Strategy Consultant

• Mar 2020 - Present

Managing Director - Strategy Consultant

• Mar 2020 - Present

⬬ Identified market need and founded company to fill niche within health and wellness, leveraging biotech and pharma background to connect industry value chain A-players and form mutually beneficial partnerships based on business ethics and excellence. ⬬ ➤ Drove multi-millions in new revenue across 3-clients by bridging and forming long-term relationships and creating profitable alliances ➤ Secured $8.7M in government funding for clients through PPP/Safe Act during… Show more ⬬ Identified market need and founded company to fill niche within health and wellness, leveraging biotech and pharma background to connect industry value chain A-players and form mutually beneficial partnerships based on business ethics and excellence. ⬬ ➤ Drove multi-millions in new revenue across 3-clients by bridging and forming long-term relationships and creating profitable alliances ➤ Secured $8.7M in government funding for clients through PPP/Safe Act during COVID ➤ Boosted revenue for a client by transitioning from an old marketing team to a new marketing agency who leveraged social media and eCommerce channels to enable recovery and growth from COVID retail losses ➤ Recruited five brands to join CBD liver safety study at $120K each, including Nestlé Health Sciences Garden of Life brand, resulting in a successful study launch, published data, FDA relay, and new revenue for a CRO client in >6-months ➤ Penetrated the market by switching clients from Square and Clover to a new CBD payment processing company ✓ Earned 7% new market share ✓ Transferred risk from company to customer & payment issues declined by ~35% ✓ Saved clients millions of dollars in costs and time while increasing processing efficiencies Show less ⬬ Identified market need and founded company to fill niche within health and wellness, leveraging biotech and pharma background to connect industry value chain A-players and form mutually beneficial partnerships based on business ethics and excellence. ⬬ ➤ Drove multi-millions in new revenue across 3-clients by bridging and forming long-term relationships and creating profitable alliances ➤ Secured $8.7M in government funding for clients through PPP/Safe Act during… Show more ⬬ Identified market need and founded company to fill niche within health and wellness, leveraging biotech and pharma background to connect industry value chain A-players and form mutually beneficial partnerships based on business ethics and excellence. ⬬ ➤ Drove multi-millions in new revenue across 3-clients by bridging and forming long-term relationships and creating profitable alliances ➤ Secured $8.7M in government funding for clients through PPP/Safe Act during COVID ➤ Boosted revenue for a client by transitioning from an old marketing team to a new marketing agency who leveraged social media and eCommerce channels to enable recovery and growth from COVID retail losses ➤ Recruited five brands to join CBD liver safety study at $120K each, including Nestlé Health Sciences Garden of Life brand, resulting in a successful study launch, published data, FDA relay, and new revenue for a CRO client in >6-months ➤ Penetrated the market by switching clients from Square and Clover to a new CBD payment processing company ✓ Earned 7% new market share ✓ Transferred risk from company to customer & payment issues declined by ~35% ✓ Saved clients millions of dollars in costs and time while increasing processing efficiencies Show less

Director

• Dec 2015 - Present

http://www.mydoterra.com/courtneylcote/#/ http://www.mydoterra.com/courtneylcote/#/

Investment Professional

• Oct 2022 - Apr 2023

Russell Reeves Capital serves investors, helping grow their capital through real estate investments. RRC takes investors through the entire investment process, making it easy to understand where funds are going and how they will grow. RRC specialize in Apartment Syndication (ADUs), this asset class provides several advantages to grow wealth. Russell Reeves Capital has acquired ~$85 Million in real estate since November of 2020 and scaling rapidly in 2023. We look forward to meeting and… Show more Russell Reeves Capital serves investors, helping grow their capital through real estate investments. RRC takes investors through the entire investment process, making it easy to understand where funds are going and how they will grow. RRC specialize in Apartment Syndication (ADUs), this asset class provides several advantages to grow wealth. Russell Reeves Capital has acquired ~$85 Million in real estate since November of 2020 and scaling rapidly in 2023. We look forward to meeting and exceeding your financial goals by investing in simple, safe and secure multifamily real estate in San Diego. Show less Russell Reeves Capital serves investors, helping grow their capital through real estate investments. RRC takes investors through the entire investment process, making it easy to understand where funds are going and how they will grow. RRC specialize in Apartment Syndication (ADUs), this asset class provides several advantages to grow wealth. Russell Reeves Capital has acquired ~$85 Million in real estate since November of 2020 and scaling rapidly in 2023. We look forward to meeting and… Show more Russell Reeves Capital serves investors, helping grow their capital through real estate investments. RRC takes investors through the entire investment process, making it easy to understand where funds are going and how they will grow. RRC specialize in Apartment Syndication (ADUs), this asset class provides several advantages to grow wealth. Russell Reeves Capital has acquired ~$85 Million in real estate since November of 2020 and scaling rapidly in 2023. We look forward to meeting and exceeding your financial goals by investing in simple, safe and secure multifamily real estate in San Diego. Show less

