As a co-founder, I am at the forefront of revolutionizing market outreach through advanced data analytics and AI-driven strategies. Leveraging an expansive dataset of first and third-party intent data, I've lead the application of AI and deep learning analytics to navigate the increasingly crowded and complex market landscape.

As the Founder of DemandCapture, my primary role is to provide guidance and strategic advice to the executive management team I've put in place. I share insights from my experiences, focusing on crucial areas like prospecting, sales, and value-added presentations, to help them shape their strategies and improve team performance. I also advise on the utilization of advanced technology for streamlining processes and scaling operations, which I believe can greatly benefit our bottom line. Through my advisory capacity, I've been able to influence significant growth in both revenue and profitability for our organization.

Highly selective program where Google invests $350,000 towards GCP and Firebase costs, while providing technical and business support to their partners.

Data Aggregation Platforms / Intent Data / Business Intelligence Platforms

As Business Development Advisor, I quickly recognized the need for technological initiatives at the 20+ year-old firm in order to scale and grow their client base. Implementing these initiatives not only allowed them to improve their internal processes, but also provided a more efficient and modern experience for the firm's clients. As a result, we saw a rapid increase in both client acquisition and retention. The updated technology also allowed Preston Harris to expand into new markets and attract larger clients. I am proud of the role I played in scaling and modernizing the firm, leading to continued success and growth.

As an outside consultant, I played a key role in leading the acquisition of the company from its parent entity. The management buyout (MBO) required a thorough strategy and careful planning to secure the necessary outside capital. Working closely with our financial partners, we were able to successfully negotiate the acquisition and complete the transaction. The MBO has opened up new opportunities for growth and development within the company, and I am proud to have played a role in making it happen. Moving forward, I am confident that the team will continue to strategically guide the company toward further success.

As a leader, I was responsible for everything from business development to creating operational and governance procedures. I successfully developed and implemented a strategy that resulted in +$150m in assets under management. In addition, I promoted strategic initiatives to increase the sales team's productivity. As a result, our company experienced steady growth and success. It is always exciting to be a part of a startup and witness its growth from the ground up. I am proud to have played a pivotal role in guiding our company toward success through strategic planning and thoughtful decision-making.