Connecting businesses to capital and customers. Provided strategy, business development, financial and capital raising services to small and medium sized businesses.Representative engagements:* Working currently with the Foundation for Business Equity to assist a variety of small minority-owned businesses to navigate the challenges posed by the Covid-19 pandemic, and to help them grow and thrive going forward. The FBE, funded by the Boston Foundation, Eastern Bank, Berkshire Bank and Bain Capital, provides low interest loans and strategic advice to minority-owned businesses.*Advised the New England Journal of Medicine on technology investment initiatives 2018-2019. *For an IT services co, set up a woman-owned entity in that has captured more than $10M in incremental revenue through Q1 2017, and designed a sales training program/process to help integrate a merged sales force of 150 people.* Raised $5M for Australian coconut coir absorbent mfgr. Launched US business by securing distribution deals through Grainger, Fastenal and others, hired sales force, and gained "New Product of the Year" award all in 2015.* Developed sales & mktg plan for an innovation consultancy’s medical technologies business. Delivered more than $1M in new business in 6 months. * Re-tooled sales org for $100M seafood distributor in 2011. Developed sales and mktg strategy, hired new reps, provided sales and sales mgt training, created new compensation plan and installed CRM for pipeline mgt. and metrics. 2018 sales exceeded $200M.* COO for early-stage wastewater treatment co. Wrote business plan, secured customers, strategic partners and funding commitments for new clean technology based on microbial fuel cells. * Raised $6.5M in 2008 for a financial software co. with Goldman Sachs, Susquehanna. Helped build sales channels and licensing deals with Credit Suisse, Merrill Lynch and GS. Advised CEO, hired Sales VP.

Initiative for a Competitive Inner City (ICIC) drives inclusive economic prosperity in under-resourced communities through innovative research and programs to create jobs, income, and wealth for local residents. Founded in 1994 by Harvard Business School Professor Michael Porter, the Initiative for a Competitive Inner City is a national nonprofit research and advisory organization and the leading authority on U.S. under-resourced economies and the businesses that thrive there.

The FBE is backed by The Boston Foundation, Eastern Bank and Bain Capital. Our work is focused on identifying, investing in and fostering an environment of support, inclusion and growth for Black and LatinX entrepreneurs. As a Strategic Advisor, I have directly managed several engagements with minority-led businesses to help them navigate and survive Covid-related challenges, and to develop and oversee growth plans to help them grow and thrive going forward.

Helping business owners achieve maximum value at exit.

Selected to develop vision and strategy for marketing Executive Education to reverse declining trend. Leveraged the organization’s entrepreneurial strengths to align those capabilities to market needs.• Exceeded US Corporate custom programming goal.• Developed and launched new break through innovation practice for corporations in collaboration with faculty and team.• Developed innovative SME and start up programs.• Instrumental in securing new clients.

Investment banking professional working with entrepreneurial founders, owners, CEO’s and their management teams to maximize enterprise value, providing growth strategy, capital raise and preparation services for successful exits. Series 79 and Series 63 certified.

P&L responsibility for U.S Operations, a $55M division of $120M Kewill Systems. Responsibilities included Sales, Channel Development and Support for the unit's 35,000 customers. Exceeded revenue and profitability targets 8 out of 9 quarters. KEC grew from $6M to $54M during this 2 1/2 year time frame.

Increasingly responsible sales, business development and leadership positions (5 years living and working internationally) for this Fortune 150 company. Key contributor to RRD's "incubator" for new information service technologies and businesses, developing new strategic growth businesses for RRD.