
Executive Leadership
Sales Leadership
Marketing Leadership
Operations Managment
M&A
Investor group assisting professionals with career advancement at the Director and C-Level.
• Advisory board member
• Present & sell to C-Level executives & institutional leadership
• Relationship building to upsell services & renewals.
• Integrated technology and scaled business operations to maximize efficiencies
• Oversight of agency workflow and projects
• Oversee DEI & philanthropy initiatives
Multi-State operations with 200+ employees specializing in the acquisition, manufacturing and distribution of licensed medical consumer products and facilities, with approximately $200 Million in annual revenue
• Spearheaded Operations, Revenue, Corporate Development & Compliance.
• Full P&L Management & Quarterly Reporting -$200M
• Improved Margin +40% via strategic collaboration with CFO.
• Negotiated capital funding with CEO >$35 Million via strategic partnerships.
• Cultivated forward-thinking, inclusive and performance-oriented business culture.
• Strategically managed integration of 4 acquisitions, overseeing technology, finance, facilities, branding, revenue and processes.
• Implemented KPI's and incentive programs delivering an immediate ROI in both revenue & Operating Income.
• Oversight of HR, benefits & compensation policy roll out.
An international leading software (SaaS) and management services provider with 200+ employees specializing in technology platforms for non for profit and large associations, with approximately $100M in revenue
• Scaled Operations, Sales, Marketing and Organizational Design & Development = 15% CAGR
• Hired and trained Sales & Marketing teams to successfully establish ‘SMART' goals and exceed their teams' KPI's resulting in record revenue growth.
• Contributor role presenting and renewing tier 1 clients [$10M+]
• Championed 5 year business plan with HR & Executive team to facilitate change management across the organization, delivering 3x revenue growth and increased operating income
• Collaborated with CFO on forecasting and competitive analysis to determine product performance levels and need for new product developments
• Developed short and long-term strategies with the CEO to gain market share, uncover new opportunities and improve operating income.
• Launched data science, BI platform, cloud marketing and social media programs enabling improved performance monitoring and data decision making
• Negotiated licensing agreements with oversight of all project teams resulting in a faster go to market strategy
An event franchise coupled with social media advertising for sponsors and attendees.
Provided expansion planning coupled with day-to-day build-out of the management team, operations, technology, marketing, finance and operations:
• Built productive partnerships and strategic business relationships via contract negotiations.
• Full P&L managment
• Secured 100+ clients including McDonald's, Nordstrom's
• Maintained effective staff and resource utilization rates to balance financial and operational obligations
• Established operating and schedule planning for multiple client events at one time
• Successful exit with a continued investor role.
International consumer product goods company with 250 employees specializing in media products with approximately $100 Million in annual revenue
• Developed short and long-term sales strategies at National Account level resulting in sales growth of $100M - Walmart, Walgreens, Costco, Sam's, Kroger. Amazon.
• Performed monthly sales forecasting and competitive analysis to determine product performance levels and need for new product developments.
• Fostered performance development of staff through ongoing coaching and mentoring on best practices.
• Created additional revenue streams by introducing new product lines, boosting revenue +60%.
• Contributed to team and customer success by creating and delivering engaging client-facing presentations to communicate product benefits.
• Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.