• Consulted with 20+ C-Level Executives and partners from middle market companies to provide capital options to accelerate growth and capex financing.• Created strategic business plans for categories within the portfolio targeting $1M gross margin in annual volume to meet profitable growth objectives and achieve sales targets.• Collaborated with clients to identify areas to provide solutions that align with and improve client's ability to achieve their strategic objectives.• Facilitated debt and equipment finance transactions of $2-20M while working directly with internal credit team and syndicate financing debt partners.• Maintained established accounts and optimized account sales growth through product and market share expansion.• Referred business to internal and external partners including working capital and other debt sources.• Executed market research initiatives, expanding market through making 50+ cold calls daily to prospective new customers.

• Closed non-dilutive debt finance transactions ranging from $2-$40M • Structured, priced and presented financial models and opportunities to internal credit committee for final funding approval.

• Provided subject matter expertise, consulting with C-Level Executives, entrepreneurs, and partners of early-stage life science and SAAS companies on non-dilutive capital options to accelerate growth and provide runway.• Leveraged current network of appropriate lenders, VC firms, PE Groups, and vendors to source growth capital opportunities resulting in 5 Term Sheets and 2 Signed funding agreements.• Identified and implemented formal sales strategies from lead generation, discovery call, consultation, financial analysis, and signing of term sheet.

• Managed sales process in its entirety including developing demos, pricing, negotiation, and signing, improving close rate.• Served as subject matter expert on product offerings, providing comprehensive in- depth demos to exploit the power of non-ERP solutions focusing on usage strengths of data, analytics, cross channel and mobile communication.• Targeted entrepreneurs, founders, and C-Level executives to introduce Iterable as a service to accelerate growth and marketability, building strong relationships.

• Trained, led, and mentored 15+ new BDO’s on the VFI sales process, equipment and project finance, VFI products and database management.• Influenced product direction by conducting competitive analysis, securing $1.1M in Gross Margin 2019-2020.• Funded $4.7M in Equipment financing 2020 through strategic outreach, cold calling, email communication.• Analyzed presented, priced, and structured proposals through phone, email and Zoom communication, proposing $32M in financing 2019-2020.• Built and nurtured new relationships while leveraging existing relationships for future business, providing value to clients and maximizing ROI and IRR.• Qualified for Presidents Club 2020 and VFI “Elite” after exceeding $1M in Gross Margin in first year with VFI.• Winner of Q1, Q2 and Q3 sales incentives in 2020.

• Generated 18 proposals totaling $50M+ in capital financing in 2019 through cold calling and cold email.• Drove positive results through identifying potential objections, problem solving, and building quality relationships. • Sourced, priced, and structured deals ranging from $250K-$8M.• Researched and qualified potential clients and companies based on VFI metrics, collateral, VAR and financial performance resulting in healthy sales pipeline with $40M+ in funding opportunity.• Provided and prepared financial analysis of prospective client’s audit, reviewing financial statements with cross-functional teams.

Competitive skier in the discipline of freestyle moguls. Competed on the North American Tour which consisted on the top skiers from the United States, Canada, Japan and Australia.