Recruited to cultivate, analyze, and onboard investment and development opportunities at private equity firm executing growth and development strategies for high-potential businesses. Consulting projects below. MOBILITY REAppointed CEO of failing SaaS real estate sales and management mobile tech platform that tracks and predicts consumer behavior. Scaled company to profitability by through strategic and tactical plan execution.• Evolved brand positioning through enhanced product suites and targeted market media exposure.• Strategized and executed revenue model pivots, to move from $65K monthly burn to profitability. • Delivered 900% ($10K to $100K) increase in monthly direct channel revenue and stabilized cash flow by strategically refocusing product sales efforts on lenders vs. realtors. • Oversaw architecting and deployment of new platforms to enhance customer experience.• Managed performance against debt and financing covenants and navigated investor relations.• Orchestrated company sale to mortgage partner, negotiating terms and overseeing transaction.BANYAN GROWTH PROJECT:• Conducted detailed market assessment and cultivated list of high-net-worth individuals whose goals and business values tracked against BVP objectives.• Spearheaded expansion into Idaho by connecting with 150+ business and thought influencers.• Analyzed company financial statements, management capabilities, business plans, and culture to match potential growth businesses with investors.• Assisted in transitioning group focus to established companies needing strategic development help.AZ REAL ESTATE • Managed $3M purchase and transition of 40+ distressed, single-family homes to rental properties.• Assisted in the hiring, schedule, construction, and property management required to get units occupied, realizing an eventual 7% dividend for investors.

Promoted to lead business operations and significant change management efforts for a $200M, 21K member credit union. Set strategic vision for branding efforts, growth, product development, employee engagement, customer loyalty, technology expansion, and market competitiveness. Strategic Leadership• Received member approval for a charter change, overcoming an adverse economic/political climate, substantial regulatory obstacles, and a national opposition campaign through coordinated media and member outreach efforts.• Propelled entry into digital banking by introducing online tools to product mixes, overcoming the regulatory and infrastructure-based challenges facing smaller financial institutions.• Reversed negative financial position and charted course through rapid, 100% growth over 8 years.• Maximized operational efficiency by using market research to justify opening new offices in high-growth communities and closing underperforming branches.• Boosted employee engagement by advancing a company culture centered on individual contributions to continual process improvements and standardizing employee review processes. • Developed a pipeline of leadership through enhanced employee development programming.• Formalized community outreach efforts that created brand awareness.Tactical Leadership• Achieved 96% customer loyalty scores by implementing key employee performance initiatives.• Increased non-interest income revenue 214% ($70K/month to $220K/month) and reduced institutional risk by overhauling deposit services suite.• Built $25M indirect auto loan portfolio from $0 through a dealer outreach and education initiative.• Pioneered online-only money market account program that grew deposits $26M in less than 3 years.• Grew home equity lending portfolio 156% ($9M to $23M).• Generated 50% growth in fee income by implementing new consumer convenience programs.• Launched SBA lending program and achieved preferred lender status in 2 years.

Accelerated growth positioning and drove market penetration through data-based performance and product development plans focused on cutting-edge technology integrations, and transparent process improvements. • Selected KPIs, set budgets, and monitored compliance performance against objectives.• Produced balance sheets, P&L statements, cash flow and positioning reports, asset and liability reports, etc. in accordance with GAAP.• Improved reporting accuracy and timeliness by developing a customized, compliant financial reporting system with enhanced benchmarking/analysis capabilities and added financial controls.• Created accurate, timely financial modeling and forecasts that allowed executive leadership latitude in making innovative and strategic investment decisions based on real-time financial information.• Oversaw compliance efforts to bring institution within statutory, regulatory, and charter guidelines.

Developed a customized financial reporting system with added controls and separation of duties to ensure accuracy and timeliness in reporting.Created budgets and performance benchmarks as well as enhanced tracking systems.