• Initiated costs savings strategies for clients and company that resulted in $1mm+ of new revenue/cost savings• Recruited and managed onboarding of new clients representing as much as $500mm+ in assets• Negotiated and managed real estate, asset, and business acquisitions valued in excess of $50mm• Represented shareholders and collaborated in finance committee meetings with $10b+ annual rev. company• Designed and drafted employment contracts, bonus/stock programs, and shareholder and partner agreements• Sourced and performed due diligence on real estate, technology, and manufacturing investment opportunities• Audited monthly, quarterly, and annual financial statements and private market investment portfolios• Consulted with clients to determine financial standing and financial needs to develop goals and growth plans• Conducted analysis and prepared financial performance reports and presentations for estate planning purposes• Facilitated contract negotiations, offered business advice, and drafted Memorandums of Understanding• Implemented technology systems updates that prepared company for remote work• Managed outsourced vendors and management companies for both products and services for customers

Conceived and validated initial product concept, including legal, regulatory, and technological due diligence• Raised institutional capital, having successfully completed multiple, multi-million-dollar rounds of equity financing from Venture Capital and family office investors• Developed various proprietary algorithms, predictive models, and machine learning methodologies and oversaw product development including R&D, UI/UX, IT architecture, and security• Developed and executed multi-channel go-to-market strategy, negotiated multi-million-dollar contracts with various billion+ market cap companies• Built a paid subscriber base comprised of over 30k businesses across the U.S. and successfully integrated into many of the country’s largest data providers and payment technology companies

• Assisted senior management with the valuation, merger, and sale of the company• Explored new business opportunities with emphasis on business development• Developed a Marketing Plan to be used as a guide for the marketing department• Directed and managed a sales network of approximately 100 agents

• Recommended new products, services, and marketing ideas to senior management/owners• Managed sales floor staff, focusing on training and productivity• Helped customers with technical questions on new bikes, nutrition, or equipment• Performed comprehensive bike fittings and custom bike builds