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ABOUT
ME

The Numbers Bridge For Entrepreneurs 

I can remember growing up always having a love for math and numbers.  I also felt knowing numbers and the way the dollar moves would provide unique opportunities for impact and adding value.  As a result, that took me to NYC starting my career as a Wall Street investment banker.  That time really set my foundation in finance and for what came after because of the technical and non-technical skills I attained.  I had always dreamed about being a business man for a large corporation but there was really more impact and legacy for me to build as a business man for entrepreneurs + small business owners.

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Although, I was adding incredible value in Corporate America, I knew there was more fulfillment available for me to reach my full potential and purpose via business coaching/consulting/fractional CFO work for entrepreneurs, SMB's , non-profits and start-ups! My unique background/experiences have been a training ground for me to hone my innate skills and gain the foundational knowledge/expertise of how a successful business is ran no matter the size.  Using data + finance as my language I'm able to connect all the pieces of the business puzzle (Finance, Ops, Marketing, Sales, Leadership) and develop a compelling roadmap that will help companies reach their desired destination


There is a quote that means so much to me and helps me keep the fuel to my drive alive every day, "If you're going to live....leave a legacy.  Make a mark on this world that can't be erased."  I continue to strive for a standard of excellence that was instilled in me by my mother through my work with all sizes of small businesses and organizations.  My aspiration is that my services + community will enable me to impact entrepreneurs' perspectives and edify their self-esteem, mindset, ambition, resolve to succeed leading to their own definition of legacy along with extending their "-".

I love being a servant leader for the underserved (black and brown communities) through teaching financial literary covering various facets such as budgeting and managing credit.  

To all my future clients looking for a trusted partner to help develop and execute your financial and strategic objectives, I'm here to help.  Let's work together to turn your vision into a defined, mapped out reality!   

Experience

  • Former Wall Street investment banker at JPMorgan

  • Led Corporate FP&A at startups and various Fortune 100 companies (Nike, Disney, Squire)

  • Well versed at developing operating plans and key metrics/dashboards

  • Broad industry experience (Financial services, CPG, Retail, Media and Entertainment, Healthcare, Non-profits, SaaS)

  • Created standardized financial templates used to manage COGS spending and cash flow management 

  • Created Financial Packages for Investors + Banks

  • Saved startups thousands to millions in cost by optimizing marketing spend across Facebook + Google Ads along with other key OPEX spend

  • Developed numerous companies financial projections enabling them to get funding + insights to how they could increase profitability

Qualifications

  • Accounting degree from Morehouse College

  • MBA in Finance from Cornell University

  • Fractional Chief Financial Officer (CFO)

  • Bookkeeping

  • Strategic Advisor

  • Some Previous clients: Nike, JPMorgan, Mars, Disney, Squire, Vanlice Lemonade, ConnectUp! Institute, Higher Purpose Co. and Impact Ventures

Values

  • Trust & Transparency

  • Empathy & Empowerment

  • Ownership

  • Dependability

  • Consistency

Contact

1910 Pacific Ave

Suite 2000 - PMB 1383

Dallas, TX 75201

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Tel: 972-770-4441

Fax: 214-894-6574

info@thelegacyoptimizer.com

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© 2022 by The Legacy Optimizer

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