[Y] Impact Ventures is an impact investment and advisory firm that focuses on 3 main areas that impact society and culture:1) Housing: Our focus is driving social good and financial return by increasing the value of housing through community building. Specifically, we invest in and support co-living communities personally and professionally with lifestyle and interest-specific tools, resources, networks, and connections to help them succeed as part of their housing arrangement. 2) Technology: We invest and build technology that bolsters the communities we're involved with. Also, we have an increased focus on building and/or supporting technology impacting our society including AI and related strategic intelligence software. 3) Media & Film: We support various individual projects and large-scale efforts that strive to promote positivity and virtue. Learn more at yimpactventures.com

As part of [Y] Impact Ventures, I'm a special consultant for Julius Capital for investment and advisory projects that have an intersection between real estate and intentional community design and development. We'll merge creative deal structure and tax-advantaged capital stacks for the benefit of an organization and the community they serve.Julius Capital is a firm passionate about helping nonprofit organizations realize and expand their mission through responsible stewardship of their financial resources. They understand the unique challenges and advantages nonprofit and mission-based entities face when it comes to funding projects and structuring transactions. Julius Capital creates tailored funding solutions in a fashion that allows organizations to maximize their available resources and optimally benefit from their tax status. Learn more at juliuscapital.com

The Lumen Institute is a non-profit organization that provides highly personalized formation for business executives and societal leaders. Its mission is to form Christian leaders to illuminate society with the light of Christ. Through its core values of Character, Faith, and Leadership, it helps to educate and train those who have significant influence to be faithful stewards within their families, businesses, and the broader community. It was founded in 2005 by a small group of New York businessmen and priests in response to a critical need for virtuous formation for today's leaders. Lumen has grown to have chapters in many major cities around the United States and is also expanding internationally. To learn more, visit: lumeninstitute.org

GlobalPetals is an online brokerage and import business that operates within the high-end cut floral industry. The company imports unique roses that give their floral customers a competitive edge in the luxury wedding and retail markets.By streamlining the flower supply-chain, GlobalPetals sells directly into attractive international markets. Farms derive added benefit by outsourcing the management of non-core functions such as payment processing and logistics. At the intersection of design, sourcing and technology GlobalPetals opens up new markets, drives efficiency and capitalizes on previously untapped opportunities. Within the local US market, florists benefit from these streamlined services by having greater control over the consistency, reliability, and accuracy of their flowers. In doing so, florists serve their customers more precisely and drive greater customer satisfaction and loyalty. -Founded an online brokerage and import business within the cut floral industry, which streamlines buying procedures and built sales channels within 7 states, Ecuador, and Columbia-Grew top-line by 80-150% year-over-year-Grew bottom-line by 63% year-over-year-Coordinated freight logistics, import procedures, and overall infrastructure needed to transport products between Ecuador, Columbia, and the United States-Cut procurement mistakes and damage rates by over 80% by installing quality control teams and procedures-Managed 3 in-house development, marketing, and financial managers, 4 summer interns, and 14 external professionals including suppliers, logistics, and quality control teams-Launched and maintained a corporate content marketing blog that generated dozens of weekly inbound sales leads

About the firm: ANNUITAS is the leading provider of digital demand transformation services for B2B companies across healthcare, financial services, media and information services and growth technology companies. Many of the most recognized global brands count on ANNUITAS as a trusted partner to help scale growth. ANNUITAS services play a mission-critical role in helping connect marketing investments to revenue outcomes and orchestrating people, process, content and technology around buyer engagement. ANNUITAS’ proprietary methodology for transformation covers strategy, implementation, and optimization – which delivers up to 10x revenue lift in conversion to sales of its clients. Learn more at annuitas.com.- General manager of ANNUITAS Digital which provided creative, quantitative, and strategic services to enterprise clients - Restructured 2 departments into one digital group and redefined roles across 14 team members to align growth initiatives

- Led the evaluation of new business initiatives and advise C-Suite on successive investments, resourcing, and prioritization- Ideate and implement cost and time-saving technology products and processes to support account teams across the company

- Devised and led the direction of the ANNUITAS Web Suite of products, generating closed-won sales and cutting 200 Marketo and Eloqua production hours from each client implementation- Reduced the standard digital demand transformation time frame from 12 months to 12 weeks- Replicated personalization capabilities of top digital experience platforms like Sitecore and AEM at a 10X lower cost to clients- Managed a 13-person team consisting of design, development, data science, data visualization, and strategy members- Provided new hire and technology investment recommendations to executive leadership through narratives based on market research, pricing analysis, and resourcing projections

