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Work Background
Key Wellbeing CooperativeExecutive Director Offering & Finance
Feb. 2024United StatesResponsible for identifying revenue opportunities and designing product offerings for the Key Wellbeing Cooperative. Products focus on evolving the collective global consciousness and promoting universal wellbeing, health, and balance in all areas of life.
Wheel & SprocketGeneral Manager
Feb. 2023 - Oct. 2024• Optimized store training, layout to exceed company targets for units per transaction, key accessory add-ons, average transaction value, service return rate.
• Top seller in company for electric bicycles over $5000. As smallest store became one of three locations selected for premier ebike showroom due to selling 200% of goal service plans and selling highest percentage of premium product.
• Trained multiple new hires to sell premium product with no prior sales experience. Supervised team that exceeded every company-wide KPI target in 2023 by training attention to detail, client follow-up, and leading team meetings to source innovative solutions to lagging indicators.
Ocean Future ConsultingPrincipal
Oct. 2022Principal consultant and owner of Ocean Future Consulting, LLC. My startup and business development consultancy specializes in entering new business verticals, identifying key market opportunities, and building financial business models and scenario justifications for investment and market entry hypotheses.
• Supported software startup $2m series seed capital raise by forecasting revenue and user growth, hiring needs, and 2-year cash flow. Included historical revenue and 10-year growth plan. Acted as primary investor contact and negotiation partner.
• Developed unprecedented cooperative housing revenue model for affordable housing initiative, drafted pro forma, capitalization strategy, business plan for multimillion dollar property acquisition.
• Provided independent white-paper, technical research audit for artificial intelligence startup as part of sales and investor presentations. Resulted in continued successful client acquisition, retention, and revenue.
• Currently involved in active $2.5m series seed SAFE round. Created financial outlook, revised pitch deck, advised on round structure and choice of financial instruments. Providing ongoing edits and negotiation support in investor conversations.
Wheel & SprocketSales Manager
Sep. 2022 - Feb. 2023Fitchburg, Wisconsin, United States
Future Velo, IncChief Operating Officer
Jan. 2022 - Sep. 2022• Organized seed investment tranche of $2 million. Led pitch meetings, investor relations.
• Independently designed, implemented core business processes, driving >100% year-over-year revenue growth for 2 consecutive years. Processes included accounting; inventory, database management; marketing, sales funnels.
• Wrote business plans, designed key strategies for marketing, business development, community engagement to support $1.2m sales goal. Independently contributed more than 60% of top-line revenue. Left company in September on track for revenue target.
• Forecasted and managed budgets, P&L statements, inventory, purchasing, cash planning. Renegotiated supplier agreements during cash constrictions to avoid major debt defaults.
Future Velo LLCIndependent Management, Operations, Sales Consultant
Jun. 2020 - Jan. 2022See COO Future Velo, Inc.
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