Community Capital Technology is a digital loan trading exchange providing a simpler, more cost- effective, and transparent way to buy, sell, and/or participate out loans of any type.Our proprietary solution provides banks, credit unions, and other third-parties, access to a highly- liquid nationwide marketplace and analytics toolset to drive better, faster decision-making and higher transactional success rates in the purchase, sale, and evaluation of loans across the secondary market – whether whole loans, pools, or participations.• Signed the company’s largest and most profitable private label marketplace client. Relationship generates $120K+ in base revenue with potential transaction revenue of $5MM+ per year• Developed an outbound lead generation campaign with an external vendor, translated over 500 fringe prospects into nearly 25 new business opportunities in under 75 days, ROI on the campaign is expected to exceed 200% in the first year• Migrated the company CRM from Salesforce.com to Hubspot in order to improve flexibility in sales pipeline designs and improve e-mail marketing capabilities• Created a commercial excellence methodology, including sales prospect databases tied to market segmentation strategy, sales pipelines stages, and activity & conversion metrics tied to quarterly revenue forecast• Authored numerous client case studies to highlight loan marketplace capabilities, enabling sales team with success stories to better engage clients and prospects

• Created the market sizing, market channel segmentation and financial forecast model for use in investor capital raises. Forecast included sales plans for direct prospect calling, partner programs, analytics products, and sources & uses of cash• Partnered with the CEO and COO to help raise over $2.5MM in early round capital investments from external investors

Spearheaded the annual 3-year strategic plan for a $50B Commercial Bank. Responsible for the overall presentation of the plan to business leadership, as well as the execution of select underlying new market and product initiatives.• Led a cross-functional team focused on increasing low-cost deposit business; marketing & portfolio analysis led team to focus on four key sectors; developed go-to-market plan for each, on track to deliver $2 billion in deposit growth.• Championed a cross-functional team to redesign the go-to-market strategy for a national sales team of 150+ colleagues with 2,000+ clients. Shifted to a dynamic model based primarily on geography, with secondary focus on industry and prospect size. Results included localized decision making, and the ability to more easily leverage company-wide internal expertise for clients and prospects.• Facilitated an initiative to expand the geographic sales footprint into the Southeastern United States; included analysis of market opportunity and competitive dynamics. Recommended expansion into three specific MSAs, to-date initiative has delivered $1B+ in asset growth from a near zero base.• Created a relationship retention program including a multivariate regression analysis to identify at-risk accounts, and a review process to develop customized relationship retention plans; generated $8MM in year one pre-tax income.

Led an extended team of 20 marketing professionals in all aspects of marketing (strategic marketing, sales force effectiveness, marketing communications, and customer programs) supporting a corporate lending and equipment finance business with a 130+ person sales team, 2,500+ customers, and $12B in assets.• Spearheaded the evolution of a generalist direct sales team to a more focused industry domain go- to-market strategy; 60% of business now focused on industry/product expertise. Domain model proven through expanded list of target companies, increased asset originations, and improved transaction win rates.• Evolved the sales force effectiveness team to be more focused on key metrics and value added analytics; lending and equipment performance both managed from live-feed dashboards utilized by sales leadership on a weekly basis; able to influence the expansion of sales headcount through ready analysis of coverage metrics and sales territory design.• Revamped the external communications strategy of the business to focus on industry and product expertise; leveraged direct e-mail marketing, public relations, print & digital advertising, and social media to convey the expertise of the business to selected target markets. Progress measured in elevated awareness, increased impressions, and higher click-through rates.

Led a team of nine individuals responsible for all marketing activities for a healthcare focused commercial finance business with 40+ person sales force, 600+ customers, and $11B in assets.• Managed a team in the development of a new print and digital advertising strategy highlighting the industry expertise of the business as the competitive differentiator across key healthcare sub-sectors (healthcare services, medical devices, biotechnology/pharmaceuticals, long-term care and skilled nursing)• Created a series of customer industry conferences highlighting thought leadership in the healthcare industry, the results of which have helped drive new business in key sub-sectors such as healthcare services and biotechnology/pharmaceuticals

• Led a cross-functional team in the development and implementation of a real estate debt construction product; product was designed to generate $100MM+ in annual asset originations.• Managed a cross-functional team in the development of a clinical services consulting product for the long-term care industry, product enabled the organization to generate ~$1 million in annual fees.• Evaluated 30+ new market and product ideas for 2005-2007; implementation of selected ideas helped generate more than $700 million in new asset volume in 2005-2008.

• Leading National Residential Mortgage Company - Led a joint consultant and client team in the creation of a strategy to combine single-family mortgage pricing practices in three legacy lines of business; developed a pricing process which considers both portfolio and secondary markets pricing requirements with a focus on improving profitability• Fortune 500 Defense Contractor - Directed the financial benchmarking of a competitor in the shipbuilding industry, and the development of a low rate production strategy in a market that is decreasing by 50%; identified and developed implementation plans for savings tied to overhead reduction and outsourcing of non-core activities• Leading Business Software Developer – Led a consultant and client team in the benchmarking of the client’s product portfolio vs. customer needs and competitor products. Results led to the discontinuation of unprofitable products and a repositioning of the product portfolio bundled to serve customer needs.

• Heath Care Information Technology Provider - Managed a joint consultant and client team in customer needs analysis, market segmentation, and financial review of client’s product portfolio in the health care information technology market; Developed recommendations which included the sale of two lines of business, and a strategic plan to reinvest in growth markets• Energy Industry Services Provider - Led a consultant team in performing market and financial due diligence for the acquisition of a $50 million company; conducted a market interview campaign and secondary market research to size the company’s target market, identify market growth opportunities, and develop a financial model used to set the target acquisition price; results used to reduce acquisition price for target company by 5%• US Based Automotive OEM - Analyzed product line-up, and cost structure for client’s four major competitors in the North America, results identified new product development and cost savings opportunities

• Government Agency – Developed analysis which highlighted the workload shift associated with optimizing the call center strategy for the organization; highlighted potential cost savings in excess of $10MM

• Completed credit analysis for commercial real estate and corporate lending requests, ranging from $500K to $500MM• Managed a joint venture, including marketing and underwriting responsibilities, generating $5 million in annual commercial mortgage originations• Performed due diligence on over $500 million in commercial mortgages sold to institutional investors and through commercial mortgage backed securities ("CMBS") transactions• Developed the organizational standard for analytic evaluation of private equity investments

• Completed a six-month corporate finance and commercial real estate credit underwriting training program• Assisted in the initiation of customer relationships, analyzed commercial loan requests and presented lending recommendations to senior loan committee• Responsible for managing a $200MM portfolio of corporate loan facilities for companies in various industry segments