Member of the executive team and leader of AIA Contract Documents’ (ACD) partnership and corporate development strategies. Responsible for identifying and maintaining pipeline of strategic and integration partnerships opportunities for the business. Additionally, work directly with private equity investors to identify and recruit potential M&A targets. Collaborate with executive team colleagues and accountable for revenue performance, market development, competitive intelligence, and key results. Selected Achievements:- Successfully renegotiated legacy partner contract driving 10X increase in revenue.- Collaborate with executive team to identify key market and product strategies to drive ARR growth including business case development. - Build strategic relationships with potential channel and integration partners to identify key partnership opportunities for the business achieving 200% of goal in FY23.- Manage and track potential M&A targets for business and monitor targets' financial performance and trends- Developed company partnerships playbook aligned to strategic objectives and performance metrics.- Secured technology partner to support the development of business’ partnership integration strategy to be deployed as part of future product roadmap.- Monitor, research, and develop intelligence on emerging trends and disruptive companies relevant to the business and construction technology ecosystem to drive company growth strategies.

Leader of the American Institute of Architects’ (AIA) new business, corporate and product development strategies. Responsible for maintaining a pipeline of organic and in-organic growth opportunities to generate revenue within the organization, driving and maintaining mature business and next generation enterprises for a 94k member professional association. Direct the sales and development functions of AIA’s startup programs, specifically, ArchiPrep and learning programs. Accountable for the sales performance, market development, competitive intelligence, portfolio management and revenue forecast for the product line and business team. Selected Achievements:- Successfully led all aspects of the AIA’s Contract Documents strategic business transaction with True Wind Capital, the largest deal in AIA’s tenure.- Lead the research of analysis in the Architecture, Engineering & Construction (AECO) markets and report on industry and competitive developments and translate into actionable insights to drive strategic initiatives.- Manage the full lifecycle of investment/M&A and partnership opportunities through sourcing, execution, negotiation and due diligence, including financial modeling and business plan evaluation.- Craft and deliver insightful oral and written recommendations on the strategic fit of projects or investment opportunities and present the relevant analysis to stakeholders.- Collaborate across corporate teams within the AIA to be more effective in enterprise portfolio management, new product development processes and general business acumen leading to sustainable products and services.

Led all business strategy and development activities across the 600+ employee, $190MM+ revenue healthcare academic association. Served as key leader for a cross-organization team focused on developing enterprise portfolio management strategy to support business decisions and mission optimization efforts. Co-created and led, Convey, AAMC’s tech enabled system transforming the experience for physicians and researchers to manage their financial interest reporting requirements. Selected Achievements:- Developed and implemented AAMC Engagement Solutions, the consulting services of the AAMC, leading to new revenue for the association in its first year of operations. - Responsible for securing one of AAMC’s first business partnership with a for-profit entity to support a mobile medical education application start-up.- Worked directly with one medical school’s executive leadership to support their institution’s transformation activities after two years of significant financial losses. Strategized to align operations to focus on efficiencies while nurturing growth assets. - Partnered with internal team leaders to conduct due diligence and business valuation activities of potential merger and acquisition targets.- Led a team with roles focusing on innovation development, design thinking, strategic partnerships, new business initiatives, and market research.

Provide strategic business and intellectual asset management counsel to StreamShare principals.

Managed TreMonti’s intellectual asset management consulting practice in academic research organizations across various markets of the United States. Directed the sales and business development functions of TreMonti’s offerings, supporting the growth of new clients and service products. Utilized sales tactics and state-of-the-art tools to commercialize a wide spectrum of intellectual property owned by TreMonti’s clients. Identified commercial collaboration and licensing partners in the mobile application arts, consumer products, pharmaceuticals, biotech, software and IT markets for clients’ intellectual asset portfolios. Selected Achievements:- Responsible for managing 40% of all client engagements and revenue opportunities.- Acted as main client liaison under company's GSA contract to a U.S. government agency's Technology Transfer Program and other university clients outsource engagements.- Served as marketing and business development lead for a TreMonti invested start-up company.- Led the expansion of the practice in the state of Texas, including opening an office in Fort Worth. - Managed the development of TreMonti’s Precious Works licensing service line.

Served as the lead for all marketing, business development and operations for a $6MM revenue marketing and strategic communications company. Expanded the company’s client based by attracting and retaining new opportunities across the non-profit sector focusing on green and environmental initiatives, social causes and professional associations.Selected Achievements:- Devised penetration strategies and implemented firm’s marketing plans on branding, communications and interactive content, strategic development, and client relationship building., - Identified new business opportunities and secured over $200,000 net revenue under one year within the private, public and non-profit sectors.- Orchestrated aggressive marketing and development events, increasing human capital from nine to 14 employees within six months.- Oversaw finance, human resources and IT functions.- Analyzed financial management reports to ensure firm’s financial stability and ongoing growth.

- Managed all financial and administrative operations for the office, including human resources.- Reconciled and provided monthly and yearly financial reporting to the Vice President.- Developed and managed the operating budget, patent budget and licensing income.- Liaised with University licensees and inventors regarding royalty reporting and finances.- Worked with University general accounting to improve legal expense tracking system.- Directed licensing managers on finances related to University patents and technologies.- Tracked and managed licensed product development and royalty income.

- Managed daily office administration and financial operations.- Coordinated marketing and development efforts to garner new licensing opportunities.- Assisted in the preparation of a two-day conference between the University, local industry, research organizations and transatlantic partners.

- Accountable for prospecting, marketing, and calling upon new business clients.- Provided marketing support to senior level account executives on client projects.- Successfully secured several new business accounts by providing excellent service and knowledge of risk management techniques.- Completed the State Auto Insurance Co. Pacesetter producer program.- Successfully passed the State of Ohio Property and Casualty Insurance Licensing exam, including the necessary 20 C.E. hours to meet the two-year license requirement.