-Owned the digital inbound and outbound strategy for 2 client accounts to implement perpetual demand generation programs resulting in $180M in total pipeline and $79M in closed-won sales between 2018 and 2020-Established the web department and a new advisory service to clients’ C-Suite on how to meet growth goals through digital transformation - specifically through digital channel orchestration, web and email personalization, and tech stack optimization-Client Work (Public Data Visualization Company): Led the inbound and outbound personalization strategy that streamlined omni-channel content promotion that outbounds to 800K leads per day-Client work (Venture Backed IT & Cloud Services): Provided strategic UX guidance to the CMO on key web pages that increased average session duration by 28% and led to a 198% increase in organic search volume within 1 year- Client Work: (Publicly Traded Financial Institution): Quarterbacked the Commercial Banking’s digital demand marketing initiative, coordinating workstreams between ANNUITAS, Adobe, and the bank’s internal content, web, and strategic marketing teams- Client Work (Publicly Traded Cyber Security Company): Orchestrated cross-agency strategy sessions and joint implementation to improve acquisition and scale the outbound nurture programs to be dynamic, personalized, always-on, and auto-optimizing

- Contributed to the content, lead management, and digital strategy of 6 client accounts to implement perpetual demand generation programs resulting in $392M in total pipeline and $75M in closed-won sales between 2016 and 2020- Eliminated 40 hours per client of internal analysis work by developing a plug-and-play engagement channel analysis tool that provided rapid insights for channel optimization geared to maximizing sales pipeline- Saved 25 production hours per client across strategy, marketing automation, and web development teams by creating a tool that can dynamically populate hundreds of content drafts within 10 minutes-Client Work (National Luxury Travel Company): Oversaw the digital strategy and implementation of their B2C and B2B websites which centralized the digital demand generation efforts of 7,000 travel agencies- Publicly Traded Medical Technology Company: Created the end-to-end strategic content marketing model that addressed pain points of key buyer personas along their buying journeys, and then optimized it by doing cohort analysis to tie content interactions to revenue

Swaggable’s platform leveraged consumer product discovery to drive personalized promotions on behalf of brands.- Led the product management of Swaggable’s Consumer Demand Heat Map, which was the most widely used tool by clients; access to this tool was the primary incentive driving new customer acquisition- Conducted 100+ hours of customer calls to understand pain points, identify potential product features and use-cases- Collaborated daily with product and engineering teams to document clear functionality requirements- Increased B2B signup rates by 400% over 3 months by creating 5-step sales email campaigns incorporating social proof, blog content, and industry-specific data drawn from the Demand Heat Map tool; I then optimized with A/B testing- Drove site traffic up by 392% over 2.5 months, with no budget, using content marketing on the company blog- Built Swaggable’s financial projections, budget, and breakeven analysis for investors and cash flow management

-Evaluated the attractiveness of a $13 million market entry strategy for a top health insurance company by tracking enrollment trends, identifying competitors, and monitoring the regulatory environment-Analyzed price adjustment data in Excel and SQL to identify trends, then translated these findings into coherent visuals in Power Point for the final deliverable

-Organized and led a 20 person group to participate in a Q&A session and lunch with Warren Buffett -Contacted Mr. Buffett’s secretary and arranged company visits to gain insight into Berkshire Hathaway-Coordinated groups of students to attend BRK shareholder meeting

-Benchmarked information provided to Wall Street by Investor Relations, ensuring its comparability to other Fortune 500 companies and top retailers to improve transparency and analyst accuracy-Compiled information from Thompson Reuters to assemble prep books for the executives' presentations-Assisted in logistics and event planning for the 2011 Annual Shareholders Meeting and Analyst Meeting-Benchmarked the interactive online report against top award winners to assess clarity and creativity for the upcoming fiscal year

-Strengthened lines of communication between American and Ecuadorian board of directors-Facilitated teamwork between Ecuadorian members through workshops and technology integration-Developed an overseas funds transfer solution that saved QBO 6% on wire-transfer costs

-Analyzed social/professional development research and developed customized self-growth programs -Managed 5 speakers while conducting 6 social dynamic seminars in one semester in order to satisfy increasing demand for services-Implemented direct and viral marketing strategies to build client base