Kurt Williams, Finance Expert in Indianapolis, IN, United States
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Kurt Williams

Verified Expert  in Finance

Growth Expert

Location
Indianapolis, IN, United States
Toptal Member Since
March 2, 2022

Kurt is an award-winning executive known for exceeding expectations, delivering on time and ahead of schedule, on and under budget, exceeding sales and profitability goals, inspiring teams to accomplish more, and developing strong relationships. He has a background in multiple languages and the mental faculties to see all the pieces that need to go together for success. Kurt's ability to create and implement strategic plans with exceptional results are what sets him apart.

Career Highlights

Chief Operating Officer
Link Observatory Space Science Institute

Case Studies

Work Experience

Chief Operating Officer

2015 - PRESENT
Link Observatory Space Science Institute
  • Hired after successful consulting assignment to implement business strategies outlined during the engagement.
  • Led the organization through the startup phase to formalize business structure, funding sources, and offerings.
  • Created business plans and developed and implemented marketing strategies, fundraising programs, educational programs, and public presentations.
  • Helped design, develop, and implement in-person and virtual AWS SaaS product offerings for the organization.
  • Created and implemented corporate policies and compliance reporting.
  • Oversaw IRS determination filings and received a 501(c)(3) determination letter.
  • Implemented Quickbooks and all accounting and payroll functions.
  • Implemented salesforce and acted as administrator.
  • Grew revenue from $4,000 total for the previous three years to $1 million.
Focus areas: Startups, Fundraising, Organization Building, Organizational Design, Product Development, Product Delivery, Board of Directors, Due Diligence, Business to Business (B2B), Business Strategy, Business Models, Software, Critical Thinking, Financial Analysis, Turnaround, Profit & Loss (P&L), Sales, Marketing, Management Consulting, Consulting, Business Planning, Retail & Wholesale, New Product Development, Process Design, Sales Growth, Market Research, Negotiation, Contract Negotiation, Training, Profit Optimization, Strategy, Business Consulting, Corporate Planning, Corporate Development, Corporate Finance, Financials, Financial Modeling, Revenue Strategy, Revenue Modeling, Executive Consulting, Executive Presentations, Senior Executive Management, Gross Profit Margin Growth, Board Presentations, Go-to-market Strategy, Sales Strategy, Launch Strategy, Strategy Development, Global Strategy, Startup Growth Strategy Development, Development Strategy, Storytelling, Market Entry, Partnerships, Growth Strategy, Strategic Planning, Strategic Planning & Execution, Go-to-market Plans, Value Proposition, Monetization, Monetization Models, Customer Experience Management, Contact, Customer Experience, Marketing Strategy, Direct to Consumer (D2C), Business Analysis, Change Management, Organizational Development, Business Transformation, Technical Business Analysis, Project Management, Business Setup, Business Design, Discovery, Market Research Analyst, Brand Positioning, Brand Guidelines, Branding, Workshops, Stakeholder Engagement, Financial Statements, Business Modeling, Operations, Growth Strategy Consultants, Business Operations, Staffing, COO, Logistics & Supply Chain, Trade Finance, Compliance, Presentations, Knowledge Management, Nonprofits, Grants, Pricing, Key Performance Indicators (KPIs), Analytics, Data Analytics, Agile Product Management, Subscriptions, Cohort Analysis, Roadmaps, Customer Data, Product Management, Pricing Models, Process Mapping, Use Case Analysis, Workflow Diagrams, Lean Product Manager, United States, Company Strategy, Microsoft PowerPoint, Excel 365, Business Process Improvement (BPI), Business Process Flow (BPF), Process Flows, Performance Improvement, Documentation, Financial Restructuring, Restructuring, Forecasting, Cost Reduction & Optimization (Cost-down), Operating Models, TOM, Business Services, Revenue Analysis, Small Business, Small Business Consultants, Small Business Management, Chief Operations Officer (COO), Management, Budgeting, Marketplaces, Three-statement Modeling, Travel & Leisure, Process Improvement, Business Processes, Reporting, Business Development, Fundraising Strategy, B2B, Software as a Service (SaaS), SaaS, Revenue & Expense Projections, Early-stage Startups, Grant Proposals, Financing, Audits, Financial Planning & Analysis (FP&A), Program Management, Team Management, Operational Efficiency Improvement, Motivation, Team Effectiveness, Team Mentoring, Team Leadership, Annual Planning, Crisis Management, Business to Business to Consumer (B2B2C), B2B2C, Writing & Editing, Performance Management, Risk Management, Innovation, Innovation Strategy, Executive Coaching, Sales Effectiveness, Chief of Staff, Chief Operations Officer (COO), Digital Marketing, SaaS, Organizational Structure, Process Optimization, Analytics, Customer Relationship Management (CRM), Lead Generation, Project Management, Sales, Sales Effectiveness, Sales Funnel, Sales Process Management, Sales Training, Salesforce, Software as a Service (SaaS), Workflow, Business Advisory, Growth, Email Marketing

