Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$250,000.00Target Investment:
$175,000.00
Skills
Education
- EC
- Uo
Work Experience
2019
Multi-Unit Franchise Owner
2019
As a multi-unit franchise owner of Pure Barre studios in the Triangle area of North Carolina, I lead strategic planning and operational management to ensure the success and growth of our studios. My responsibilities include: --Financial Forecasting: Developing and implementing financial plans to drive profitability and growth. --Organizational Planning: Structuring and optimizing our organizational framework for efficiency and scalability. --Team Leadership: Leading and developing a high-performing sales team of 28 sales associates, fostering a culture of high performance and accountability. --Revenue Strategy: Crafting and executing revenue strategies, and measuring performance to ensure targets are met. --Payroll and Benefits Management: Overseeing payroll processes and employee benefits to maintain a motivated and satisfied workforce. --Human Resources: Managing HR functions, including recruitment, training, and employee relations, to build a strong, cohesive team.
Portfolio Owner
2012
Managed the acquisition of cash-flowing single-family rentals in Greenville, NC Leveraged Fannie Mae/Freddie Mac loans and small bank financing Developed market expertise and built value-driven relationships Consistently achieved over 30% annual ROI
2015 - 2022
Senior Account Executive | Americas Large Enterprise
2019 - 2022
Gartner, Inc. (NYSE: IT) is the world’s leading research and advisory company. We deliver the insight necessary for our clients to make the right decisions, every day. I Partner with C-level executives and their teams to develop and implement an effective enterprise wide IT strategy that delivers against their most critical business priorities. Strategic account management responsible for delivering solutions that drive tangible results that benefit my client's business in the form of increased revenues, cost reductions, risk mitigation, increased efficiency, business intelligence and time to market, among many other critical business priorities. Build excellent trust-based, value added executive relationships offering insightful and strategic input to their business. Orchestrate resources and build support teams committed to and accountable for my clients' success.
Major Account Executive | State and Local Government
2017 - 2018
Gartner, Inc. (NYSE: IT) is the world’s leading research and advisory company. We deliver the insight necessary for our clients to make the right decisions, every day. I Partner with C-level executives in State and Local Government to develop and implement an effective enterprise wide IT strategy that delivers against their most critical business priorities. Strategic account management responsible for delivering solutions that drive tangible results that benefit my client's business in the form of increased revenues, cost reductions, risk mitigation, increased efficiency, business intelligence and time to market, among many other critical business priorities. Build excellent trust-based, value added executive relationships offering insightful and strategic input to their business. Orchestrate resources and build support teams committed to and accountable for my clients' success. • Responsible for $1.65M in enterprise client revenue based in Washington and Montana • Closed new logo to Gartner within the first month of starting the job in 2017 • Retained 90% of service contracts in first year • Achieved quota in first year resulting in 185% growth to plan and 153% growth to plan in year 2 • Finished 2017 ranked within the top 300 globally Awards and Accolades Gartner Winner's Circle--2018 Gartner Winner’s Circle—2017 Gartner Club 300--2017
Client Partner | State and Local Government
2015 - 2016
The Client Partner Group is responsible for building strategic partnerships to ensure clients leverage Gartner services and receive maximum value from their investment. The Client Partner role provides proactive account management with focus on: • Aligning research and consultancy support to clients' top IT strategic and tactical initiatives • Maintaining strategic partnerships with IT executives and their direct reports to deliver solutions for their agency's critical priorities • Driving retention in existing accounts by providing support through proactive engagement in client services • Creating revenue growth in collaboration with field sales team partnerships Individual responsibilities included: • Managing 200+ C-suite executive relationships via direct communication and custom support • Providing support for enterprise IT strategic and tactical initiatives for state and local government agencies across 12 states and Canadian provinces • Ensuring renewal of existing client services and uncovering opportunities for additional support