Sales & business development leader with 25+ years originating and closing in specialty finance and capital markets.
For more than 25 years I have built companies, deployed capital, and scaled revenue across private credit, specialty finance, capital markets, and financial services.
My career has combined investing, executive leadership, capital raising, and business development. I founded and led multiple investment and specialty finance companies, served as Managing Director of an investment banking capital markets group, raised institutional capital from family offices and high net worth investors, and closed transactions across North America, Europe, Australia, and Hong Kong.
Today I drive business development at a specialty finance firm, where I built the ISO and referral partner channel from zero to ten active partners producing roughly fifty qualified applications a month, working with owners on working capital, lines of credit, asset based lending, and AR factoring.
What I do best is originate from nothing. At my current firm I built the referral and partner channel from zero to ten active partners producing roughly fifty qualified applications a month. Roughly sixty percent of the business is repeat and renewal, which is the only number in this business that cannot be manufactured.
My approach is straightforward: build trust, solve real problems, execute with discipline, and create durable value for clients, partners, and shareholders.
Drives origination for a specialty finance firm offering working capital advances ($10K–$5M), business lines of credit, asset-based loans, AR factoring, and bridge lending. Built and manages an ISO and referral partner network of 10 active partners producing 50 qualified applications per month, and owns the full sales cycle from outbound prospecting through underwriting coordination to funded deal. Client relationships average five years, with 60% repeat and renewal business.
Led sales and business development for a financial technology platform: user acquisition, partnership development with brokers and institutional partners, and growth of the community marketplace.
Co-founded a specialty finance firm investing in merchant cash advance opportunities for small business growth. Raises capital through direct investor outreach and manages ongoing investor relationships and reporting, with involvement in board-level decisions, strategic direction, and portfolio oversight.
Leads a consulting practice delivering operational efficiency and cost-reduction strategies to middle-market clients. Builds strategic partnerships, joint ventures, and acquisition opportunities for client revenue growth, and oversees back-office optimization and best-practice implementation.
Managed personal capital across equities and derivatives, applying the same risk framework used in institutional credit work: define the downside first, size to survive it, and exit decisions early rather than late.
Co-founded a boutique private investment firm focused on small- and micro-cap public growth companies; structured PIPE investments and debt/equity solutions across Canada, Europe, Australia, and Hong Kong.
Founded a proprietary investment firm providing growth capital to small- and micro-cap companies, leading every deal from first contact through close.
Led the capital markets and investment banking division serving middle-market clients, hedge funds, and private equity: capital raises, M&A advisory, reverse mergers, and alternative public offerings.
VP of Business Development at Lotus Capital Management (2011–2012); founder roles at Falcon Financial Partners (2006–2011) and Tangiers Capital (2007–2010); institutional software sales at Global Risk Corporation (2002–2004); equity and commodity research analyst at Marlin Capital Corp (2001–2002).
Working capital for small and mid-sized businesses: advances from $10K to $5M, business lines of credit, asset-based loans, AR factoring, and bridge loans. Fast, flexible, and structured around your cash flow. I work directly with owners to find the right fit.
Apply for fundingFunding subject to approval. Businesses may qualify in as fast as 24 hours on approved files.
A caffeine-free ketone drink I use through long working days. Kenetik is powered by bioidentical D-BHB ketones, the same molecule your body produces when fasting, and it supports clarity, focus, and cognitive endurance through a long session without relying on caffeine.
It comes as ready-to-drink cans, 2 oz shots, and a concentrate, in flavors like Blackberry Lemonade, Strawberry Peach, Pineapple Passion Fruit, and Watermelon Lime. Zero caffeine, zero sugar, 60 calories, nothing artificial, and Informed Sport certified.
If your work demands hours of sustained attention, whether that's a sales floor, a long build, or a training block, it's worth trying.
Try KenetikA career that looks scattered on paper has one through line. Here it is.
September 2026 PracticeThe transactions I declined shaped the business more than the ones I closed.
September 2026 Business developmentTen partners, fifty qualified applications a month, and the part nobody tells you about channel building.
September 2026More writing