Experience

Mitch Daniels Leadership Foundation

• United States
• Non-profit Organization Management
• 1 - 100 Employee

• MDLF Fellow

  • Apr 2022 - Present

  The MDLF Fellowship is a statewide network of change agents who bridge the gap between Indiana’s current and future leaders. Moreover, it serves to be a space for breaking down barriers and building up innovative ideas. The Fellows identify, promote, and apply critical thinking and action to opportunities that will make Indiana a better place to work and live. The Fellows are given access to influential people, organizations, and resources to accelerate the state's progress on key growth initiatives. Fellows are selected by the MDLF Board based on their demonstration of leadership potential through personal and professional achievements.



MCM CPAs & Advisors (now part of Cherry Bekaert)

• United States
• Accounting
• 100 - 200 Employee

• Director of Practice Growth

  • Sep 2019 - Present

  I lead the charge in developing and implementing best practices in business development, marketing, service development, and community engagement across the firm’s midwestern footprint. I lead the efforts with the rest of firm management to develop strategic growth plans and marketing budgets to strengthen the firm’s presence in all of our markets.

• Practice Growth Executive

  • May 2018 - Sep 2019

  As a large regional CPA firm, MCM CPAs & Advisors provides highly specialized services to a broad range of clients.Privately and publicly held businesses, not-for-profits, small businesses and individuals across the region and throughout the country receive personalized attention and local access from national level talent. We specialize in a variety of tax, assurance, accounting and consulting services and are proud to offer expertise in more than a dozen disciplines, each staffed by a team of highly qualified professionals.



KOIT Global Investments

• United States
• Investment Management
• 1 - 100 Employee

• Co-Founder/Executive Director

  • Jan 2016 - Dec 2022

  KOIT Global Investments is an EB-5 Regional Center designated by the United States Citizenship and Immigration Services (USCIS). We are commissioned to spur economic growth through the investment of foreign capital into regional development projects. Simply put, we are in the business of helping facilitate the creation of quality, long-term jobs. Our job is to spread this awareness around the world and to invite investors to help continue our region’s growth by investing in developments in the area. Doing so not only allows the investors to eventually gain permanent residency in the United States, but also helps to change the lives of countless American families.



Dentons Bingham Greenebaum

• United States
• Law Practice
• 100 - 200 Employee

• Business Development Lead

  • Oct 2013 - Jan 2016

  As Business Development Lead at Bingham Greenebaum Doll LLP, I worked with the Chief Marketing and Business Development officer to ensure that the firm’s lawyers have high quality, responsive support and resources to drive business development activity. I worked with lawyers, practice groups and industry teams to write RFPs, develop market strategies and competitive intelligence reports and other analytics and to help drive business to the firm. As Business Development Lead at Bingham Greenebaum Doll LLP, I worked with the Chief Marketing and Business Development officer to ensure that the firm’s lawyers have high quality, responsive support and resources to drive business development activity. I worked with lawyers, practice groups and industry teams to write RFPs, develop market strategies and competitive intelligence reports and other analytics and to help drive business to the firm.



Young Professionals Association of Louisville (YPAL)

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Ambassador

  • 2010 - Aug 2013

  - Educate members about the services and benefits of their membership. - Foster new member engagement in YPAL programs, events and committees. - Nurture quality relationships with existing and potential YPAL Members. - Represent the organization’s leadership at YPAL programs, events and committees. - Educate members about the services and benefits of their membership. - Foster new member engagement in YPAL programs, events and committees. - Nurture quality relationships with existing and potential YPAL Members. - Represent the organization’s leadership at YPAL programs, events and committees.



Midwest Center for Foreign Investment (MCFI)

• United States
• Investment Management
• 1 - 100 Employee

• Director of Investor Services

  • Aug 2011 - Jul 2013

  -Responsible for managing investment funds for development portfolio of $50M+-Managed both domestic and international business development and investor sourcing -Developed investor and project related process structures and procedures-Coordinated global marketing campaign to attract foreign capital -Controlled maintenance and distribution of private placement investment documents-Screened and evaluated investment offerings for funding-Subject Matter Expert on EB-5 Foreign Investment Program

• Investor Relations - Latin America

  • 2011 - 2012

  -Served as principal contact for Latin American investors-Presented investment offerings to qualified foreign investors and agents-Established and maintained business development contacts for future growth in new markets-Authored briefs on targeted countries, organizations, and agents-Flagged suspicious foreign marketing agents and/or prospective investors



Taco Taxes, LLC

• United States
• Financial Services

• Managing Director

  • 2010 - 2011

  -Recovered business credit rating to industry standard to secure revolving line of credit of $10K+ -Directed operations of three (3) regional tax preparation offices – opened one (1) in new market -Drafted comprehensive business and franchising plans -Established budget and cash management systems -Enhanced brand from unknown, questionable venture to viable, minority-targeted business -Modernized internal technology to increase capabilities and efficiency -Recovered business credit rating to industry standard to secure revolving line of credit of $10K+ -Directed operations of three (3) regional tax preparation offices – opened one (1) in new market -Drafted comprehensive business and franchising plans -Established budget and cash management systems -Enhanced brand from unknown, questionable venture to viable, minority-targeted business -Modernized internal technology to increase capabilities and efficiency



Hanover College

• Higher Education
• 300 - 400 Employee

• Student Representative for Committee on Learning and Teaching

  • Aug 2008 - Mar 2010

  - Represent student body on committee- Participate in discussions of methods for professor evaluation- Assist in write-up of assessment survey for accreditation report

• Student Advisory Board Public Relations Director

  • 2009 - 2010

  - Build and maintain the reputation of the program through internal and external sources- Represent fellow business scholars’ voice- Assist in planning and fufilling business scholar workshops/events

• Lead Ambassador

  • 2007 - 2010

  - Manage scheduling and hiring for approx. 35 student ambassadors- Assist in planning and coordinating admission events- Train ambassadors and assess performance- Coordinate with Admission staff

• Student Life Intern

  • 2007 - 2010

  - Creation of needed student information guide- Creation of needed brochures, diagrams, and forms- Enter data from budgets, surveys, and activities; checked data for accuracy- Develop and organize spreadsheets and databases - Perform additional tasks as needed



Switzerland County Economic Development Corporation

• United States
• Public Policy Offices
• 1 - 100 Employee

• Economic Development Intern

  • 2009 - 2009

  - Researched, developed, and conducted business retention and expansion survey for county's basic employers - Designed Annual Report - Extensive project research for: asset mapping, regional marketing, creation of regional edc, strategic economic multipliers, location mapping, renewable energy possibilities, small business development center creation - Creation and maintenance of SCEDC's social profiles: Twitter, Facebook, LinkedIn, Google - Researched, developed, and conducted business retention and expansion survey for county's basic employers - Designed Annual Report - Extensive project research for: asset mapping, regional marketing, creation of regional edc, strategic economic multipliers, location mapping, renewable energy possibilities, small business development center creation - Creation and maintenance of SCEDC's social profiles: Twitter, Facebook, LinkedIn, Google



The Church of Jesus Christ of Latter-day Saints

• United States
• Religious Institutions
• 700 & Above Employee

• Full-Time Missionary

  • 2005 - 2007

  - Served the Hispanic communities of the Greater New York City Area through service - Taught the gospel of Jesus Christ - Gained significant exposure to multiple cultures - Developed myself mentally and spiritually - Served the Hispanic communities of the Greater New York City Area through service - Taught the gospel of Jesus Christ - Gained significant exposure to multiple cultures - Developed myself mentally and spiritually