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SUMMARY

Life-long learner and avid technophile with 17+ years of leadership experience in business development, sales, recruiting, marketing, corporate M&A, strategic business consulting, and enterprise technology solution roles

QUALIFICATIONS

17 years leadership experience in business development, sales, recruiting, marketing, corporate M&A, strategic business consulting, and enterprise technology solution roles

7 years in recruiting, training, and sales team development including candidate sourcing, interviewing, onboarding, training & development, and directing small and large sales teams and administrative staff

Extensive knowledge of using and selling enterprise software technology solutions including artificial intelligence, project management, CRMs, sales and marketing tools, recruiting tools, digital strategy, social media management, operations, communication & collaboration and leadership

Engaging speaker, presenter, & coach and have frequently led and participated products, services, start-ups and business competition pitches

PROFESSIONAL EXPERIENCE

Sesh

Head of Business Development/Capital Raise, Los Angeles, CA (01/20 to 06/20)

Grew database of enterprise prospects to over 50,000, target marketed researched early adopter groups & successfully generated large enterprise sales leads in Alpha and Beta stages of our artificial intelligence, machine-learning SaaS company product

Successfully led pre-seed and seed round fund raising efforts from angel, venture capital and family office investor groups

Led development of enterprise and corporate sales strategy for Empath, a patented Artificial intelligence, machine learning, “state of mind” sentiment analysis technology to bring emotional intelligence to users

Determined optimal performance of sales and marketing teams, and synthesized and delivered data- informed sales and investor reports to stakeholders on performance with support from data & analytics resources

Trained on agile work environments and neuroscience-based team learning platforms including lean canvasing, stand-ups, and retrospective meeting methods Impact Capital Group

Vice President of Sales & Marketing and Co-Founder, Los Angeles, CA (08/19 to 01/20)

Founding member of investment banking firm with a focus on matching impact investment companies with impact investors, private wealth and foundations focused on impact-first investments utilizing technology and database resources and personal relationship building strategies.

Successfully formed and demonstrated a new operational model of investment banking that decreased buyer and seller matching sales cycle time and time to close by over 25%.

Managed new and existing family offices, high-level centers of influence and advisory partner KJ KJ KATIE JANSEN

310-***-**** adeg1u@r.postjobfree.com /IN/ADVISOLOGY

2

Diamond Capital Advisors

Director, Investment Banking, Los Angeles, CA (10/17 to 01/20)

Successfully led boutique investment banking business development and deal origination sales and marketing strategies through strategic partnerships, professional and industry events, networking, target marketing, referral partners, and centers of influence

Worked business valuations, buy and sell-side mergers & acquisitions, and capital raise deals across a wide range of industries and size deals

Participated in all aspects of IB process including drafting pitch decks, research & analysis, buyer selection, sales and marketing of deals to strategic and financial buyers, drafting teasers and information memorandum documents, facilitating due diligence meetings and assisting with the buyer negotiation process.

Advisology

Sales & Marketing Consultant, Milwaukee, WI/Los Angeles, CA (01/13 to 10/17)

Successful Sales, Marketing, Operations, Lead Generation, Business Planning, Technology and Digital and Traditional Marketing Strategy Business Consulting for resulting in an average of 25%+ increased revenue growth and overall profitability.

Provided strategic growth plans and activity management utilizing innovative technology with traditional sales and marketing strategies for independent and lower-middle market businesses in Southern CA and nationwide

Proven results in increasing client prospects, lead generation, meeting activity, networking event participation, target market penetration, 401(k) rollover and sales opportunities, time management effectiveness, operational efficiency, and overcoming strategic sales or technology utilization reluctance.

Waddell & Reed

District Sales Director, Los Angeles, CA (11/14 to 02/16)

Successfully recruited, hired, trained, developed and oversaw a team of over 25 salespersons and 3 administrative staff growing the team over 40% in under 2 years and increasing overall revenue of district by over 30%

Led innovative training & development of team including sales planning & forecasting, lead generation, target marketing, marketing strategy, activity management, goal setting, appointment setting, referral training, strategic partnership building, overcoming objections, product training, meeting strategy, closing strategies, and client retention training

Asked to speak and train all company nation-wide district and regional leadership team at annual Leadership Conference on digital and social media strategies for better recruiting and selection and increasing average sales team revenue

EDUCATION

University of Wisconsin—Madison (1996-2000)

Bachelor of Arts, Behavioral Science and Law

University of Southern California Los Angeles (2006-2007) Continuing Education Courses, Real Estate Finance and Real Estate Investment CERTIFICATIONS, LICENSES, AWARDS

