Seasoned sales and digital marketing executive proven in new client acquisition, capital raising, copywriting, and innovative business development. Luke 10:19
Overview
23
23
years of professional experience
Work History
M&A Advisor
Acquira
12.2023 - Current
Assisting American entrepreneurs with seamless business succession and acquisition.
Contributing to the goal create $100B dollars in employee-equity through one million employee-owners by the year 2050.
Implemented innovative marketing strategies to increase visibility within the local community and generate leads.
Founder and Partner
AP76.org, Inc.
06.2012 - Current
Established a successful 501(c)3 by identifying market needs and developing innovative solutions.
Secured funding for company growth through investor relations and networking activities.
Developed strong partnerships with key industry players, contributing to an increased market presence.
Vice President
Index Fund Advisors, Inc
07.2004 - 10.2019
Fiduciary providing fee-only evidence-based wealth management to institutions and private clients at this $4 billion investment and tax advisory pioneer.
Built practice from scratch to more than $300,000,000.00 in assets under management.
Spearheaded cross-functional initiatives across departments to achieve business goals for bottom-line profits.
Founder & Co-Director
Special Olympics Wisconsin
01.2002 - 07.2009
Created the DuRunRun, an all-volunteer fundraiser for Special Olympics, also
providing a great venue for kids to stay focused on health and athletics.
Vice President
NYPPEX Private Markets
01.2001 - 01.2002
Sales and business development functions for this innovator of secondary liquidity for private equity and venture capital transactions (New York Private Placement Exchange, NYPPEX).
Indigenous Engagement Advisor, Social Employment Advisor, Recruitment Advisor, Senior Recruitment Advisor at John Holland GroupIndigenous Engagement Advisor, Social Employment Advisor, Recruitment Advisor, Senior Recruitment Advisor at John Holland Group