Katie Neilson Email & Phone Number

Stay in Bloom is a retail location specializing in Large Events and Day-to-Day florals and gifts.

A white-labeled self-serve SPV engine to affordably run deals your way.Over 20 years of experience makes Sally the most knowledgeable automated SPV platform. We know what it takes to successfully run SPVs. From legal, tax, and accounting to compliance, banking, and admin, Sally streamlines each step of the process. Sally, Venture Forth!

Directed day-to-day operations of fintech platform pioneer managing multibillions in AUM across 9,000+ entities while leading 200+ professionals. Built a team of 5 C-suite leaders and oversaw business services side of organization across 11-year timespan with Assure. Contributed to product development of proprietary technology platform; implemented and migrated to new accounting systems; mentored startup community; engaged in key fundraising discussions; conducted diligent reviews for potential acquisitions; and directed change management initiatives to mitigate resistance and drive culture of continuous improvement.• Spearheaded implementation of customer experience plan that ensured chat responses in under 15 seconds, 2-hour email turnarounds, and 95% phone response rate.• Led presentation and negotiation for potential acquisitions in 2022, enhancing portfolio and growth opportunities.

Pioneered transformative brand strategy, shifting from professional services model to technology-driven approach; designed and led creation of next-generation B2B and B2C platform. Developed sister company law firm to expedite legal process and revolutionized industry by providing free legal documents, establishing automated service that reinforced company's position as disruptive force in market. Led acquisition of Boom Startup in 2019 and hired managing director in 2021. • Led engaging marketing effort through podcasts, blogs, and virtual quarterly conference, reaching 1,000+ quarterly unique attendees to increase brand visibility.• Achieved dramatic surge in Marketing Qualified Leads (MQLs) from 75 to 1,500+ per month and increased monthly average of Service Agreements (SAs) from 15 to 48, reflecting powerful sales performance and market penetration.

Led diverse team of 55, overseeing all financial operations including invoicing, AP, AR, and financial reporting, while managing growing budget from $0 to multimillions. Formulated powerful mission statement and established core values and cultural competencies, instilling sense of purpose and unified culture across organization; directed hiring process from 2014 and team expansion in 2018. Pivoted to technology-focused strategy in 2016 and transitioned to operational role in 2018 to manage administrative, finance, and operations. • Transformed brand strategy 3X as company matured, aligning with market positioning while boosting brand equity.• Launched in-house technology team and led development of product that saved 40 hours per week in operational time.

Winston-Salem, Nc, Us

Managed the supply chain of 5 global brands from production to consumer. Was on the women and diversity in the workplace committee, the recruiting committee and was the Trademark legal aid for the division.

Winston-Salem, Nc, Us

Assisted the Hanes Her Way marketing department with daily activities including market research, market analysis, presentation creation, tracking of production, etc.

Winston-Salem, Nc, Us

Managed all wellness programs for the Hanes Brands site which included coordination with all service provider, marketing to the employees, event planning and implementation, payment processing and scheduling.

Was employee #4 for a venture backed technology startup in Salt Lake City, Utah which included managing all of the financials for the entities, investor relations, marketing, pr, product market fit and beta testing.

Executive Mba

Bachelor Of Science - Bs, Geography