Advise principal and investors to deliver exceptional investment results while fostering collaboration and growth in the ever-evolving landscape of AI within Autotech, Fintech, Proptech, Insurtech, SaaS as well as real estate investment opportunities across the North American market.Collaborate with prominent financial institutions, HNWIs and startup founders to identify and execute high-value investment opportunities.Optimize returns and ensure that Central Real Capital maintains its position at the forefront of innovative investment strategies across the region.

Advise an Australian-based private commercial lending company in various aspects of the business including strategic value-based selling, stakeholder mapping, business case definition, and data analysis; review current strategy, outline objectives, and conduct extensive industry sector, market, and competitor research. • Extensively involved in the development and implementation of business strategy including market analysis and business practices and procedures; identify and assess the positives and negatives of possible strategies and develop, advise about, and implement agreed upon solutions.• Conduct meetings with key stakeholders at all levels of the organization to demonstrate value across the entire product suite; partner with the executive team, brokers, sponsors, and solicitors throughout the loan process, from origination to funding, and through servicing.• Develop and deliver effective presentations to a wide variety of stakeholders.• Drive broker outreach and develop broker relationships to originate loans and identify solutions to client needs.• Promote a team-centric mentality; assist with hiring, training, and mentoring new employees. • Demonstrated ability to influence decision-making across the organization.• Established problem-solving techniques with internal and external colleagues to expedite loan processes/procedures.• Supported the Principal and four-person executive team in the development, implementation, and launch of the company and to establish creative deal structuring and bid strategy. • Played an instrumental role in the company’s attainment of a zero-default rate on loans under management.• Contributed to the successful implementation of $400K investment into mobility start-ups.• Worked with the Founder, CEO, and CFO to develop a loan portfolio of $110M within 18 months of inception.• Collaborated with founders, the CFO, and the legal team to facilitate investments of $500K in various start-up companies.

Developed and maintained lucrative relationships and consulted on numerous client accounts for a leading local solar company specializing in solar installation and services. • Worked extensively with management, marketing, and operations teams to finetune business practices, procedures, interdepartmental relations, and customer service. • Led all efforts necessary to identify, acquire, and further penetrate a large, assigned territory encompassing the San Francisco Bay Area; proactively built a large book of business and expertly qualified leads.• Established strategic relationships with prospective clients; sourced new clients through existing database, telephone outreach, and customer referrals.• Consulted and assessed customers’ needs and recommended solutions accordingly.• Prepared and delivered sales contracts, demonstrations, and presentations.• Pursued new external suppliers and negotiated wholesale agreements to enhance offerings to customers.• Directed the day-to-day activities of a team of eight; provided ongoing coaching, training, mentoring, accountability, and support. Selected Accomplishments:• Proven sales forecasting abilities with a demonstrated track record of revenue achievement. • Earned a performance-based promotion from Sales Representative to Sales Director within eight months of hire date. • Ranked #1 sales representative (out of eight) within the first three months.• Continually streamlined, standardized, and improved proposal templates, client presentations, and company systems.• Quickly learned end-to-end industry practices including relevant electrical engineering, solar module and inverter intricacies, complex financial computations, and energy regulations.

Advised on a multi-million-dollar Green Energy Project for an Australian-based start-up specializing in renewable and energy efficiency services; focused on the financials and economics to persuade entities to invest in and adopt clean power as a viable energy source.• Championed key strategic initiatives including progression, profitability, competitive advantage, share value, and efficiency; compiled and presented information verbally, visually, and in writing.

Established, launched and drove the aggressive growth of a net branch in San Francisco specializing in real estate lending; catapulted sales from $0 to $70M in the first 12 months.• Facilitated the sale of the franchise to Americorp Funding in 2008; served on a contract basis during company transition to spearhead new business development opportunities and integrate customers into the organization’s existing sales, service and support practices.• Championed business development initiatives through the creation of go-to market and channel sales strategies.• Led the company in the interpretation of market conditions; formulated positioning strategies in order to seize market opportunities, positively differentiate services and build competitive advantage.• Actively prospected new clients and initiated relationships through cold calling, referrals and networking; developed and maintained key accounts.• Planned, allocated and administered market development budgets; liaised between departments, providing strategic direction and delivering profitable growth through the effective management of sales teams, operations and resources.• Directed the day-to-day operations of a cross-functional team of 34 including 10 Agents, 20 Inside Sales & Marketing Specialists and four administrative support personnel; created a collaborative and results-driven culture with built-in accountability measures toward specific growth goals.• Cultivated strategic alliances with cross-industry partners including marketing agencies, competing real estate brokerages, wholesale lenders and interstate alliances to market and open up new territories; identified revenue growth opportunities and implemented strategies to enhance brand recognition, integrity and customer loyalty.Selected Accomplishments:• Earned ranking as #1 Office in the country and the #1 Branch in the company with annual sales exceeding $50M.

Identified and acquired new business opportunities for a leading Real Estate Lending firm; created target lists, conducted prospecting, qualified leads, developed sales strategies, analyzed client needs, proposed services and closed new sales.• Managed a team of 10 Agents responsible for sales and client service; grew revenue base and converted potential customers to new clients through lead generation, prospecting, customer qualification and high-level sales presentations.• Crafted, evaluated and approved or rejected loan applications by evaluating applicant information and documentation and confirming credit worthiness; completed loan contracts. • Answered customer questions, responded to requests and maintained customer confidence. Selected Accomplishments:• Consistently recognized as a top sales producer; met and/or exceeded aggressive sales quotas every month of employment.• Attained Top Sales honors (out of 40 representatives) within first three months of employment, 2004. • Designed strategic sales plans to improve performance for targeted growth.