Katie Jansen Email & Phone Number

- Custom Business Strategies: Detailed explanation of how BizSpoke tailors strategies to each client’s unique needs. - Operational Efficiency Solutions: Overview of methods used to identify and resolve operational pain points. - Financial and Market Analysis: Description of services related to financial analysis, market research, and data-driven decision-making. - Talent Management: Insights into talent acquisition, leadership training, and team dynamics. - Start-ups and… Show more - Custom Business Strategies: Detailed explanation of how BizSpoke tailors strategies to each client’s unique needs. - Operational Efficiency Solutions: Overview of methods used to identify and resolve operational pain points. - Financial and Market Analysis: Description of services related to financial analysis, market research, and data-driven decision-making. - Talent Management: Insights into talent acquisition, leadership training, and team dynamics. - Start-ups and Funding: Assistance with investor pitch decks, hiring the right talent, securing seed and Series A round capital from private investors, family offices, venture capital, private equity, or strategic investors. - Technology & AI Business Tools: Including data mining, CRM, lead generation, business development, rapport building, social media, AI business tools, AI marketing suite tools, and more to supercharge growth potential. - Revenue Generation: Driving new revenue through data mining, lead generation, presentations, new business development, strategic partnerships, and the design and implementation of business and marketing plans, measurable KPIs, and targeted goals and objectives. - Business Development and Sales Solutions: Strategies and plans that identify key target markets and growth opportunities, technology tools and resources, sales and new business development outreach, presentations, new client onboarding and follow-up, strategic partnerships, and referral opportunities. - Marketing Suite: Logo design, branding guides, website and social media creative design, content and management, digital marketing tools, email marketing, print marketing partnerships, overall strategy and planning, and event planning and preparation. Show less

Direct Source Wealth is a leading real estate syndication firm specializing in innovative investment opportunities across various sectors. As the Investor Relations Manager, I am responsible for fostering strong relationships with investors and facilitating their participation in our offerings.Key Responsibilities:- Cultivate and nurture relationships with investors, addressing their inquiries and providing them with comprehensive information about our investment opportunities.-… Show more Direct Source Wealth is a leading real estate syndication firm specializing in innovative investment opportunities across various sectors. As the Investor Relations Manager, I am responsible for fostering strong relationships with investors and facilitating their participation in our offerings.Key Responsibilities:- Cultivate and nurture relationships with investors, addressing their inquiries and providing them with comprehensive information about our investment opportunities.- Lead investor onboarding processes, ensuring smooth transactions and compliance with regulatory requirements.- Develop and implement investor communication strategies to keep stakeholders informed about investment performance, market trends, and company updates.- Collaborate with internal teams to analyze investment performance and identify areas for improvement or optimization.- Organize investor events, webinars, and presentations to educate investors and attract new prospects.- Conduct market research and competitor analysis to identify industry trends and inform strategic decision-making.- Manage the investor database and CRM system, ensuring accurate and up-to-date records of investor interactions and transactions.- Provide insights and recommendations to senior management based on investor feedback and market insights.Direct Source Wealth offers a dynamic environment where innovation and collaboration thrive. Join our team to be part of an exciting journey in real estate investment.Connect with me to learn more about investment opportunities at Direct Source Wealth or to explore potential partnerships.Securities offered through Cabin Securities, Inc. MEMBER FINRA & SIPC Show less

