Optimum Dynamics LLC is a management consultancy that advises leaders how to evolve their business growth strategy, scale-up effectively, solve growth challenges, create and deliver value in new ways, improve results for the organization, and expand their impact.

The ACTION Innovation Network is a collaborative network of technology business incubators and other entrepreneur support organizations.• Implement multiple organizational objectives for an association of technology business incubators.• Created program that connects startup companies with the right incubator resources throughout the member network. Manage the program, conduct interviews with entrepreneurs to identify business resource needs, and manage the process with incubator… Show more The ACTION Innovation Network is a collaborative network of technology business incubators and other entrepreneur support organizations.• Implement multiple organizational objectives for an association of technology business incubators.• Created program that connects startup companies with the right incubator resources throughout the member network. Manage the program, conduct interviews with entrepreneurs to identify business resource needs, and manage the process with incubator directors resulting in best-match connections with incubators.• Facilitated senior executive level working groups and teams to achieve fundraising, marketing, and member growth goals.• Helped recruit and manage interns.• Establish and manage new member and sponsor relationships. • Helped write grant proposals, and implement grant programs.• Develop partnerships with entrepreneurship industry organizations, expanding visibility and reach of programs.• Represent ACTION at industry conferences and events. Show less

Technology Business Incubator- Fundraising volunteerResearched grant funding opportunities for a business incubator and startup companies, helping identify funding opportunities for early-stage companies commercializing technology innovations.

• Developed new business opportunities within regional sales territory, building relationships with owners of wealth and investment management firms, through networking, travel throughout the sales region, client referrals, and marketing initiatives. Conducted business model profiling & analysis to understand client business needs and goals.• Identified the set of services and resources provided by the institutional brokerage services platform that delivered maximum value to clients, which… Show more • Developed new business opportunities within regional sales territory, building relationships with owners of wealth and investment management firms, through networking, travel throughout the sales region, client referrals, and marketing initiatives. Conducted business model profiling & analysis to understand client business needs and goals.• Identified the set of services and resources provided by the institutional brokerage services platform that delivered maximum value to clients, which included a wide range of investment portfolio management software tools, investment products and services, and practice management solutions.• Managed the consultative sales process with executive decision makers and multiple influencers, presenting product and service solutions, conducting negotiations, finalizing client agreements, and coordinating implementation.• Achieved growth of client accounts as the client relationship manager, by maximizing clients’ service utilization and value.• Recognized by clients for providing service excellence. • Coached a group of new hires on best practices for success in the position. Show less

Inside Wholesaler• Generated new business with Broker/Dealer relationships within assigned sales territory. Developed new prospects, analyzed client needs, and presented investment solutions to grow mutual fund sales. Partnered with the Outside Wholesaler to manage sales territory.Account Executive• Provided customer service and marketing support to Broker/Dealer registered representatives. Investor Representative• Provided customer service to mutual fund individual… Show more Inside Wholesaler• Generated new business with Broker/Dealer relationships within assigned sales territory. Developed new prospects, analyzed client needs, and presented investment solutions to grow mutual fund sales. Partnered with the Outside Wholesaler to manage sales territory.Account Executive• Provided customer service and marketing support to Broker/Dealer registered representatives. Investor Representative• Provided customer service to mutual fund individual investors. Launched the Focus Fund initiative, improving mutual fund marketing knowledge of the team. Show less