President
CurrentBlockchain Investment Fund: Supported Founding Partners in new Blockchain investment fund including creation of Investment summaries, marketing collateral, research, financial modeling, consulting services, and due diligence.Private Investment Bank: Managed due diligence, client interface, and financial modeling for small private Investment Bank specializing in middle market opportunities.Complex Financial Modeling:Consumer Packaged Goods Startup: Prepared financial model… Show more Blockchain Investment Fund: Supported Founding Partners in new Blockchain investment fund including creation of Investment summaries, marketing collateral, research, financial modeling, consulting services, and due diligence.Private Investment Bank: Managed due diligence, client interface, and financial modeling for small private Investment Bank specializing in middle market opportunities.Complex Financial Modeling:Consumer Packaged Goods Startup: Prepared financial model, and go to market approach for a growing women’s health company.Food and Beverage Company: Revamped business plan to prepare for investor presentation. Included redirection on the financials, approach, go to market strategy, and customer segmentation.Small U.S. Farm: Prepared financial model and proformas for 14-acre hemp farm, and 200 light cannabis grower.Business Plan Writing for Small companies and startups.Strategic Planning and Business Requirements DefinitionIndustrial Products Startup: Wrote business plan to support request for $1.1 million of financing. Included researching eight industry markets, facilitating working sessions, and structuring strategy and market entry approach.Wholesale Apparel Startup: Wrote business plan for pending business in the wholesale fur industry. Small Non-profit: Designed, wrote, and delivered strategic plan for small non-profit. That was the first comprehensive plan the organization had in ten-years. The organization had approached bankruptcy, and that was one step toward reaching solvency. Reverse LogisticsWireless Telecommunications: Defined segmentation strategy for Service and Repair Strategic Plan with estimated annual benefits ranging from $19MM - $24MM. Assessed Self Service approach for three channels. Defined Location analysis methodology.Business Development for Small Software Company. Show less