Winter Park, Florida, United States

California, United States

Director/VP of Sales and Business Development | Growth Strategy | Pre-Seed Start-Up AI, Software, SaaS, New-Product DevelopmentAs a seasoned Director/VP of Sales and Business Development, I have successfully driven growth and expansion in the pre-seed start-up AI, software, SaaS, and new-product development space. My expertise lies in utilizing effective methodologies and strategies to propel companies towards their sales and business development goals.Throughout my career, I… Show more Director/VP of Sales and Business Development | Growth Strategy | Pre-Seed Start-Up AI, Software, SaaS, New-Product DevelopmentAs a seasoned Director/VP of Sales and Business Development, I have successfully driven growth and expansion in the pre-seed start-up AI, software, SaaS, and new-product development space. My expertise lies in utilizing effective methodologies and strategies to propel companies towards their sales and business development goals.Throughout my career, I have leveraged my capital markets background to build extensive networks and databases of high net worth individuals, family offices, private investors, venture capital, and private equity firms. By customizing pre-seed capital raise and fundraising initiatives, I have successfully secured significant investments for companies, including raising over 2.1 million from three very high-profile private equity firms.In addition to my fundraising expertise, I have played a crucial role in the initial outreach and pitch to investors. Crafting compelling company pitch decks and presentations, I have effectively communicated the value proposition and growth potential of companies, resulting in successful partnerships and investments.Collaborating with cross-functional leadership teams, I have contributed to the development of CRM systems and company technology stacks, streamlining sales processes and enhancing overall efficiency. Furthermore, I have led the hiring and development of nationally distributed sales representative teams, driving revenue growth and market expansion.If you are seeking a results-driven and strategic leader with a proven track record in driving sales and business development in the AI, software, SaaS, and new-product development space, I invite you to connect with me. Let's discuss how I can contribute to your organization's growth and success. Show less

Greater Los Angeles Area

• Developed relationships with high-profile clientele, high-net-worth individuals, and c-suite business owner by successfully employing cooperative strategy partnership sales techniques.• Participated in industry organization and trade shows to gather competitive and industry intelligence and created effective strategies to target new markets after researching and analyzing competitor behavior•Developed innovative marketing campaigns to increase engagement with private company target… Show more • Developed relationships with high-profile clientele, high-net-worth individuals, and c-suite business owner by successfully employing cooperative strategy partnership sales techniques.• Participated in industry organization and trade shows to gather competitive and industry intelligence and created effective strategies to target new markets after researching and analyzing competitor behavior•Developed innovative marketing campaigns to increase engagement with private company target demographic and drive brand exposure • Delivered engaging sales presentations to prospective new clients, explaining technical information in simplified language and showcasing deep industry expertise• Improved sales processes to streamline new client acquisition and onboarding strategies and implemented new Zoho CRM database management system to track prospect and client lifecycles and monitored metrics and marketing investments to assess performance and implement continuous improvements • Produced contracts, reports, letters, and proposals for clients • Acquired more than $30MM in new client business in over a three-year periodfor boutique investment banking business development and deal origination sales and marketing strategies through strategic partnerships, professional and industry events, networking, target marketing, referral partners, and centers of influence• Worked business valuations, buy and sell-side mergers & acquisitions, and capital raise and fundraising deals across a wide range of industries and size deals with strong negotiation skills, structuring/re-structuring and closing of deals in SaaS, technology, healthcare, healthtech, adtech, martech, telecommunications, manufacturing, e commerce and consumer goods industries.• Participated in all aspects of IB process including research & analysis, prospects, sales and marketing of deals to strategic and financial buyers, drafting marketing materials, coordinating due diligence, deal negotiation and closing. Show less

United States

Podcast with cohost and Father, Boomer Gen Jeff Jansen, often fee-speaking and opinionated the G3 Podcast features 3 different Generations each episode dismissing topics spewing controversial generational to understand and bridge the growing divide Through better understanding of why perspectives are so divided generationally why they’ve changed, how it drives behavior, opinions, and values.

United States

● Established, initiated, and optimized business development strategies for sales leadership and team training & consulting work based on company targets, service specifications, market data and budget factors ● Developed prospect database and customer relationship management (CRM) system, branding, social media & digital presence, company presentation and marketing collateral, unique coaching & sales training methods & process, email marketing campaigns and sequencing, and online web… Show more ● Established, initiated, and optimized business development strategies for sales leadership and team training & consulting work based on company targets, service specifications, market data and budget factors ● Developed prospect database and customer relationship management (CRM) system, branding, social media & digital presence, company presentation and marketing collateral, unique coaching & sales training methods & process, email marketing campaigns and sequencing, and online web marketing strategy, growing market penetration and sales growth with an average 25% growth rate in new client revenue YOY● Negotiated, prepared, and signed leadership teams, sales teams, and individual sales coaching & consulting contracts and paid speaking engagements with financial services, insurance, real estate, legal and tax industry clients nationwide Show less

