Kurt Peterson Email and Phone Number

Firm leader with a current total of sourcing over $1.3B in total project costs during my current tenure. Utlize credits and incentives to encourage growth in manufacturing, healthcare, community services and access to food via New Markets Tax Credits and Historic Tax Credits. Also local, state and other relevant incentives. Ryan represents 96% of the companies that make up the Dow Jones Industrial Average.

Position was a Covid casualty. A 113-year-old architecture, interior design and master planning firm with headquarters in Milwaukee and offices in Madison and Denver. Specializes in workplace, healthcare, learning, living, science & technology, and entertainment industries. Ranked as one of the top firms in Wisconsin in revenue.National business developer responsible for relationship management, uncovering market opportunities and developing sales strategies for matrixed geographically-disperse offices.

Based within Baker Tilly Capital, a FINRA regulated investment bank, the Transactions Incentives Advisory Practice area sources government and alternative capital for new and expansion projects.Leader of national business development effort for Incentives Advisory practice. Designed business strategies to launch new initiatives. Utilized matrixed strategy dubbed “Comprehensive Capital”. Eliminated "silos" and approached the marketplace by sourcing funds via New Markets Tax Credits, State, Local, PACE, Opportunity Zones, EB5, and LIHTC practice areas into a combined sales approach. Developed processes, presentations, proof-of-value pieces, and strategic plans to approach target market. Some Highlights:• Built and managed a national business development team. Determined objectives, sales process, marketing tactics, coaching, and recorded progress in CRM.(Salesforce)• Sourced projects worth more than $153M in new project business for FY ended May 2018• Launched new National Negotiated Incentives practice area increasing revenue three fold.• Provided, researched, and vetted more than 300 qualified projects for Community Development Entity client NMTC applications.• Supported a “Grow from Who We Know” Partner Referral Program involving 300 principals, uncovering potential incentives advisory projects

Directed up to thirty business consultants, three sales managers, and eight national sales offices. Developed and implemented detailed multimedia sales plans utilizing the company’s broadcast, digital, event, and non-traditional revenue assets in an integrated approach. Working with up to six Brand Managers, originated innovative marketing strategies that required collaboration with all departments within the organization. Some Highlights:• Directed local and national teams for a $60M multimedia facility• Generated more than $270,000,000 million in cumulative gross revenue during tenure• Achieved #1 ranked annual total market share for the entire employment period• Consistently ranked in the top 10% of all mid-sized markets for monthly market revenue share delivery• High level expertise utilizing sophisticated inventory management and CRM tools.

Currently a not for profit SCORE volunteer. I enjoy helping entrepreneurs start small businesses and achieve new levels of success in their existing businesses. It’s a way to and pass on business advice based upon my experience and knowledge.

Collaborated with developers to research, identify, and create an innovative social media management platform. Product features targeted the needs of small and medium sized business units (SMBs). Directed development of a business plan, sales strategy and revenue models based upon a firm understanding of the SMB marketplace. Provided expertise for facilitation of client on-boarding, pricing, training, and service systems. Company sold in July 2013.

Series 7, Series 63, Series 6