FINRA Series 7, 66, 63, and 24 Licenses

Named “Top 5” Nationwide Recruiting Director at MetLife and asked to help design and implement firm-wide Recruiting Best Practices (2011)

Awarded “First Place” as #1 sales team nationally by TICA (2005)

Invited to co-author “GAMA Next Ideas for Online Recruiting” (2016) 3

LinkedIn Certified Trainer and Recruiter

ACCOMPLISHMENTS

GAMA “Next Ideas for Online Recruiting”, Author, (2016)

LIMRA Social Media for Financial Services Annual Silver Bowl Awards Judge, (2013 & 2014)

NAIFA Inland Empire Keynote Speaker, (2014)

Financial Planning Association (FPA) Los Angeles Chapter Keynote Speaker, (2014)

Lakeforest Chamber of Commerce, "LinkedIn for Small Business Owners " Speaker, (2012)

RealShare Conference, Century Plaza Hotel Speaker and Panel Member, (2006)

Federation of Exchange Accommodators Annual Conference Panel Moderator, (2005) PROFESSIONAL TRAINING

Training by Sandler Sales Training, Inc.—Personal Sales Coaching for Financial Services Managers and Recruiters (2010)

Training by Steven Schiffman, DEI—Private Sales Training by Renowned Author, Lecturer and Sales Coach (2005)

Training by Sam Richter, Know More Center on Google Boolean Logic and Deep Web Research and lead generation

Training by Mark Sheer— Sales & Lead Generation through Referral Recruiting Process, Increasing Flow and Retention of Financial Professionals (2011)

Trainer and Coach for Digital and Social Strategy Selling / Invitee to LinkedIn’s annual

“Talent Connect” Conference (2013)

DISC Personality Profile Training (2014-2015)

TECHNOLOGY SOFTWARE TOOLS AND RESOURCES SKILLS

BUSINESS DEVELOPMENT & SALES

LinkedIn

Sales Navigator

Pitchbook

Capital IQ

Crunchbase Pro

Crystal.io

Hubspot

Marketo

MailChimp

SurveyMonkey

GetProspect.io

Hunter.io

RocketReach

ZoomInfo

Persist IQ

Outfunnel

Mentions

eGrabber

Lead Leaper

GuideStar

WhoGottheNews

Crystal.io

SalesLoft

Mention

PayPal

Square

Close.io

GetResponse.io

LEADERSHIP & OPERATIONS

Trello

Slack

Monday.com

Asana

Evernote

Coggle

Miro

Zoom

Google Meet

Skype

GoTo Meeting

GoTo Webinar

Pipedrive

Drobox

DocuSign

DocSend

Join.me

Zoom

Google Docs

Stackshare.io

Microsoft

SurveyMonkey

Zoho Projects

Smartsheet

Crystal.io

Meyers-Briggs

Disc Assessment

Wrike

Peoplelogic.ai

MARKETING & RESEARCH

Sales Decks

Investor Decks

LinkedIn Publisher

Sales Navigator

UpLead

Keynote

PowerPoint

Figma

4

Marketo

Google Analytics

WordPress

Typeform

DocSend

MailChimp

Constant Contact

Klout

Facebook

LinkedIn

Bloglovin’

Contently

Scoop.it

Muck Rack

SurveyMonkey

Optimizely

SEMrush

Photoshop

Canva

GiphyCam

PicsArt

Pixlr.com

Evernote

SimilarWeb

ZoomInfo

Rapportive

Sprout Social

Hashtagify

Hootsuite Pro

TrendSpottr

Tweetdeck

Sales

Navigator

Pitchbook

Capital IQ

Tumblr

Google

Keywords

RavensTools

CUSTOMER RELATIONSHIP MANAGEMENT (CRM):

Goldmine

Copper

Salesforce

Pipedrive

Close.io

Insightly

Zoho CRM

Close.io

Hubspot

EBix SmartOffice

HighRise CRM

Recruit CRM

Taleo

Pipeliner CRM

PROFESSIONAL AFFILIATIONS

Los Angeles Chamber of Commerce (2019 – Present)

Century City Chamber of Commerce, Chairperson (2018 - 2020)

Ellevate Network, Los Angeles, Member, (2018 – Present)

Association of Corporate Growth (ACG), Member, Los Angeles (2017- Present)

Exit Planning Institute (EPI), Member, Los Angeles (2017 – Present)

Financial Planning Association (FPA) Member and Speaker, (2003--2018)

GAMA International Member and Author, (2016)

National Association of Insurance & Financial Planners (NAIFA), Member & Speaker, (2006-2013)

LIMRA/LOMA “Silver Bowl Awards for Social Media” in Financial Services, Panel Judge, (2013 and 2014)

Commercial Real Estate Women (CREW) Member, (2007-2009)

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