Traci Cole Mem Mba Email & Phone Number

San Diego, California, United States

San Juan Capistrano, California

Dignity Bath & Spa was founded restore Loved Ones' dignity while being bathed. Www.dignity-bath.com

Carlsbad, California

Create financial models and forecasts for capital injection opportunities with investors or bankersAnalyze financials for a clients’ potential business purchases or growth by acquisition, give strategic assessment of risks of the purchaseTake the client through gap analysis to prepare for investor questionsConsult to businesses ranging from biotech to brick & mortar on lean methodologies, growth strategies, financial forecasting and projections, investment opportunities, marketing, product development, networking, sales strategies, business development, pricing strategy, CRM, feasibility and scalability of products, and strategic alliancesDeveloped and maintain the Salesforece Essentials CRM for SBDC lender advisors

San Diego, California, United States

Bringing to market an AI remote real-time, continuous, long-term heart monitoring that predicts heart failure events allowing the cardiologist to act. Improving patient quality of life by assisting doctors with its AI analytics and remote patient monitoring. Defined go-to-market strategy and revenue model with reimbursment subject matter expertsResponsible for determining TAM/SAM/SOM and the financial modeling of projectionsLead creation of the investor pitch deck used in Seed funding pitchesConducted competitive research Working with potential customers to define UI based on their needs and building relationships with KOLs

Aliso Viejo, Ca

Collaborated with the team members in the development and design of a dual platform scalable caregiving SaaS solution, to be delivered through mobile devices. Conducted primary market research with Alzheimer’s Association of Greater Los Angeles and Alzheimer’s Family Services, executed competitive / SWOT analysis, developed pricing structure based on competition and differentiated, comprehensive feature set, designed product functions and wire-frames through user case analysis, developed go-to-market strategy. Collaborated with software developers throughout MVP product iterations, beta tested product features with Alzheimer’s Family Services. Secured chief advisor from The University of Michigan Alzheimer’s Disease Center and various other experts in the field as board members

Windermere, Florida, United States

Consumer goods manufacturer of eco-friendly products supplying B2C and B2B markets. Converted global 500 prospects to eco-friendly solutions when needs were latent, generating sales. Responsible for investment, finance, P&L, marketing, strategy, customs regulations, inventory, and international and domestic supply chain, contract negotiations.

Dearborn, Michigan

Developed and managed $1.8B public lease securitization program; responsible for a cross-functional team comprised of financial engineering, finance, risk management, tax, legal, marketing, operations Created and analyzed securitization cash flow models, financial modeling, forecasts, and stratified financial and demographic data for partner investment banks and Big 3 rating agenciesImplemented executive objectives including assessing risk, mitigating loss and risk on securitization projects

Detroit, Michigan

Analyzed $1.2B potential ecommerce market for E&Y’s global services and offerings; presented strategic plan to global industry partnersCreated and presented multiple strategic growth projects to executive management including international partnersCreated financial models to project global revenues; determined performance against revenue goals

Detroit, Michigan Atlanta, Ga

• Performed market analysis studies utilized by auto manufacturers in lawsuits initiated by dealers• Combined demographic, operational and financial data to determine standard of measure and current/expected performance levels; hypothesized cause of sub-performance and proposed solutions• Headed 7 Honda multiple dealer litigation damage cases reducing damage payments by $4M• Responsible for contract negotiations, account retention, and new business within the account• Drove customer success of automotive team members by solving their challenges through utilization and design of software• Created competitive market analysis studies utilized by executives for US restructuring strategies• Conducted in depth training sessions and presentations with over 300 dealers and executives• Supervised and trained employees for similar roles

Bs, Mathematics/Operations Research

Mem - Master'S Engineering Management, Marketing And Product Development

Mba, Finance, Is

Candidate For Masters In Financial Engineeering - 16 Credit Hours -Transferred To Northwestern, Financial Engineering