Will Connelly

Business Development Analyst at KAL Capital Markets LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Orange County, California, United States, US
Languages
  • Spanish -

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Bio

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Credentials

  • Disruptive Strategy with Clayton Christensen
    Harvard Business School
    Jun, 2016
    - Nov, 2024

Experience

    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Business Development Analyst
      • Mar 2020 - Present

    • Marketing Specialist
      • Jul 2019 - Mar 2020

    • United States
    • Advertising Services
    • 1 - 100 Employee
    • Business Development Manager
      • Aug 2017 - Apr 2019

      Boostly is a powerful Instagram growth service designed to help business owners generate more sales through social media. We help our clients drive targeted traffic to their Instagram page by engaging with users and key influencers within their target demographic. • Created a data-driven approach to our sales process & over a 6-mth period increased month-to-month revenue growth from 2.4% to 5.8%, as well as improving the open rate of our cold email outreach process by ~6% • Closed & managed 200+ of my own clients which was $10k+ monthly recurring revenue with the avg. subscription being $175 • Initiated new outreach strategy, which is directly responsible for majority of revenue increase • Managed marketing & sales workflows Show less

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Analyst
      • Apr 2016 - Jul 2017

      Principal investment and acquisition advisory firm specializing in industry focused acquisitions as partners with private equity funds and corporations seeking bolt-on or platform acquisitions. Coordinated conversations between interested sellers and buyers; led a research team of 2-3 people in order to compile industry specific opportunities; spoke with many industry experts to determine fragmented markets and suggest new strategies to clientsSelected Advisory Project Experiences:• Aerospace & Defense: Advised the acquisition strategy and research for Aerospace & Defense Precision Machining; conducted a Portfolio company search for an Aerospace MRO company for a PE client (AUM $1b+); attended industry trade shows after researching all companies to determine which companies would be of highest interest and set up meetings for clients at multiple tradeshows• Medical Manufacturing: Recommended an acquisition strategy for a PE client (AUM $5b+) based off of market & product fit; conducted the industry & tradeshow research; coordinated several initial meetings between target companies and client; completed one transaction• Deathcare: Assisted a publicly traded deathcare company ($84.24m mkt cap); canvassed current and new geographies for potential acquisitions; coordinated 5+ cemetery and funeral home visits; reached out to 100+ target companies to determine size and market fit Show less

    • Junior Analyst
      • Jan 2016 - Apr 2016

    • Research Analyst Intern
      • Aug 2015 - Dec 2015

    • United States
    • Book and Periodical Publishing
    • 1 - 100 Employee
    • Credit and Collections Manager
      • Oct 2014 - Aug 2015

      Supplemental educational publisher of classroom learning décor and research-based, teacher-tested products for teachers, institutions and parents. • Evaluated customer accounts to determine risk and credit limits, to create new terms that allowed them to continue business while decreasing accounts receivable • Called on approx. 20 – 30 delinquent clients per day • Created reports for the CFO to track progress and show the decreasing A/R Supplemental educational publisher of classroom learning décor and research-based, teacher-tested products for teachers, institutions and parents. • Evaluated customer accounts to determine risk and credit limits, to create new terms that allowed them to continue business while decreasing accounts receivable • Called on approx. 20 – 30 delinquent clients per day • Created reports for the CFO to track progress and show the decreasing A/R

    • United States
    • Oil and Gas
    • 300 - 400 Employee
    • Marketing and Communications Intern
      • May 2014 - Jul 2014

      Worked with managers to create pitches which elevated Clean Energy's Brand Image. Created a Social Media plan designed to increase customer engagement. Worked with managers to create pitches which elevated Clean Energy's Brand Image. Created a Social Media plan designed to increase customer engagement.

    • United States
    • Investment Banking
    • 500 - 600 Employee
    • Financial Analyst Intern
      • Jun 2013 - Aug 2013

      Worked within the analyst pool at Eastdil Secured. I received an abbreviated version of their new analyst training program. Learned how to work with Argus and create cashflows using excel. Worked within the analyst pool at Eastdil Secured. I received an abbreviated version of their new analyst training program. Learned how to work with Argus and create cashflows using excel.

    • Real Estate
    • 200 - 300 Employee
    • Property Development Intern
      • Jun 2012 - Aug 2012

      Worked in the Leasing, Marketing, Accounting, and Property Management. Made spreadsheets on Excel for Accounting and Leasing Purposes. Worked in the Leasing, Marketing, Accounting, and Property Management. Made spreadsheets on Excel for Accounting and Leasing Purposes.

Education

  • University of Southern California
    BS, Business Administration, Management and Operations
    2010 - 2014

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