Chief Operating Officer at an equity-based crowdfunding platform.Defining strategic short- and long-term objectives for new, innovative investment platform, with focus on high quality, measurable results and sustainable growth. Establishing benchmarks and metrics for financial success based on my financial model which demonstrated $2M EBIT in five years. Coordinated website build-out, testing & content creation; maximizing UX & UI for streamlined investment process. Establishing policies and procedures; building out company wide operational documents for year-round management of platform.

Chief Operating Officer at a venture capital fund investing in impact companies. Developing robust financial model to present to potential limited partners; fund’s investment strategy based on my financial model, which demonstrates 20% IRR in 7 years. Perform qualitative and quantitative due diligence on early stage, private potential portfolio companies & give strategic investment recommendations. Analyzed high net worth investors & their investment behavior to establish company messaging; strategically crafted investor pitch deck to effectively attract investors. Manage process flow with investors and issuers, including wire transfers and documentation process; handle investor & company relationship management & communications.

Marketing Intern at wine kegging and logistics company. Conducted market research & analysis in order to gather insights and uncover misconceptions of the wine on tap market. Created surveys targeting wine representative and consumers in key geographic markets. Developed strategic social media and event marketing plans, rolled out in 2013, with few financial resources. Crafted plans and step-by-step process with focus on results driven objectives.

Designed new social enterprise arm of company to provide fresh produce to food insecure populations across the United States. Created financial planning model, complete with ROI, SROI & NPV, which demonstrated over $500K net income in 5 years. Developed strategic implementation plan that leveraged existing supply chain and B2B model for pilot program.

Researched market segmentation and identified target market and strategic corporate sponsors using data analytics, SWOT & competitive analyses. Delivered tactical marketing plan targeting increased readership by 20% per month and revenues by 50% in one year; execution resulted in exceeding expectations.

Supervisor at new community focused pizzeria. Collaborated with founder to develop strategic implementation plan; created training tools for over 30 new hires, defined and communicated company culture & messaging. Established company wide policy & procedures to optimize customer experience & internal communications; trained opening front of house staff. Identified inefficiencies; streamlined food production & delivery processes, avoiding waste & improving operational effectiveness.

Constructed comprehensive financial and planning model to enable sustainable growth of the business. Analysis included break even for full 21-product line & 24-month revenue forecast. Model allowed management to uncover opportunities that led to expansion of 3 new retail locations & increased regional sales geography.

Supervisor at prominent locally sourced, sustainable restaurant. Managed staff of 10+ employees per shift at restaurant with sales over $4 million annually. Built strong relationships & facilitated problem solving between disparate departments within the organization; resulted in increased productivity and enhanced customer experience. Rapidly transitioned from server to supervisor; responsibilities included new employee screening and on-boarding, and customer relationship management.

Health + Fitness Coach & Group Exercise Instructor at Club One managed fitness center. Designed and instructed a host of innovative and effective group and individual exercise classes and regimens. Personal class attendance increased 150% within 8 months due to interpersonal & motivational skills and results oriented culture of classes. Classes included Spin, Cycle & Sculpt, Boot Camp, Hard Core, Ski & Snowboard Conditioning. Coached over 125 clients; demonstrated results included weight loss, stress reduction, muscle gain and increase in energy.