Topline Score

Bio

Generated by
Topline AI

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

Experience

    • United States
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Founding Partner
      • Oct 2021 - Present

      Strategic advisory and investment firm helping early-stage companies create customer value to scale adoption. Evaluate angel and VC-track companies and deals for investment consideration. Advise nascent companies on strategies for building business models and brands, developing product strategy, and go-to-market strategies. Advise ventures on business infrastructure, including organizational development, governance, sales and marketing. Strategic advisory and investment firm helping early-stage companies create customer value to scale adoption. Evaluate angel and VC-track companies and deals for investment consideration. Advise nascent companies on strategies for building business models and brands, developing product strategy, and go-to-market strategies. Advise ventures on business infrastructure, including organizational development, governance, sales and marketing.

    • United States
    • Advertising Services
    • Founder and CEO
      • Jan 2009 - Present

      Led physical and virtual team of experts across strategy, planning, creative, growth marketing, data analytics, partnerships and execution. Ideated growth strategy for health-care tech startup resulting in 5x valuation multiple and sucessful exit. Created branding, go-to-market, and monetization strategy, achieving a 1,500% increase in customers as well as 300% revenue growth. Developed enterprise-level rebranding strategy for a $16B financial services firm culminating in strategic positioning and brand platform development. Led interpretation of market research, focus group predictive analysis, brand sentiment study, customer engagement review, and market segmentation. Developed brand archetypes, narrative, rubric, and strategic roadmap. Created brand identity and campaign for a multi-billion dollar investment banking firm. Assessed/intepreted brand purpose, beliefs, and values. Curated key insights, initiated benchmark study, go-to-market strategy, activation program, digital strategy and visualization campaign.

    • United States
    • Advertising Services
    • Founder & CEO
      • Jan 1999 - Dec 2009

      Bootstrapped company and grew from a manufacturer of branded merchandise to a full-service Experiential Agency. Orchestrated successful exit of two business units to focus on strategic planning and brand development model. Bootstrapped company and grew from a manufacturer of branded merchandise to a full-service Experiential Agency. Orchestrated successful exit of two business units to focus on strategic planning and brand development model.

    • Founder and Certified Financial Planner
      • Jul 1995 - Jan 2002

      Built asset management practice and brokerage business before the concept of day trading existed. Provided customers a trading floor, direct access to markets and tools for managing transactions. Sold company in 2002. Built asset management practice and brokerage business before the concept of day trading existed. Provided customers a trading floor, direct access to markets and tools for managing transactions. Sold company in 2002.

Community

You need to have a working account to view this content. Click here to join now