Managing Director

2010 - PRESENT
ALA, LLC
  • Helped 100% of turnaround clients become profitable in six months. Worked with cross-industry clients, including the Link Observatory Space Institute, Indy Powersports, Rochester Polaris, Limestone Partners, Wabash American, MASCA, and others.
  • Created business plans, including turnaround action planning, M&A negotiations and strategies, market identification, marketing and sales growth opportunities, profit and loss projections, and action plans.
  • Managed the site and building construction feasibility, zoning and regulatory approvals, franchise negotiations, and action plan identification for businesses ranging from startup operations to established retail and wholesale operations.
  • Developed and implemented sales and marketing plans that captured over $2.5 million in new business for a small company.
Focus areas: Turnaround, Turnaround Consultant, Turnaround Management, Profit & Loss (P&L), Board of Directors, Due Diligence, Business to Business (B2B), Business Strategy, Business Models, Software, Critical Thinking, Financial Analysis, Startups, Organization Building, Organizational Design, Product Development, Product Delivery, Sales, Marketing, Management Consulting, Consulting, Business Plan Consulting, Business Planning, Mergers & Acquisitions (M&A), Retail & Wholesale, International Development & Economics, New Product Development, Process Design, International Commerce, Sales Growth, Key Account Management, Account Management, Computer Networking, Market Research, Negotiation, Contract Negotiation, Training, Manufacturing, Profit Optimization, Strategy, Business Consulting, Corporate Planning, Corporate Development, Corporate Finance, Financials, Financial Modeling, Revenue Strategy, Revenue Modeling, Executive Consulting, Executive Presentations, Senior Executive Management, Gross Profit Margin Growth, Board Presentations, Go-to-market Strategy, Sales Strategy, Launch Strategy, Strategy Development, Global Strategy, Startup Growth Strategy Development, Development Strategy, Storytelling, Market Entry, Partnerships, Growth Strategy, Strategic Planning, Strategic Planning & Execution, Go-to-market Plans, Value Proposition, Monetization, Monetization Models, Contact Centers, Customer Experience Management, Contact, Customer Experience, Marketing Strategy, Direct to Consumer (D2C), Consumer Packaged Goods (CPG), Business Analysis, Change Management, Organizational Change Management (OCM), Organizational Development, Business Transformation, Technical Business Analysis, Post-merger Integration, Rollups, Project Management, Business Setup, Business Design, Discovery, Market Research Analyst, Brand Positioning, Brand Guidelines, Branding, Workshops, Stakeholder Engagement, Financial Statements, Business Modeling, CEO, Operations, Growth Strategy Consultants, Business Operations, Staffing, COO, Global Operations, Logistics & Supply Chain, Trade Finance, Compliance, Presentations, Knowledge Management, Pricing, Key Performance Indicators (KPIs), Analytics, Data Analytics, Agile Product Management, Cohort Analysis, Roadmaps, Customer Data, Product Management, Pricing Models, Process Mapping, Use Case Analysis, Financial Services, Workflow Diagrams, Lean Product Manager, United States, Company Strategy, Microsoft PowerPoint, Excel 365, Business Process Improvement (BPI), Lean Six Sigma, Business Process Flow (BPF), Process Flows, Performance Improvement, Documentation, Financial Restructuring, Restructuring, Forecasting, Cost Reduction & Optimization (Cost-down), Logistics & Warehousing, Operating Models, TOM, Artificial Intelligence (AI), Business Services, Revenue Analysis, Small Business, Small Business Consultants, Small Business Management, Chief Operations Officer (COO), Management, Budgeting, Marketplaces, Three-statement Modeling, Travel & Leisure, Process Improvement, Business Processes, Reporting, Business Development, Fundraising Strategy, B2B, Software as a Service (SaaS), SaaS, Revenue & Expense Projections, Early-stage Startups, Grant Proposals, Financing, Audits, Financial Planning & Analysis (FP&A), Program Management, Team Management, Operational Efficiency Improvement, Motivation, Team Effectiveness, Team Mentoring, Team Leadership, Annual Planning, Crisis Management, Business to Business to Consumer (B2B2C), B2B2C, Writing & Editing, Performance Management, Risk Management, Innovation, Innovation Strategy, Executive Coaching, Sales Effectiveness, Chief of Staff, Chief Operations Officer (COO), Digital Marketing, Organizational Structure, Process Optimization, Analytics, Customer Relationship Management (CRM), Lead Generation, Project Management, Sales, Sales Effectiveness, Sales Funnel, Sales Process Management, Sales Training, Salesforce, Software as a Service (SaaS), Workflow, Business Advisory, Growth, Email Marketing

District Sales Manager

2003 - 2010
Polaris
  • Managed all aspects of a dealer network for over 30 independent dealerships across Indiana; sales, service, support, prospecting, and customer service.
  • Exceeded Polaris sales and revenue goals every year. Increased Polaris's market share in the district from 13% to over 40%.
  • Awarded North American DSM of the Year in 2009 and DSM Incentive Winner in 2004.
  • Identified and captured a $10 million new market opportunity resulting in a 40% increase in revenue.
  • Established uniform sales team processes and procedures, resulting in a 15% efficiency improvement.
  • Assisted dealers in developing and implementing business plans, retail plans, marketing strategies, business improvements, and business operations plans, resulting in a more efficient, effective, and profitable dealer network.
  • Worked with dealers on business efficiency and effectiveness, so while over 30% of Powersports dealers across the country closed during the economic recession, not one Polaris dealer in the Indiana district closed due to the recession.
Focus areas: Profit & Loss (P&L), Sales, Marketing, Due Diligence, Business to Business (B2B), Business Strategy, Business Models, Software, Critical Thinking, Financial Analysis, Organization Building, Organizational Design, Product Delivery, