Secured $500,000 in proprietary firm capital by successfully passing evaluations trading Nasdaq e-mini futures contracts, demonstrating proficiency in market analysis and trading strategies to achieve financial milestones.

- Analyzed customer needs, competitive environment, and industry trends to develop a comprehensive sales and marketing strategy increasing revenues by 5100%, growing from $115,000 to $8,000,000 from 2015 to 2022.- Expanded product offering to include commercial cooking equipment and introduced CAD design layouts which boosted average sales price by 364%, from $14,000 to $65,000.Enhanced company scalability by implementing HubSpot CRM software helping to increase units sold by 1444%, from 8 to 123.- Qualified over 6,000 prospects annually, focusing on finding clients who are a good fit. Personally closed $2 million in 2021 and $5 million in 2022.- Developed inbound marketing program including buyer personas, content plan, sales processes, autoresponders, checklists, and drip campaigns. Improved customer quality and alignment, enhancing market engagement.- Advised customers on best practices for designing and opening food trailer businesses which helped achieve 4.7-star average Google review, fostering customer success and satisfaction.- Led sales team utilizing collaboration tools within HubSpot CRM. Achieved low turnover and high job satisfaction among team members.- Managed branding redesign from Trailerbid.com to Custom Trailer Pros. Implemented new website, messaging, logo, color scheme, and customer experience, enhancing brand awareness and perception.- Designed and implemented the first electronic quoting system, replacing paper-based methods. Provided quotes to customers 4 days earlier on average compared to competitors, improving efficiency and customer satisfaction.

Summary: Bulk Food International is an innovative new company that offers clients the ability to purchase bulk food commodities in 1,800 pound containers as a tangible investment and store them in an underground facility in the Kansas City area- Spearheaded strategic planning by developing and implementing comprehensive plan, defining vision, andmission resulting in 25% increase in company vision alignment- Revolutionized digital marketing by developing and executing digital marketing strategy resulting in 500% growth in email list subscribers- Led content marketing initiative by creating weekly online videos on the benefits of bulk food storage increasing leads 50%- Produced agricultural market newsletter by conducting market research & analysis, writing copy, and creatingemail layouts increasing customer retention by 25%

- Founded RIA firm from inception, including company formation, operating agreement, and business plandevelopment. Achieved compliance with regulatory requirements and obtained RIA filing/approval from Kansas Securities Commissioner within 35 days. Established business systems and selected custodian platform to ensure operational readiness.- Served as Portfolio Manager, developing portfolio allocations heavily weighted towards equities. Achieved a 34% increase in portfolio gains, outperforming market benchmarks and delivering strong returns for clients.- Raised $15 million in seed capital for a managed futures hedge fund. Targeted high net worth individuals seekingstable returns, demonstrating effective fundraising and investor relations skills.

- Developed standard portfolios across key asset classes within the natural resources sector. Enhanced portfolio diversification and strategic alignment with market trends.- Designed and implemented a system for conducting daily and weekly technical analysis on all tracked securities. Improved decision-making processes and responsiveness to market movements.- Provided critical input to the investment committee regarding optimal timing for entry and exit strategies based on technical analysis. Contributed to informed investment decisions and maximized portfolio performance.

- Obtained Series 7 and Series 66 licenses, demonstrating proficiency in securities trading and investment advisory services. Maintained compliance with regulatory standards and upheld fiduciary responsibilities to clients.- Created portfolios focused on tangible assets, including precious metals and natural resources, tailored to client investment goals. Successfully raised over $2 million in capital for clients within the first six months of portfolio management.

Summary: Worked as a management consultant for various small to medium sized firms. Sample projects include:CF Bean Dredging Project: CF Bean is a 65 year old dredging contractor. They were coming off a seven year joint venture with a large Dutch dredging firm and needed to reestablish themselves as a standalone company. I worked as a senior adviser to the chairman and the CEO. Using my product management skills, I analyzed the industry dynamics and company financials. I helped the management team realize that they needed to sell the competitive slot before industry competitors realized they were in financial distress. Selling assets that made the company the #3 competitor in the industry nationwide allowed company to garner 66% increase in value.Silverman Construction Program Management Project: Silverman CPM provides construction program management for non-profit and government entities in the Atlanta area. Arnie Silverman was the 2006 "Small Businessman of the Year" in Atlanta. The issue we faced was the whole company ran through him and he needed help building a business system that could operate without him at the center. We went through the product development process to systematize the service Silverman offers to their clients. We documented the system for each phase of the construction project, aggregated all templates, implemented a project management software and trained the entire team.

Summary: I was recruited to join Body Ecology by a former manager of mine from GE. I had seen a major health improvement of my son when he had started using a similar health philosophy a year earlier. Awarded 10% of the company, my partner and I had an agreement with the majority owner that we would diligently put a plan together and grow the business with the idea of purchasing it from her down the road. Product Strategy: -Conducted a complete financial analysis of all products -Deep dive of on areas of concern and opportunities for growth-Formulated new product strategy based upon higher margin products with a much greater focus on customer education of product benefits. -Developed product road maps for new products that would fit with new education focus-Identified the major new trend that customer was looking for an online relationship and continuous education and supportProduct Management:-Conducted complete pricing evaluation of all products relative to product value to customer and competition-Led product development projects including business case definition, product specifications, samples, label creation, creative, copy, forecast and promotionBranding: -Identified the undervalued asset of the corporate brand and personality of the owner to the female -30-70 year old demographic-Worked with outside agency to completely redesign the Body Ecology branding and messaging-Created new font, logo, color scheme, website, sales collateral, and overall message-Developed overall product branding strategy across all product linesProduct Marketing Strategy:-Relaunched all major product lines through cross promotion with website and newsletter-Worked with partner newsletter to promote new marketing message through partner channelsProcess Improvement:-Redefined product development process cutting product development time from 4 months to 2 months-Created written manual of new process

Product manager responsible for $40m sub-acute patient monitor business. Direct responsibility for achieving sales growth through strategic planning, global product development, sales training and strategic partnerships. Developed relationships and interfaced with all facets of the business including: marketing communications, R&D, manufacturing, service, finance, sales, supply chain, purchasing and regulatory departments. Some of my accomplishments include:Product Strategy: Hired leading market research firm to conduct market research on future trends in vital signs market. I managed the project and helped design surveys, conduct focus groups, analyze data and develop conclusions. Developed product road map based upon market research and voice of customer data resulting in sales increase of 37%Product Management: Full product ownership. Managed pricing strategy, worked closely assisting sales team, resolved complaints, developed marketing materials and insured brand compliance.Product Development: Developed marketing product proposal plan for future product development. Put together business case. Worked with engineering to make product trade-offs during product design. Developed patient monitor to be sold exclusively in China. Worked with Chinese marketing and engineering teams to develop product proposal.Product Marketing Strategy: Developed marketing and product branding strategy. Developed promotion and launch strategy for new products. Trained sales force in new products functionality and marketing message.Strategic Partnerships: Developed strategic partnership with Care Fusion to connect our vital signs monitors with their point of care solutions. Negotiated deal, went on joint sales calls and developed joint marketing message.

SourceTrak was an online marketplace with the purpose of helping large companies reduce their expenses for indirect goods and services. Product Manager responsible for prioritizing customer requirement to product development. Initiated and developed strategic partnership with expense reduction services of purchasing consultants. Created and maintained competitive intelligence database.Product Strategy: responsible for prioritizing customer requirements for product development team. Competitive Analysis: put together extensive database of competitors including key product features and financial metrics.

Responsible for brokering lease financing deals between local companies and international lessors.