Greater Los Angeles Area

• Recruited, selected, hired, trained, developed, supervised and coached a team of 65 salespersons and 3 support staff for two office locations to optimize performance, averaging over 27 new hires annually with a YOY 21% division annual growth rate• Assessed each office location's individual and team performances, analyzing data trends to determine best methods to improve sales results identify selling hurdles and offering insight, including target and niche market penetration and… Show more • Recruited, selected, hired, trained, developed, supervised and coached a team of 65 salespersons and 3 support staff for two office locations to optimize performance, averaging over 27 new hires annually with a YOY 21% division annual growth rate• Assessed each office location's individual and team performances, analyzing data trends to determine best methods to improve sales results identify selling hurdles and offering insight, including target and niche market penetration and consultative cross-selling, referral training, cold-calling, prospect selection, presentation methods, and product analysis for fee-based planning and various financial product solutions for new and experienced advisors• Collaborated cross-functionally with c-suite, department heads, and regional leadership nationally, as well individual team members and one-on-one meetings with individual sales representatives on sales process, strategy, key metrics, and analytics and analyzed data trends to drive increased brand awareness, grow sales revenue, and improve profitability and sales results Show less

San Diego, Ca And State Of Wisconsin/Up Of Michigan

• Sourced, recruited, selected, and hired over 45 new insurance and financial advisors collaborating with regional location management and individual office location hiring expectations, exceeding each location’s goals with a 40% headcount growth of both new and experienced sales producer recruits resulting in a 38% revenue growth rate YOY, for both divisions in the Midwest and Southern California • Awarded Executive Leadership award for “Top 5 Recruiting Director” for all of MetLife’s… Show more • Sourced, recruited, selected, and hired over 45 new insurance and financial advisors collaborating with regional location management and individual office location hiring expectations, exceeding each location’s goals with a 40% headcount growth of both new and experienced sales producer recruits resulting in a 38% revenue growth rate YOY, for both divisions in the Midwest and Southern California • Awarded Executive Leadership award for “Top 5 Recruiting Director” for all of MetLife’s recruiters nation-wide and asked to help set best practices and innovative recruiting strategy for entire national recruiting team• Participated in recruiting events, tradeshows, career events, university recruiting, networking events, and local organization events to increase recruiting initiatives Show less

Beverly Hills, Ca

• Implemented systems to increase Commercial Real Estate private placement 1031 exchange client sales, including participating in community and professional organizations, public speaking events, educational seminars, tradeshows, strategic partnerships, and digital publications and cross-promotions that optimized lead generation and sales growth• Executed local, regional and national marketing and branding initiatives to drive commercial real estate 1031 exchange investor sales within… Show more • Implemented systems to increase Commercial Real Estate private placement 1031 exchange client sales, including participating in community and professional organizations, public speaking events, educational seminars, tradeshows, strategic partnerships, and digital publications and cross-promotions that optimized lead generation and sales growth• Executed local, regional and national marketing and branding initiatives to drive commercial real estate 1031 exchange investor sales within existing and prospective accounts • Created prospect rapport by approaching leads and cultivating strong business relationships through implementation of proven networking methods and sales referrals with CPAs, Attorneys, Brokers, Real Estate Investment Management Companies, Real Estate REIT Companies, Real Estate Investment Company Sponsors, 1031 Exchange Accommodators, Title Companies, Real Estate Lenders, and High Net Worth Real Estate Investors and Real Estate Family Office Investors Show less

Master Of Fine Arts - Mfa, Architecture And Design

Post Graduate Studies, Finance & Real Estate

Extension Courses in Finance and Real Estate Investment

Bachelor'S Degree, Behavioral Science & Law

Activities and Societies: Leader, Behavioral Science and Law Chairperson 1998-2000