Helping the Jadepoint Consulting team to improve their BD strategy, process, infrastructure and people via weekly advisory meetings and off-line work on key deliverables

Leading the BD (i.e., sales, marketing & partnerships) strategy, planning and execution efforts.

Helping the func.media team to improve their BD strategy, process, infrastructure and people via weekly advisory meetings and off-line work on key deliverables

Helping B2B SaaS and professional services companies achieve their goals via strategy, process, infrastructure, and people consulting.

Helping the Stranger Creative team to improve their BD strategy, process, infrastructure and people via bi-weekly advisory meetings

Headed Studio's sales and marketing strategy by developing the company’s value proposition, competitive differentiation, ideal customer profile, brand voice guidelines, and go-to-market strategy (GTM) while serving as its first sales leader. Established sales infrastructure and the OKRs (Objectives and Key Results) goal-tracking process while orchestrating initiatives across all relevant sales and marketing channels: customer referrals, inside sales, team networking, events, partnerships, marketing, and cold outreach.- Formulated and executed an outbound sales process by leveraging an average of 800 cold emails and 200 cold LinkedIn messages per day, that:* Bolstered the company’s lead count from approximately 20 to 267.* Secured 7 deals totaling over $5M in net-new contract value.- Facilitated inbound lead generation efforts by authoring and crafting over 20 landing pages and blog articles to drive targeted keyword traffic to the company website.- Introduced and executed the company's first quarterly review process which encompassed both upward and downward feedback mechanisms to foster a culture of continuous improvement and accountability.

Headed marketing campaigns that increased average monthly website visitors from approximately 1K to 128K and elevated average monthly inbound leads from 5 to 62 between 2015 and 2023. Transitioned the company's focus from 100% start-ups to a balanced 50:50 focus on enterprises and start-ups, securing custom web and mobile app work across a diverse set of high-profile clients, such as Google, Microsoft, P&G, The Mayo Clinic, Consumer Reports, Bloomberg, TIME and iHeart Media.- Directed sales initiatives, that:* Boosted annual revenue from around $600K in 2015 to $12.2M in 2022.* Achieved year-over-year growth rates of 47% in 2021 and 49% in 2022.- Contributed to the overall company growth from 10 to 125 team members while expanding the client solutions team from 1 direct report to a team of 7 sales and marketing professionals.- Attained over $100M in fundraising across 20+ start-ups by spearheading business consulting efforts with founding teams and providing guidance on sales, marketing, operations, hiring, and fundraising strategies.

Led the product management efforts of three full-stack developers and ensured alignment with customer needs and business goals. Oversaw strategic product management through iterative feedback loops with current and prospective customers while confirming product alignment with market needs. Designed and led sales and marketing efforts through the creation of pitch decks, website content, and a social media presence.- Generated over $350K in annual recurring revenue (ARR) by architecting sales strategy and efforts while showcasing salesmanship and business acumen.- Managed sales pipeline by nurturing client relationships via the ZenDesk Sell CRM and handled invoicing and accounting via QuickBooks.- Built and forged strategic partnerships with over 10 peer firms within the co-working industry to enhance service offerings, market reach, and revenue potential.

www.pith-studio.comIncubated the start-up, OffOps, while concurrently expanding the Pith Studio agency. Drafted scoping documents and statements of work based on client specifications while guaranteeing clarity and alignment on project deliverables.- Yielded over $400K in annual revenue by devising and executing a sales plan while optimizing sales processes.- Monitored sales pipeline and client relationships by deploying Zendesk Sell CRM while handling invoicing and accounting, employing Wave.- Formed and cultivated referral partnerships with 50+ NYC-based design and marketing agencies, enhancing business network and referral opportunities.

Supervised the development of the business plan, financial modeling, and fundraising strategy for an 8-person advertising technology start-up. Proactively addressed operational and legal requirements for hiring the first employees and planned for potential international expansion.- Secured $350K in seed funding to fuel the startup's growth by leading the due diligence process and term sheet negotiations.- Crafted the sales strategy, led the sales team, and implemented a robust tracking system using Salesforce to maximize sales performance.- Managed financial statements and tax filings via QuickBooks while liaising with an independent accounting team to validate accuracy and compliance.

Spearheaded the drafting of the GTM plan and accompanying financial modeling for a 10-person advertising technology start-up.Formulated business development strategy while nurturing crucial client and partner relationships to drive business growth.- Acquired over $500K in funding successfully by creating fundraising and business development presentations, and pitching potential investors.

Spearheaded successful retirement advisor product launch covering drafting a business plan, crafting financial models, securing LPL Board approval, and obtaining ~$10M in funding over five years. Additionally, served as project manager for the 15-person cross-functional team responsible for piloting the product. Contributed to the team that launched LPL's successful IPO (Nasdaq: LPLA) which was oversubscribed and priced above the range; co-created IPO “roadshow” materials and participated in IPO timing and pricing discussions.- Attained LPL Board approval and ~$16M in funding over five years by developing the business plan and financial model for a new stand-alone business targeting investors with less than $100K in investable assets.- Surpassed five key competitor financial services firms in funds raised per election cycle by creating the LPL Government Affairs Team and LPL Political Action Committee (PAC) which raised over $350K in its first 12 months.

Led 10-year strategic plans and financial projections in collaboration with senior executives from Fidelity's key business units (managed accounts, insurance). Conducted research and led the drafting of a strategic analysis for Fidelity’s entry into the Mainland Chinese market.- Engineered a product design while outlining a lobbying plan and modeling financials in anticipation of proposed retirement legislation in collaboration with Fidelity’s government relations and retirement products groups.- Shepherded a team in India to profile Chinese financial services joint ventures (JVs) while assisting fidelity Asia Ventures in selecting JV partners.

Prepared and compiled materials for high-net-worth client meetings while certifying thorough and accurate information for client review, follow-ups, and meetings. Facilitated follow-up by documenting detailed notes and action items while participating in client meetings.- Conducted equity and fixed-income market research and developed comprehensive equity reports for prospective securities purchases.* This was a multi-year internship while I was at Brown.

- Publicized and sold bank products and services.- Gained intimate knowledge of the inner-workings of retail banking and product sales.* This was a summer internship after my Freshman year at Brown.