driving 40% YoY growth across 200+ luxury retailers.
Global Wildlife Photographer/Expedition Leader
Freelance
01.1995 - 01.2004
Documented great white sharks for NatGeo/European filmmakers; led solo expeditions across Sub-Saharan Africa, Central America, and South Pacific.
Relevant Skills Survival risk assessment, tribal negotiation, rapid adaptation in high-stress environments, multi-cultural exposure throughout Europe, Africa, SE Asia, and Central America.
Operations Manager at SWA VITAL CARE - RPM (Remote Patient Monitoring), CCM (Chronic Care Management)Operations Manager at SWA VITAL CARE - RPM (Remote Patient Monitoring), CCM (Chronic Care Management)