Invests in
Locations:
Min Investment:
$10,000.00Max Investment:
$50,000.00Target Investment:
$25,000.00
Skills
Education
- UA
- LB
- Uo
Lists including Jeff
Work Experience
2021
Chief Executive Officer
2021
Building and operating a company that helps Managed Service Prividers scale through education, templates and tools.
2015
Founding Member / General Partner
2015
Founding member of Westchester Angels investment group. Some our portfolio companies include:
2018 - 2022
Yoga Instructor
2018 - 2022
Well, yoga teaching. I have this on here because it’s fun.
2019 - 2021
Chief Operating Officer / Chief Marketing Officer
2019 - 2021
Worked on improving and optimizing systems to support growth.
2013 - 2019
Principal, Strategy Practice Lead
2013 - 2019
At Stratist we help companies grow and reinvent themselves for the future. Consulting to help businesses grow: identify market opportunities and create projects to deliver results. Clients ranged from local businesses to startups to multinationals like BHP Billiton. I also created a digital marketing offering - because it was needed.
2009 - 2013
Managing Director Americas / COO
2009 - 2013
Grew this consulting business from a three person startup to a sustainable consulting business through hiring, mentoring and leading consultants to deliver high quality projects. Increased project capacity from one project to four concurrent projects and created and executed on plans to delver 50% to 100% annual revenue increases. Projects included strategy and innovation projects. We designed large-scale scenario strategies that prioritized M&A opportunities, guided investment decisions and informed organization design. Some results included 15% YOY growth, acquisitions to reach target production and earnings and a redesign of operations.
2002 - 2009
Board of Directors
2007 - 2009
A leader in the creation of a shared services office to drive down costs, improve service delivery and improve operations management. Developed a shared services operation aligned to operating needs. Led initiative to create shared metrics with operations.
General Manager Business Development, Diamonds (Corporate Development)
2008 - 2009
Created the business development strategy for diamonds, identifying options for growth and developing the plans to execute. Our team worked globally to define potential acquisitions, evaluate the opportunities and negotiate deals. These opportunities ranged from off take agreements in Angola, to acquisitions in Canada and operational changes in Australia.
Business Development Executive, Southern Africa
2006 - 2008
Developed corporate development function for Rio Tinto in South Africa Created strategies for market entry and corporate actions. Managed the operations of divestitures and investments. Negotiated agreements with regional partners. Corporate Development Operational Management, GM COO Service operations management Strategy Development Market entry strategy Product strategy
Manager of Market Strategy
2004 - 2006
Performed global market and competitive analysis, supporting $500 million in sales through product strategy development, alignment between operations and marketing and assessing investment opportunities. Worked with commercial leadership team to manage sales and marketing.
Senior Market Analyst
2002 - 2004
Created market analyses to support the sales function including pricing and competitive positioning. Created product strategies. Evaluated investment opportunities including acquisitions and project proposals. Developed tools for continuous market analysis. Aligned operations management with marketing to create more efficient operations. Experience: market analysis, financial analysis, organizational design, communication, sales support, negotiation support.
1997 - 2000
Information Technology Support Manager
1997 - 2000
It project management.