Nathaniel Orr-Depner Aka 'Nod' Email & Phone Number

Greater Chicago Area

Elevated, bespoke consultancy dedicated to delivering tailored services for startups and seasoned teams alike, refining their processes, procedures, deliverables, and go-to-market strategies. Our method is marked by precision, emphasizing effective message management and harnessing team strengths for seamless execution. We prioritize cultivating a positive work milieu defined by transparent expectations and accountability, ensuring a collective grasp of the team's authentic vision. Through a meticulous, process-oriented approach, we guide the achievement of objectives with heightened efficiency and manageability.*Currently consultancy agreement; StickyTrades.com*-Joined brand new team & campany in July 2023. Established sales processes & procedures.-Instrumental in official go-live/launch. -Ran process of migrating & onboarding more than 1,000 unique new clients & subscribers in first 60 days.-Responsible for understanding client base & guiding them to proper subscription bundle-Starting from $0, generate 6-figures+ in monthly revenue & maintain renewal business -Spearheaded white-glove "VIP" program by building out platform, engaging & closing candidates,-Integral component of team's public message and content creation. -Accessible, trusted go-to contact for customer base, ensuring effective communication and issue resolution-Trusted client liaison & a voice of the overall organization.

Chicago, Illinois, United States

• Tasked with moving from running the Rebellion fund to presiding over and optimizing the sales team for Market Rebellion after being sought out by shareholders.• Lead the creation and development of processes and procedures from inception while overhauling and reinvigorating the sales approach to optimize results.• Orchestrate the implementation of a new contact ownership regime to improve the nurturing of existing client base and extract alpha from current client base.• Achieved substantial success by driving and delivering 31% QoQ growth in the first three months through employment of expertise.• Operate with a strong focus on optimizing and leveraging existing client data to eliminate data mining for the sales team and improve daily ROI and work experience.• Play a key role by removing the wall between sales and marketing and improving collaboration to drive revenue production and communication.

Greater Chicago Area

• Oversaw the structuring, formulation, and operation of a Master-Feeder hedge fund and presided over the fundraising campaign.• Effectively utilized global connections and experience in the establishment of a successful and efficient fund structure with US, Cayman, and Bermudian partners.• Led the development and establishment of a daily team meeting cadence to guarantee the delivery of a consistent message.• Carried out the creation and preparation of an early morning and mid-evening industry update and blog for the team to guarantee a strong understanding of the focus of investors and potential investors.• Performed the structuring and maintenance of a monthly investor letter to convey fund performance, the monthly message, and what was impactful to the space.• Functioned as the trusted day-to-day, client-facing liaison to industry partners and investors to ensure success.

Chicago, Illinois, United States

Chicago, Illinois, United States

• Orchestrated all elements of the transition of the Client Service team back to productivity after 6 months of zero activity.• Leveraged a client-facing attitude throughout the entire multi-meeting sales process while ensuring familiarity and improved process transparency.• Conducted the rewriting of a process plan to guarantee an improved client experience while capitalizing on opportunities and enhancing overall communication.• Served in an integral role by instituting a morning meeting cadence and establishing activity expectations.• Showcased success by overseeing the closing of two seven-figure engagement letters in the first 5 months.• Advocated for and coordinated Tuesday firm-wide meetings to facilitate improved communication between MDs and client services and to bridge the communication gap between teams.• Spearheaded the execution of targeted marketing e-campaigns with above industry standard performance to increase inbound interest and new business opportunities.

Greater Chicago Area

• Formulated and fostered new partnerships and relationships for the growing unit within Best Buy while leveraging personal connections and experience across multiple channels.• Searched for, identified, evaluated, and compared client needs with the company’s capabilities to revamp legacy accounts.• Instituted significant improvements in business productivity by introducing new verticals, primarily finance and commercial real estate.• Guaranteed continuous growth of the current group from $500M to $1B by dispensing feedback and advice to senior management.• Demonstrated a track record of success by generating alpha out of the gate and accomplishing seven-figures of new business while comprising a zero quota.

Cayman Islands

Founding member of consulting firm offering under-served clients white gloved, dedicated project assistance. Capricorn Consulting Limited offers its clients dedicated project assistance with a focus on financial transactions, compliance, and trade-related issues. We are a small, focused, well experienced, diverse team. Our network, dedication and punctuality makes us unique.

Cayman Islands

• Drove significant improvements in client onboarding and administered a wide range of AML and KYC activities.• Served as Co-Founder of this business in collaboration with a group of professionals from the compliance, banking, legal, and IT areas.• Conducted the promotion and marketing of the company in the banking and trading world to generate fast market exposure.• Navigated the organization, coordination, and execution of marketing campaigns at an exceptionally low cost to the team to guarantee continuous business development.• Led the delivery of top-quality strategic support to GRADA for offering 2nd generation RegTech portal to facilitate customers.• Provided education to other board members with industry terminology, market demand, and product application to save time on the marketing ramp up.• Spearheaded the design and delivery of GRADA’s first 10 introductions to contacts in the trade, banking, and correspondent circles.• Generated rapid recognition for GRADA as one of the globe’s top 100 RegTech companies alongside big and reputable names within the first 15 months.

Cayman Islands

• Operated in a pivotal capacity by writing the business plan, obtaining regulatory approval, and establishing a new branch of the business with a focus on offshore custody and trading of assets.• Conducted the planning and execution of a targeted marketing campaign with daily radio show and blog to grow business and keep relative edge.• Performed the monitoring and evaluation of the bank’s FX activity and capital adequacy balance sheet to ensure success.• Provided supervision and direction to a team of cross-functional professionals to meet targeted business outcomes.• Exhibited success by raising AUC levels from $0 to $2B and performed the trading of over $8B in shares in the first 18 months.• Furnished top-quality business development services to cultivate a new potential client base to optimize the revenue stream.• Ensured the meeting and surpassing of revenue and profitability targets from $250k in year one to over $6M in year 3 by providing top-quality services and maintaining business agility.

New Jersey

While working as Managing Director,Built and managed team to meet and exceed demands of newly created New York Office. Incorporated with investors in all performance scenarios for accomplishing desired results. Served as a go-to person for all global, market, and position relevant news and delivered impeccable service on private equity deals. Ensured trade of all asset classes across many global markets, including derivatives, FX, equities, and fixed income.Following Were My Major Accomplishments:• Recognized by CEO to monitor and manage global assets for smooth running of business operations.• Spearheaded global stock loan team for five different books over $1BB-allowing creation of extra alpha for investors.

Naperville Illinois

I got a lot of my knowledge by working in the back office and getting the crash course in exposure to the finance world and the entire back-office experience.•Generated prime brokerage & NAV reporting for 12+ hedge fund traders• Trade booking and reconciliation for hedge fund 12+ traders • Gain client trust to earn bigger role

I started working for InterCall out of Chicago in 1999 and was one of the first two inside salespeople. Since then-the group has grown in tremendous size and success. • Turned internship into full-time job by proving model & cross selling products.• Pioneered inside sales team from 1 to now several dozen. • Top revenue producer entire tenure earning bonuses & trips.

Bachelor Of Science (Bs), Business Administration And Management, General

Activities and Societies: Beta Theta Pi, Intramural running/weight lifting, theater, fraternity rush committee chair, fraternity house.

High School Degree

Activities and Societies: Soccer, wrestling, theater, choir, Spanish, weight lifting, running,I was a solid B and higher student. By no.