About · Career through-line
Professional background
My career has moved across industries and functions, but the transitions have been cumulative. I began in sales and logistics. At Zacks, I moved from client development into trading and operations, then compliance. At BDT, I worked in compliance within a merchant bank spanning private capital and investment banking. At ACA, I continued working in investment-management compliance.
Those roles later informed how I built Apollo: sales helped me enter the market, operations shaped the company's systems, and compliance experience helped me operate in an export-regulated category. After selling Apollo, I began developing Altira around screening and review workflows I had encountered both professionally and as an operator.
Roles and functions
Career progression
- 01
Sales and client development
Echo Global Logistics · Zacks Investment Management
- 02
Trading and operations
Zacks Investment Management
- 03
Compliance and advisory
Zacks Investment Management · BDT · ACA
- 04
Company building and regulated manufacturing
Apollo Gear Co.
- 05
Software product development
Altira
Working across functions
Range is useful when it leads to ownership.
I am a generalist by disposition, but range is useful only when it leads to ownership. I do my best work in environments where an important problem remains unresolved and responsibility extends across functions.
At Apollo, I was responsible for the complete operating system of the company: customer development, supplier relationships, inventory, manufacturing, compliance, service, and the eventual sale. At Altira, my work spans product direction, workflow design, interface and data-model decisions, technical implementation, and commercial preparation.
The settings differ, but the pattern is consistent. I learn the domain, locate the constraint that matters, and take responsibility for turning an ambiguous problem into a working system.
Open to the right conversation
Contact
If you would like to discuss a role, project, or potential collaboration, you can reach me by email or LinkedIn.
[email protected]LinkedIn