Experience

Strategic Voyages Business Consultants

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Owner and Sr. Consultant

  • Apr 2018 - Present

  Strategic Voyages is The Outsourced CFO Team for businesses without a full time CFO. We provide business consulting services that focuses on helping businesses with finances, operations, and software. The company has a history of working with businesses in a multitude of industries.As the Owner and Sr. Consultant, I am accountable for end-to-end engagement management and delivery as well as business development, relationship management, and account management.Select Engagements• For several enterprises, raised a combined $20 Million+ of capital through investors and financing• Scaled annual revenue by 14X over 3 years for a Business Consulting Firm• Secured an initial PO with a National Retailer for over 10,000 units for a Start up• Created in-depth business plan designed for investor presentations and executed crowd funding campaign to raise over US$10K• Developed and executed go-to-market strategy resulting in over 1,000 units sold in year one• Supported a growing start-up in Shark Tank presentation• For a service company – Implemented an ERP System including integration with legacy processes; led human capital planning including succession plan and skills and management inventory to support operational and strategic objectiveswww.SVBusinessConsultants.com



Balance Stress Management & Therapy

• United States
• Individual and Family Services

• Director Of Operations

  • 2016 - Present

  Balance Stress Management and Therapy is an integrative and holistic mental health practice headquartered in Elgin, Illinois. I manage the operations, finance, marketing, and strategic growth of the practice. With overall P&L accountability for the practice's operations, I was able to effectively double annual revenue YoY, with improvements to bottomline and top-line financial performance. Accomplished by analyzing competitive environment and developing appropriate marketing strategy, implementing technology that improved customer experience, and refined policies and procedures. I led the successful launch of a secondary location and am on track to open a third.www.BalanceStressTX.com