*Work with investors to create an overall growth strategy for the EPM consulting market. *Conduct evaluation of current market penetration and identify key strategies to improve client acquisition. Recommend sales and GTM plans to be implemented in FY25.

*Developed business plan for real estate management company which included market analysis, company strategy, funding plan, and 5-year outlook.*Successfully launched the company in October 2023. During the past 12 months, revenue has surpassed expectations and allowed the business to expand into the Houston market. Projected revenue is expected to grow at least 300%.*Responsible for revenue growth to include RFP responses and Orals; communicating proposed approach, approval of programs to ensure compliance and executive sponsor for delivery.*Advise clients on a variety of services and issues that help identify, assess, manage and measure the organization's capabilities. *Lead multiple client engagement teams, worked with a wide variety of clients to deliver first-class services, and lead business development activities on strategic priority accounts within the Austin market. Participate in engagement management and execution as well as client relationship building.

*Work with investors to identify opportunities for investment within the Ohio real estate market. Conduct due diligence and financial analysis prior to acquisition of assets. *Recommend and implement strategic financial management systems to optimize real estate revenue and control firm’s expenses.

*Provided strategic guidance and operational support in the management of real estate investment funds, ensuring alignment with investor objectives and fund performance targets.*Developed and compiled detailed performance reports for institutional investors, including analysis of financial metrics, investment returns, and market trends, to facilitate informed decision-making and stakeholder communication.