Director of Market Development

• Sep 2020 - Sep 2022

Creating science and clinical research for brands in nutraceuticals, life sciences, and cannabis. Creating science and clinical research for brands in nutraceuticals, life sciences, and cannabis.

Fundraising Chair

• Sep 2014 - Mar 2020

http://www.womeninbio.org/wib-chapters/southern-california/ http://www.womeninbio.org/wib-chapters/southern-california/

Director of Key Partnerships

• Jul 2018 - Feb 2020

⬬ Tapped to grow major accounts, create branded CPG products, broker raw ingredient deals, and capture new market share. ⬬ ➤ Grew customer base by 100%+, accounts from ZERO to ~$3.5M in 2-years, and per customer revenue 40% ➤ Captured ~$5.5M+ in new international revenue channels from solidifying profitable company acquisitions ➤ Created and launched 50K units/bags of CBD dog treats for eCommerce distribution, increasing revenue by ~$2.5M and market penetration by 10% for… Show more ⬬ Tapped to grow major accounts, create branded CPG products, broker raw ingredient deals, and capture new market share. ⬬ ➤ Grew customer base by 100%+, accounts from ZERO to ~$3.5M in 2-years, and per customer revenue 40% ➤ Captured ~$5.5M+ in new international revenue channels from solidifying profitable company acquisitions ➤ Created and launched 50K units/bags of CBD dog treats for eCommerce distribution, increasing revenue by ~$2.5M and market penetration by 10% for key customer ➤ Linked and strengthened strategic international partnership which resulted in a successful merger and created ~$17.5M in new revenues ➤ Partnered with SMEs and leveraged customer and market needs to spearhead new product development of 50+ new CBD SKUs which brought in ~$12.5M in new revenue Show less ⬬ Tapped to grow major accounts, create branded CPG products, broker raw ingredient deals, and capture new market share. ⬬ ➤ Grew customer base by 100%+, accounts from ZERO to ~$3.5M in 2-years, and per customer revenue 40% ➤ Captured ~$5.5M+ in new international revenue channels from solidifying profitable company acquisitions ➤ Created and launched 50K units/bags of CBD dog treats for eCommerce distribution, increasing revenue by ~$2.5M and market penetration by 10% for… Show more ⬬ Tapped to grow major accounts, create branded CPG products, broker raw ingredient deals, and capture new market share. ⬬ ➤ Grew customer base by 100%+, accounts from ZERO to ~$3.5M in 2-years, and per customer revenue 40% ➤ Captured ~$5.5M+ in new international revenue channels from solidifying profitable company acquisitions ➤ Created and launched 50K units/bags of CBD dog treats for eCommerce distribution, increasing revenue by ~$2.5M and market penetration by 10% for key customer ➤ Linked and strengthened strategic international partnership which resulted in a successful merger and created ~$17.5M in new revenues ➤ Partnered with SMEs and leveraged customer and market needs to spearhead new product development of 50+ new CBD SKUs which brought in ~$12.5M in new revenue Show less

Executive Advisor

• Aug 2017 - 2019

⬬ Leveraged background, experience, and insight to tap into the human breast milk market by pitching to investors, creating strategic partnerships, consulting and guiding stakeholders, and targeting Key Opinion Leaders (KOLs). ⬬ ➤ Helped startup raise $250K in family & friends investment funds ➤ Penetrated business in hospital NICUs via healthcare systems and GPOs, sealing contracts with 10 NICUs and 50 lactation consultants for a TCV of $150K ⬬ Leveraged background, experience, and insight to tap into the human breast milk market by pitching to investors, creating strategic partnerships, consulting and guiding stakeholders, and targeting Key Opinion Leaders (KOLs). ⬬ ➤ Helped startup raise $250K in family & friends investment funds ➤ Penetrated business in hospital NICUs via healthcare systems and GPOs, sealing contracts with 10 NICUs and 50 lactation consultants for a TCV of $150K

