Functional Skills

Market Research
Financial Due Diligence
Financial Planning & Analysis (FP&A)
Investor Relations
Go-to-market Strategy
Digital Marketing / Advertising
Training and Coaching
Learning & Development
Product Launch
Strategy Development

Software Skills

Adobe Creative Cloud
Bluetooth
Dropbox
iPhone
Microsoft Edge
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word

Sector Experience

Business Services
Financial Services
Media & Entertainment
Technology

Experience

Equatorius Capital Group Other
Managing Partner
8/2020 - Present
Responsible for investor relations, fundraising, sourcing deal flow and partnerships

AI4Impact Start-Up
CEO and Co-founder
6/2018 - Present
Visionary, strategist, team-builder. Architect of an artificial intelligence platform focusing on sustainable modeling of businesses and investment portfolios. Creating a unique shareholder model as an alternative to traditional equity financing.

Direct-LY Management Consulting
Founder and Principal
1/2008 - 7/2020
Consulting to companies and government agencies for business modeling, strategic planning, entrepreneurial start-ups, due diligence and new product introduction. Domestic and international experience. Clients included the government of Chile and the city of Detroit.

8of9, LLC Other
Manager, Investor Relations
6/2015 - 3/2016
Dual role. Architect of an impact platform to evaluate business models of companies wishing to be more sustainable. Also handled investor relations and outreach to targeted investors the company was seeking for expansion of software product group.