Functional Skills
Business Development
Accounting
Investment Banking
Private Equity Investing
Data Collection / Research
Business Analysis
Leadership Development
Sales and Operations Planning (S&OP)
Data Analysis
Business Operations
Carve-Outs
Go-to-market Strategy
M&A Support
M&A Transaction Readiness
Revenue Cycle Optimization
Software Skills
Hubspot
Certifications
Series 63
Series 82
Sector Experience
Business Services
Financial Services
Manufacturing
Technology
Telecom
Languages
English
Experience
BLUE SKY BUSINESS RESOURCES
Finance
Market Center Director
1/2023 - Present
Contract/1099 Lower mid-market Investment Bank supporting founders who are building or exiting companies ranging between $10 - $250m in top line revenue. Build out Southeastern presence for firm.
BRANDVAULT360
Operations
Corporate Development / Fundraising / Owner
10/2022 - Present
BrandVault360 is a full-service branding and distribution business based in LA and NYC. We help new and existing brands reach velocity and scale by concentrating on formulation, marketing, funding, and distribution.
Finalis
Finance
Registered Representative
6/2022 - Present
Finalis is one of the largest Broker Dealers in the world. They support solo or small teams of registered reps with FINRA compliance, resource allocation, and deal making.
Now Capital Advisors
Finance
Co-Founder - Managing Partner
5/2021 - 10/2022
Now Capital Advisors is a full-service, advisory firm with licensed bankers specializing in capital raise, M&A, debt, and long-term capital attainment. Built investment bank from ground up. Closed $70m in transactions in first 8 months. Generating more than $1m in revenue and fees.
iownit capital and markets, Inc.
Finance
VP of Business Development / Registered Representative
1/2020 - 6/2022
Iownit created a private securities platform allowing accredited investors and institutions to easily find, research, and invest into privately-held companies. The platform connects company founders seeking growth capital to interested investors. Transactions are done online eliminating many of the walls currently between growth companies and interested investors.
NowCFO
Finance
Market President
9/2020 - 2/2021
NOW CFO is a "roll up your sleeves" alternative to hiring full time CFO, controller, or accounting resources.
● As Market President for several states here in the Southeast, my responsibility is to introduce the unique offerings of NOW CFO to high growth, enterprise and SMB businesses who require the financial leadership to reach the next level. Successfully launched South Carolina, North Carolina and Georgia markets. Provided leadership and management support in Florida. Reached profitability in South Carolina in less than 4 months. Lead up to 15 accounting consultants and 6 Business Development Reps across 4 states.
● As Market President for several states here in the Southeast, my responsibility is to introduce the unique offerings of NOW CFO to high growth, enterprise and SMB businesses who require the financial leadership to reach the next level. Successfully launched South Carolina, North Carolina and Georgia markets. Provided leadership and management support in Florida. Reached profitability in South Carolina in less than 4 months. Lead up to 15 accounting consultants and 6 Business Development Reps across 4 states.
Trellis/Lotus Innovations
Finance
Vice President of Business Development
7/2015 - 12/2019
BD for Lotus Innovations, a LMM Software and Telecom Private Equity firm. Once acquisitions were made, served as Director of BD to help the portfolio create top of funnel opportunities.
Directly sourced hundreds of deals for Private Equity clients. Build a team of jr. bankers and interns to support all levels of outreach.
Directly sourced hundreds of deals for Private Equity clients. Build a team of jr. bankers and interns to support all levels of outreach.
VentureAMP
Start-Up
Co-Founder
5/2014 - 3/2017
Extraordinary entrepreneurs launching crazy good ideas.
● Venture Amp is a group of entrepreneurs from different industries and levels of experience who have come together in an equity based manner to create, vet, and launch our best ideas.
● Venture Amp has successfully made our first investment and are already teeing up what's next!
● Venture Amp is a group of entrepreneurs from different industries and levels of experience who have come together in an equity based manner to create, vet, and launch our best ideas.
● Venture Amp has successfully made our first investment and are already teeing up what's next!
Immedion
Sales
General Manager
7/2013 - 7/2015
Responsible for sales and profitability of the Greenville data center.
● 200% of personal sales quota and 100% of site quota.
● Responsible for both inside and outside sales teams.
● Immedion owns and operates four enterprise-class data centers in North and South Carolina. Our services include colocation, disaster recovery, managed services, and cloud hosting. We help customers achieve full redundancy, compliancy, and a level of uptime they couldn't achieve on their own. Clients choose Immedion for reliability, consistency, and excellent customer service.
● 200% of personal sales quota and 100% of site quota.
● Responsible for both inside and outside sales teams.
● Immedion owns and operates four enterprise-class data centers in North and South Carolina. Our services include colocation, disaster recovery, managed services, and cloud hosting. We help customers achieve full redundancy, compliancy, and a level of uptime they couldn't achieve on their own. Clients choose Immedion for reliability, consistency, and excellent customer service.
ScanSource
Sales
National Account Manager
10/2009 - 6/2013
Worked with largest customers within the Security Division of ScanSource. Lead year over year growth of 50% or greater of key clients including ADT, Panasonic, and IR. This included contract negotiations and EDI connectivity.