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| Professional Experience Specifics -
(continued) |
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President (December 1999 to September
2001)
OptionWealth, Inc.
1395 Piccard Drive, Suite 240
Rockville, MD 20850 |
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| OptionWealth was founded in December of 1999 as a web-based
provider of decision support services to help employee stock option
owners maximize their personal net worth and to help Professional
Financial Advisors more effectively manage their clients accounts.
OptionWealth is an applications service provider (ASP) of subscription
access to Web based tools for large financial institutions with corporate
executive services, brokerage houses and financial planning organizations
who have accounts with middle and large companies. I have served as
the founding President of OptionWealth, working with a CEO who is
an experienced stock broker to guide the organization through its
product development phase. I have personally recruited key network
engineering and software development staff, managed all of the marketing,
public relations and negotiated all legal contracts for the company.
I am an experienced writer of business plans as well as all marketing
materials and press releases. My commitment to OptionWealth was to
carry the organization through the product development phase and bring
the business end of the operation into a viable operating level. I
achieved my personal goals at OptionWealth but the financial markets
were in recession by August of 2001 and financing for the organization
to continue operations was reaching an end. |
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