Tapped as consultant tasked with helming all aspects of business development and investor relations, working closely with the CEO to set and drive the organizational vision and operational strategy for the new age real estate brokerage and prop-tech organization. Oversees newly launched subsidiary, holding accountability for establishing partnerships, creating revenue-generating technology solutions, and building future-focused programs that drive rapid and sustainable growth across the US.• Brought on board as a consultant, heading the development and expansion of a national recruiting network, taking the organization from five to 25 recruiters with continued growth to 450+ agents in 2022.• Identifies investor opportunities and capital raises, including sourcing and introducing the company to credit providers.• Spearheaded the development of a lead generation platform in partnership with LendingTree, significantly expanding the company footprint and driving future growth.• Deployed $3M+ in loans with alternative repayment options.

Driving force behind the development and execution of a complex investor relations strategy for the world leader in the provision of completion contracts to the entertainment industry. Directly responsible for performing as the day-to-day representative to sell-side analysts, investors, and financial media, effectively managing external PR/IR agencies and a robust vendor portfolio. Traveled extensively to international locations, serving as spokesperson, liaison, and SME on reporting infrastructure and operational excellence.• Contributed to enhancing operating efficiencies in collaboration with the CEO, successfully reducing costs by 18%.• Assisted the company in gaining valuable exposure through relationships and trade shows, driving additional revenue.• Delivered advisory on international listing requirements of London’s AIM exchange to Executive team and Board of Directors.• Led and evaluated investor and analyst perception/sentiment reports, stock ownership changes, stock price activity, and valuable shareholder analysis to Executive Team and Board of Directors.• Commenced company delisting process, introducing potential banking and investor opportunities to provide liquidity solution.

Joined the leading structured and life settlement investment company post IPO as Director and member of the disclosure and fair value committees, quickly promoting to the Executive Team to lead business and corporate development, investor relations, and crisis communication. Developed and executed a comprehensive investor relations strategy, working closely with legal, marketing, and sales to create messaging, press releases, presentations, and annual reports. Cultivated and maintained high-touch relationships with external stakeholders and provided feedback to CEO, CFO, and Board of Directors to continually evolve and grow the organization.• Directly managed $250M+ in capital raises, utilizing various financial instruments, including equity rights, convertible debt, and senior secured debt to new and existing investors during ultra-challenging times.• Primary spokesperson for life and structured settlements, serving as trusted advisor and knowledge resource for a $3B portfolio, providing expertise in fair value accounting, probability forecasting, and accounting practices.• Drove portfolio revenue growth by expanding existing relationships and providing quantitative analysis to the portfolio committee to successfully lower discount rates.• Guided the company through multiple government investigations, including SEC, DOJ, and IRS, while rebuilding and maintaining investor confidence and numerous capital raising efforts.• Launched a successful rebranding initiative post-government investigation, including a new logo, company name, and image.• Aided in “change of control” process to sell the company, including marketing to potential investors and banks.• Worked on the sale of the structured settlement business, creating and facilitating initial meetings with executives and key decision-makers of investment giants JG Wentworth and Blackstone.

Served as a consultant for the investor relations, financial marketing, and advisory services organization, providing expertise and support to China-based companies in the execution of reverse mergers. Thrived during an ultra-challenging time, expanding the client portfolio by effectively handling investor relations, annual reporting, earnings releases, conference call scripts, and non-deal roadshows.• Traveled to Beijing to enhance the company footprint and nurture accounts, providing hands-on support in reverse mergers.• Spearheaded the IPO process for three companies.

Officer, Investor Relations & Corporate Communications

Provided IR counseling to numerous technology companies including, DoubleClick, Viacom, CBS. and Blockbuster.

Investor marketing for small cap West coast based public companies.