Lead deal cultivation and investment process into high-growth B2B SaaS companies seeking alternative financing through debt investments and follow-on equity investments. Provide guidance on capital strategies and operations to maximize investment.

B2B SaaS company focused on digital security and privacy compliance.

Worked with entrepreneurs and small business owners to accelerate their growth with consulting services such as access to capital, budget & milestone planning, market research, marketing, and strategic planning, • Worked as an advisor to over 50 start-up entrepreneurs and small business owners, guiding them on a path to growth and creating economic value in the Northeast Ohio region.• Developed scaleup sales pipeline, lead generation campaigns and process for monitoring progress against goals. • Worked with internal marketing team and third party service providers to develop targeted service engagement packages to execute on scaleup opportunities. • Evaluated potential client needs, developed proposals and negotiated service engagement packages. • Managed the delivery of consulting services and associated revenue and budgets delivering on-time, high quality results.• Provided input as a subject matter expert in accessing capital and creating the funding strategy to communicate business plan effectively for JumpStart and the Ohio Third Frontier Entrepreneurial Signature program

Cultivated strong relationships with individual donors, alumni, foundations, corporations and friends of the University for the purpose of advancing the mission of the School. Worked to accelerate commercialization of technologies coming out of the School of Medicine that could drive early-stage opportunities and fundraising.

Led business development across Ohio, Michigan, and Pennsylvania for one of MidAmerica's largest early-stage and growth-investment funds. Solidified fund position as premier regional capital and guidance resource. Established and strengthened valuable relationships with regional venture funds, strategic partners, and angel investors. Monitored investment opportunities by focusing on metrics, management and pinpointing critical issues.Specialties: Development of strategic relationshipsAssessment of target markets and opportunitiesIntelligence gathering on competitorsDeal sourcingBusiness plan evaluationAccount planning and performance monitoring

Developed, road mapped, and implemented strategic plans with focus on marketing and communications and project and product management. Conducted market research and competitive analysis and explored business development alternatives to inform decision-making. Consulted on project management, including preliminary evaluation, prefeasibility analysis, organizational alignment, and project development.

Executed effective marketing strategies that surpassed aggressive revenue targets and achieved YOY increase for $125M+ Capital Markets business. Managed robust internal/external marketing streams and overall FXD positioning. Identified new capabilities required by market and met evolving market needs with innovative solutions. Built new business through conferences and client seminars.

Sold interest-rate hedging products to middle-market and corporate clients, helping clients obtain fixed/floating loans. Also provided transaction-related information and support to Relationship Managers and external clients.