Eliminating the price barrier for premium recovery tools.

Responsible for evaluating and underwriting investments in accordance with the firm's investment criteria, assisting in the placement of debt and equity, facilitating related transactions, and providing support with respect to the firm's overall operations.

Connecting businesses to Bottom Line Concepts assisting in the filing of Employee Retention Credits, part of the Cares Act, to compensate for the economic downturn during COVID-19.

Compiled best fit, valuable client leads using various methods and platforms. Sent proposals to companies seeking our services through Upwork. Performed email marketing audits on the leads highlighting where Carbonized can be of value. Curated educational and informative social media posts across the company’s accounts.

Took leadership over the order fulfillment process of the Magnet Mount. Trained employees in customer assistance, planned shipments, and oversaw the safety of the production process.

Oversaw major operations of the Fidget360, assisted in product prototype design & modeling. Supervised manufacturing transition as production moved from a home-based start up to Brooklyn, New York to China.