Jack of all trades serving our clients and scaling our solution. We're building Hott Spott as iPaaS with automated workflows and unified API. PropTech vendors can shrink time-to-market, increase operational efficiency and enhance user experience by leaning on our front-end PMS experience and upcoming interface.

Started an amazing journey to create custom 3D-printed putters. We've now expanded into soft goods and service individual golfers, leagues and tournaments at the top levels of golf. There's nothing like designing and delivering true one-of-ones.

Developing custom processes and software solutions across the Crescendo and Woodside Health platforms, with a focus on helping others do their jobs better using technology and analytics. I get to work with blue-chip software providers daily, including Yardi, CoStar, Buxton, PredictAP and Prophia so our businesses run efficiently.

Expert at Compeat eXcellent financials (Compeat preferred vendor status), incorporating the software to link Compeat with the custom Excel reports I build. I produce the full suite of financials, from weekly and monthly PLs, to budgets, to any ad hoc report you could imagine.I build custom reports on customer lifetime value (CLV), sales mix optimization, and sales forecasting using machine learning.From employee turnover to linen costs to sales forecasting, if someone is looking to measure or predict something within our organization, I build the platforms on which they do it.

I work alongside EdgePoint’s senior bankers to establish and strengthen relationships with business owners and other professional services firms. I create the messaging that announces who EdgePoint is and how we help our clients.One of my primary roles is helping to educate business owners, their attorneys, accountants, financial advisors and other professional service providers on the options at hand when preparing for a sale or considering a transition.

Executing M&A for a primarily sell-side firm. I write pitches, CIMs and perform financial modeling in order to sell my clients for a premium value.

CoreElement works with middle market industrial manufacturers to create and implement strategic marketing programs which leverage the latest digital tools and the power of the internet. Founded in 1995, our experience with manufacturers has led to the development of an overall marketing program designed to identify opportunities and cause targeted growth. For more information, visit www.core-el.com.My responsibilities at CoreElement include:♦ Developing and documenting comprehensive marketing plans for the firm and its clients♦ Ghostwriting blog posts for publication to Core-El.com and leveraged as Twitter, Facebook and newsletter content♦ Creating the firm’s press releases, including developing “boilerplate” language♦ Generating copy for Core-El.com, as well as clients’ websites♦ Growing CoreElement’s social media presence by managing multiple LinkedIn, Twitter, Facebook and Paper.li accounts through HootSuite♦ Executing social media marketing campaigns for clients, utilizing all relevant platforms♦ Crafting industry white papers, (1,200 – 1,500 words in length) to use as collateral on Core-El.com, email blasts and social media♦ Administering Act-On and Salesforce training to clients as part of the implementation of their automated inbound marketing strategies♦ Heading the recruiting process for interns that will be leveraged to administer social media strategies

Served as a junior and senior ambassador to high school sophomores as part of a multiple-day seminar to promote leadership and volunteerism in local communities.

Orchestrated all phases of M&A processes, interacting with clients and their legal teams to develop financial models and administer appropriate sell-side marketing processes (including generation of Confidential Information Memoranda [CIMs] and Management Presentations [MPs]). Representative deals include:♦ The sell-side process for a distressed manufacturer of remote handling equipment♦ A fairness opinion for a publicly-traded consumer goods packaging manufacturer♦ Advisory services for a publicly-traded operator of fast-food restaurantsAggregated and analyzed general M&A and industry-specific data to produce quarterly capital markets and periodic industry-specific newsletters used in email blasts to over 10,000 contacts including potential, current and former clients, as well as for upload to wesrespartners.comCrafted presentations given by Western Reserve’s senior bankers for a variety of audiences including clients, professional organizations and industry conferences such as World Services Group♦ Conferred with the presenter(s) to determine project timeline and develop content and layout♦ Leveraged existing marketing materials and data, as well as generated new content for each presentationMaintained and troubleshot Western Reserve’s Salesforce CRM system (implemented in August, 2012)♦ Provided support and training to Western Reserve’s bankers, familiarizing them with the system♦ Liaised with bankers and Marketing Director to continually improve the system and address issues arising from its implementation

Supported Marketing Director in the development and implementation of Western Reserve’s Salesforce CRM system in August, 2012♦ Collected, organized and input 16,000+ unique pieces of data for upload to system prior to launch♦ Consulted with Silverline and Western Reserve senior bankers to customize the program’s interfaceIn addition to producing the aforementioned newsletters, presentations for senior bankers and developing / updating website content, supported the Marketing Director by:♦ Executing email blasts for a variety of campaigns including targeting specific private equity firms, women-owned businesses and businesses within Western Reserve’s industry verticals♦ Coordinating corporate events including the opening of Western Reserve’s Valuation Services office in Columbus, and Association for Corporate Growth (Young ACG) networking nights

♦ Established The Ohio Scorecard, an index of statistics to be used as policy indicators to measure the performance of Ohio's state government in achieving public goals.♦ Collected and compiled data for The Ohio Scorecard, including cross-sectional and longitudinal data.♦ Collected qualitative data on recipients and finalists for the Efficient Government Now 2.0 grant program. Data is to be used to measure the effectiveness of the grant money.

♦ Performed 32 Credit Hours of Independent Research beginning in January, 2008, primarily in the field of cost-benefit analysis. ♦ Primary research endeavor was to forecast demand for recreation facilities in North Ridgeville, Ohio. Identified variables necessary for analysis and gathered mail survey data on 750 households in order to obtain willingness-to-pay estimates. Input large quantities of data efficiently and designed a bound probit model to analyze demand.♦ Initiated contact with colleagues and superiors on a daily basis in order to keep the project on schedule and focused in the right direction.♦ In addition to two manuscripts and an honors thesis, produced Powerpoint presentations suitable for a general audience.♦ Presented results in various forums, including local papers, on-campus presentations at University of Toledo, and regional and national conferences listed in Professional Honors and Achievements.♦ Over 1,000 hours of work invested in primary research project, as well as other projects including hedonic pricing analysis of recreation centers, and forecasting demand for on-campus bussing at University of Toledo.

Drove ParaTransit services as well as regular bus routes and charters to move students around campus, and to and from campus.

Wrote weekly columns on a wide variety of topics from politics to economics. Refined the ability to communicate with a variety of audiences.