Senior Director, Business Development, Sales, & Solutions

• Sep 2008 - Jul 2018

⬬ Built the West Coast market from scratch and expanded from $600K (2008) to $25M (2018) – 10-25% YoY revenue growth. Coached and mentored 2 directly reporting Sales Professionals to drive growth and expansion. ⬬ ➤ 3X Award Winner for ~118% Quota Attainment, Highest Product Sales (new product launch), & Additional Business ➤ Brought on ~50 small to mid-size biotech, pharma, VC, and investment banks through ValueSelling TM implementation ➤ Won business from competitor who… Show more ⬬ Built the West Coast market from scratch and expanded from $600K (2008) to $25M (2018) – 10-25% YoY revenue growth. Coached and mentored 2 directly reporting Sales Professionals to drive growth and expansion. ⬬ ➤ 3X Award Winner for ~118% Quota Attainment, Highest Product Sales (new product launch), & Additional Business ➤ Brought on ~50 small to mid-size biotech, pharma, VC, and investment banks through ValueSelling TM implementation ➤ Won business from competitor who owned 80% of the market share by presenting superior product and customer care, increasing revenue to $15.5M with a 95% client retention www.evaluategroup.com/public/EvaluatePharma-Overview.aspx Show less ⬬ Built the West Coast market from scratch and expanded from $600K (2008) to $25M (2018) – 10-25% YoY revenue growth. Coached and mentored 2 directly reporting Sales Professionals to drive growth and expansion. ⬬ ➤ 3X Award Winner for ~118% Quota Attainment, Highest Product Sales (new product launch), & Additional Business ➤ Brought on ~50 small to mid-size biotech, pharma, VC, and investment banks through ValueSelling TM implementation ➤ Won business from competitor who… Show more ⬬ Built the West Coast market from scratch and expanded from $600K (2008) to $25M (2018) – 10-25% YoY revenue growth. Coached and mentored 2 directly reporting Sales Professionals to drive growth and expansion. ⬬ ➤ 3X Award Winner for ~118% Quota Attainment, Highest Product Sales (new product launch), & Additional Business ➤ Brought on ~50 small to mid-size biotech, pharma, VC, and investment banks through ValueSelling TM implementation ➤ Won business from competitor who owned 80% of the market share by presenting superior product and customer care, increasing revenue to $15.5M with a 95% client retention www.evaluategroup.com/public/EvaluatePharma-Overview.aspx Show less

Solution Sales Executive

• 2006 - 2008

⬬ Provided customer master development, data integration, IMS validation services, efficient healthcare organization segmentation and physician targeting. ⬬ ➤ Achieved revenue & growth targets in 2008 for new franchise bringing in over a million dollars of new and existing business. ➤ Developed strong ROI scenarios for customers, resulting in sales growth. ➤ Collaborated with Customer to target and validate opportunities and expand relationships. ➤ Identified/Managed… Show more ⬬ Provided customer master development, data integration, IMS validation services, efficient healthcare organization segmentation and physician targeting. ⬬ ➤ Achieved revenue & growth targets in 2008 for new franchise bringing in over a million dollars of new and existing business. ➤ Developed strong ROI scenarios for customers, resulting in sales growth. ➤ Collaborated with Customer to target and validate opportunities and expand relationships. ➤ Identified/Managed resources to develop proposals to reflect IMS capabilities & solutions to customers. • Displaced competition in numerous large pharma accounts including execution of multi-year contracts.

Project Management

• Jun 2003 - Oct 2007

⬬ Supported clients with industry leading facility, organizational and professional databases and data integration. ⬬ ➤ Provided pre-sales and post-sales support resulting in client data and application renewals annually. ➤ Coordinated projects with clients and IMS business team resulting in execution of client deliverables and consistently exceeding client expectations. ➤ Provided ongoing client service and post-sales implementation support, leveraged great customer… Show more ⬬ Supported clients with industry leading facility, organizational and professional databases and data integration. ⬬ ➤ Provided pre-sales and post-sales support resulting in client data and application renewals annually. ➤ Coordinated projects with clients and IMS business team resulting in execution of client deliverables and consistently exceeding client expectations. ➤ Provided ongoing client service and post-sales implementation support, leveraged great customer relations, resulted in contract renewals. ➤ Completed monthly customer projects for Fortune 500 Pharma/Medical Device manufacturers

Sales

• 2001 - 2006

Sales Sales