​​Strategic Leadership & Execution

​​​​​​​

​

Operating Partner – First American Holding (2023 - 2024)​​​​

​​

• Built and Streamlined Global Sales Operations: Improved close rates and cut salesperson turnover across three countries through repeatable processes.

​​

• Designed Growth Strategy: Created a plan to increase a client's business valuation from $460K to over $10MM, with projected results within 12 months.

​​

• Secured $1MM Investment Capital: Secured funds for a construction startup by leading targeted outreach, deal structuring, and negotiation.

​​

Managing Partner – Five Plus (2022 - 2023)​

​​

• Secured $33MM Contract: With no prior experience in the trucking industry, led a $1MM carrier to land a major contract within 60 days of engagement. Facilitated this expansion by sourcing $1.5MM in fleet lending and negotiating a rate reduction from 10% to 7%.

​

• Facilitated $3MM Financing: Helped a small 3PL company acquire over $3MM in financing within a month through strategic contract discussions and lender outreach.

​​

• Orchestrated High-Value Acquisition Deal: Coordinated an LOI and arranged $80MM in financing for the acquisition of Latin America's 50th largest construction company.

​​​

​

Revenue Generation & Sales Leadership

​​​​​​

​

Sales Operations Manager – EWM Now (2020 - 2021)​

​​​

• Rebuilt Market Strategy: Optimized market approach based on customer profitability analysis for enhanced competitiveness.

​​

• Engineered New Sales Process: Increased pricing from $2,500 to $18,000 per month with minimal sales resistance through a value-based approach.

​​

• Secured Predictable Revenue: Transitioned from month-to-month service agreements to long-term contracts for stabilized income.

​​

• Built and Led Sales Team: Recruited, onboarded, and trained a team of 7 commission-based account executives, establishing a clear system for talent development.

​​

Marketing / Sales Manager – Rank Above Others (2020 - 2020)​

​​

• Achieved Immediate Sales Impact: Closed a $45K sale on my first day of selling, demonstrating swift effectiveness.

​

• Developed Sales Force: Supervised the training and development of a team of 10 salespeople on closing techniques and credit repair regulations.

​​​​​​​​​​​​​​​​​​

Strategy Manager – Upbeat Agency (2018 - 2019)​​​

​​

• Designed High-Impact Lead Magnet Strategy: Generated 1,800 LinkedIn comments and over 200 qualified leads.

​​

• Led Multi-Media Campaigns: Directed the creation of marketing content (videos, emails, promotional materials) to reach more of the right customers.

​​

• Optimized Hiring Processes: Designed and rolled out efficient processes for smoother team expansion.

​​​​​​​​

​

​Management Consulting

​​​​​​​

​

Growth Consultant – Small Biz Consulting (2016 - 2018)

​

• Accelerated Client Growth: Directed strategic initiatives that scaled client revenue from $1MM to $16MM in two years, earning consecutive Inc. 5000 Fastest Growing Companies listings.

​​

• Secured Major Investment: Arranged a $7MM investment from a financial institution to acquire multiple marketing agencies.

​​

• Resolved Client Debt & Increased Revenue: Replaced $2MM in outstanding accounts receivable with $2.5MM in new contracts through a referral generation strategy.

​​​

​

Operational Excellence

​​

​

Marketing Consultant – Unity Group (2016 - 2017)

​

• Standardized Sales Processes: Implemented sales systems and best practices across more than a dozen portfolio businesses, leading to improved performance and predictability.

​

• Consolidated Business Systems: Drove the integration of disparate operational systems across multiple portfolio businesses, fostering greater unity and efficiency that significantly contributed to successful marketing agency acquisitions and a $380MM market cap IPO.

​​​​

​

Corporate Development

 

​​​​​​

Marketing Consultant – National Securities (2016 - 2016)

​​​

• Consulted, Strategized, and Developed Sales Strategy: Worked with directors of a publicly traded investment bank and FINRA agents to develop sales process for subsidiary broker-dealer firm resulting in high-level meetings between sellers of pre-IPO tech securities and Ultra-High-Net-Worth investors ($30-million in investable or liquid assets).​​

​

Strategic Marketing & Biz-Dev

​

​

​​Event Marketing Manager – Adsum (2016 - 2016)

​​

• Forged Strategic Partnerships: Leveraged sponsor customer bases to reduce marketing costs from $100K to just $2K, showcasing massive efficiency and resourcefulness.

​​

• Engineered High-Impact Marketing Campaign: Crafted and executed a campaign generating $360K in revenue in 60 days on a minimal $2,000 investment (300x ROI).

​​

• Developed Upsell Strategies: Created an upsell strategy and sales pitch that secured an additional $1.2MM in customer contracts for business services.

​

Product Marketing Manager – Bridge Profits (2015 - 2016)

​​

• Developed Information Product: Reverse-engineered successful business processes into a licensable product, establishing a startup coaching company.

​

• Launched Marketing Campaign: Generated over $250K in sales within 30 days of launch, demonstrating quick market impact.