- Head of Sales through hypergrowth stage scaling 6x from $5m new booked revenue per year to $30m - Accountable to team of 40+ focused on sales development, direct sales, indirect sales, market development and sales operations- Averaged ~50% y/y growth 2020-2022 and 10 consecutive quarters of growth- Attained 100%+ revenue targets in 2020 and 2021- Evolved and expanded sales incentive plan to include entire sales division- Developed weekly sales pacing and pipeline forecasting models for executive and board of director use- Accountable party for sales process migration from Hubspot to Salesforce

- Manage team in selling affordable 401(k) plans direct to SMB companies- Develop data driven sales strategies for increasing team productivity- Created company's first sales incentive plan- Built capacity planning model for sales team resourcing initiatives

- Repped SMB owners on establishing new company retirement benefit- Empathetic sales approach focused on plan design consultation

- Analyze investment performance, track financials, and project future earnings of two private equity funds, totaling over $500 million of invested capital - Generate valuations for thirteen portfolio companies on a quarterly basis, using a variety of financial metrics- Compile investment analysis reports and distribute to our Limited Partners, typically tracking valuations, invested capital, leverage, hedging, and acquisition data over time- Research and monitor the energy industry environment on macro and micro levels; generate weekly and biannual reports for partners and Limited Partners, respectively- Work closely with Cadent partners and portfolio company senior management to research various sectors of the energy industry, assist in identifying potential investment opportunities, aid in due diligence related functions, and compose internal investment memorandums

• Provided editing and organizational assistance to lawyers and paralegals within the firm• Responsible for collecting, recording and delivering company receivables on a daily basis