Cathy Cao Email & Phone Number

San Diego, California, Us

At Objective, Investment Banking & Valuation (“Objective”) our firm’s name embodies our core mission: Your Objective Is Ours. Objective Investment Banking & Valuation is a leading investment banking and valuation firm offering Sell-Side M&A and Valuation Advisory Services for middle market companies. Founded in 2006, Objective’s seasoned professionals have collectively executed over 500 M&A advisory engagements and thousands of business valuations. Objective operates as two distinct practices: Investment Banking and Valuation. Our Investment Banking practice specializes in sell-side advisory services for middle market companies across our core industry practice groups, bringing in-depth knowledge and understanding of each industry’s trends, challenges, and opportunities. We are known for our expertise in navigating complex transactions while offering personalized attention to every client. -Investment Banking industry groups:+Business Services+Consumer+Healthcare & Life Sciences+Manufacturing & Distribution+Technology Our Valuation Advisory Services practice provides a comprehensive range of valuation advisory services to companies of all sizes, from start-ups to Public Companies. Our expert team members hail from large accounting and valuation firms and specialize in bespoke consultative engagements. -Valuation Advisory services:+Financial Reporting+Strategic Advisory+Tax Advisory+Transaction Opinions For more information, please visit http://www.objectiveibv.com.

Fractional leader working with clients in Financial Services, EdTech, and Sports Analytics.

New York, Ny, Us

- Integrated Webflow and Pardot with Salesforce and implemented TrueRate’s ABM demand generation strategies, and coaching of end users on technology achieved CLV/CAC ratio of 5:1 - Led the development of proprietary property database with automated data pipelines from 12 data sources and data warehouse monitoring over 450+ variables.- Backtested algorithmic models based on investment thesis and projected daily asking rent for garden-style multifamily workforce properties nationwide by exploring ML models.- Served as a product owner of automation tool development for investment sales and capital markets teams at TrueRate to conduct property valuation, relevant sales comps, and AI-powered data transformation (using spaCy) for underwriting models, along with offering memorandum creation.- Managed media relationships with PR vendor, resulting in 664 media mentions, including Olive Tree Holdings’ leadership being quoted in WSJ, TheRealDeal, Commercial Observer, and Crain’s NY.

New York, Ny, Us

- Developed RFP process for digital agencies- Managed 50+ technology vendors and marketing agencies- Developed scalable process for establishing new business lines that resulted in 4 new businesses: (1) Creative and Engineering agency in Colombia valued at $650K per annum with 20 employees (2) B2G business that partners with institutional investors and housing agencies to redevelop affordable housing OliveTreeAffordable.com (3) Tech enabled capital markets and investment sales brokerage TrueRate.co (4) Proptech & Contech VC firm OliveTreeVentures.com- Conceptualize and implement brand awareness strategies, including sponsorship at the inaugural Blueprint Conference (2021), broker-specific Miami Herald-sponsored email blasts, holiday gifting, and programmatic native advertising to drive marketing efforts for TrueRate

New York, Ny, Us

- Taught GA's 10 week evening course for Digital Marketing

New York, New York, Us

Integrated Salesforce, website, and email marketing for automated customer journeys based on call disposition by actively collaborating with the CIO and deep understanding of loan origination process.

New York, Ny, Us

- Led 4 Marketing Associates- Scaled marketing strategy with the launch of the Marketing Center product- Expanded agent marketing offerings to include print advertisements, billboards, event activation, social media advertisements, and custom websites- Helped launch the 14 sub markets of Compass SoCal

New York, Ny, Us

- Worked with City Launchers to scale agent onboarding, hire/integrate local marketing leaders, and set up local marketing vendor partnerships (signage, printing, photo/video, advertising, and press)- Helped launched these regions: DC, Hamptons, Boston, Miami, SoCal, and San Francisco- Helped recruit Top Agent Teams in new markets- Expanded capabilities to onboarding new agent teams 85x

New York, Ny, Us

- Maximized annual revenue by +1.5x on average by leading 800+ strategy meetings with agents' teams- Collaborate with Creative team to develop and bring to life the Compass Brand- Partnered with Xpressdocs to create a library of print material templates for agents (mailers, show sheets, brochures, bi-folds, tri-folds)- Partnered with MailChimp to create a email marketing template library - Built scalable marketing solutions that because the PoC of Marketing Center

New York, Ny, Us

- Designed and launched the marketing function as the first hired marketer- Developed the marketing program to introduce new Compass agents and launch exclusives

Chicago, Illinois, Us

Headed up the marketing arm of the Transaction Advisory Services for the Tri-State Area to support 65 regional commercial Real Estate brokers. Oversaw the creation, execution and performance of marketing collateral, pitch materials, email marketing campaigns, social media exposure, and events planning for the region. Served as liaison between the global marketing and pitch teams and the Tri-State Area, executing corporate brand roll outs and communicated feedback back to the graphic designers. Achieved an increase of 10% YoY in pitches won for the Tri-State Area through development and implementation of data-driven marketing strategies. Hard work was recognized within the company with the 2013 Impact Player award.

Bachelor In The Arts, Arts And Ideas Major, Asian Studies Minor And A/Pia Minor

Language Certificate, Chinese

Education record