Experience

• 

  McGeever Family Office

  • Raleigh, North Carolina, United States

  • Director of Partnership Development

    • May 2022 - Present
    • Raleigh, North Carolina, United States

• 

  LCO Capital

  • Raleigh, North Carolina, United States

  • Senior Associate

    • Jun 2020 - Jun 2022
    • Raleigh, North Carolina, United States

• 

  Cofounders Capital

  • Cary, North Carolina, United States

  • Venture Capital Intern

    • Jan 2019 - Dec 2019
    • Cary, North Carolina, United States

    Credit-bearing internship through Kenan-Flagler Business School-Updated financial templates for portfolio companies for ease of use and understanding-Managed website and uploaded necessary documents to properly inform investors-Performed initial diligence for inbound deals and reported findings to partners-Ensured accuracy of internal control documents for accurate financial projections-Led intern team for second half of internship to ensure proper transition and onboarding-Consulted with portfolio companies to provide resources and assistance as necessary-Communicated with portfolio CEOs to ensure communication accuracy and compliance with reporting

• 

  SBTDC

  • Raleigh-Durham, North Carolina Area

  • Technology Commercialization Consultant

    • May 2019 - Jul 2019
    • Raleigh-Durham, North Carolina Area

    Performed go-to-market strategy consulting for 2 small businesses, including but not limited to the following responsibilities--Designed and implemented new CRM architecture for client launching commercialization efforts ensuring actionable customer data is captured and each stage has unique identifying criteria-Developed a visual process document for a complex sales cycle; identified bottlenecks and implemented new processes which increased efficiency and visibility for management and the board of directors-Created multi-pronged outreach campaign to drive customer awareness and interaction; utilized multiple mediums to reach over 6,000 new potential customers with a 20% open rate and 2% click rate-Performed market analysis for niche segment to identify market size, key opinion leaders, and a 90-day lead list for commercialization efforts; gathered information primarily through cold calls and interviews

• 

  McGeever Family Office

  • Raleigh, NC

  • Business Analyst

    • Jun 2015 - Jun 2018
    • Raleigh, NC

    Management Development Program• Conducted first-round interviews of over 150 potential sales reps for major medical diagnostic firm, participated in hiring and on-boarding of 42 new employees in one quarter• Led internal due diligence efforts to compare external due diligence and confirm findings, provided recommendations to company leadership to better assess possible investments• Analyzed clinical disease state data to develop optimized territory plans for sales representative deployment to ensure client and sales personnel success• Identified strategic knowledge gap in finance team and filled the gap by learning to analyze real estate; found a profitable opportunity, and purchased McGeever’s first property• Participated in sales trainings covering topics from Cardiology and Plastic Surgery to Robotics and Diagnostics, ensured trainings ran smoothly, and shared lessons learned to improve future trainings

• 

  SalesForce4Hire

  • Finance and Operations Intern

    • Apr 2014 - Aug 2014

    SalesForce4Hire is a commercialization company focused on supporting the Medical Device, Diagnostic, Pharma/Biotech and Information Technology industries and the investors that back them. Our solutions provide sales and marketing strategies for Pre-Market, Market Launch and Post-Market phases of commercialization. We work with investor-driven start-ups, emerging companies, Fortune 100 companies and international companies looking to enter the U.S. Market.

• 

  Red Hat

  • RHU Intern

    • May 2013 - Aug 2013

    Worked in a Fast-paced and Innovative EnvironmentCreated Complex Content in a Timely and Efficient MannerLed the Development of a Interdepartmental Photo LibraryLed a Research Project on Multiple Outside Companies- Gave 20 Minute Presentation on Results

• 

  SalesForce4Hire

  • Intern

    • Dec 2010 - Jan 2013

    Assisted Accounting Department with Year End AuditsAssisted Human Resources Department with Hiring Process and Year End AuditsUsed Technical Skills to Set-Up and Maintain Various Computers, Both Mac and PCFurther Honed Microsoft Office Suite Skills By Creating Excel Spreadsheets with Complex Formulas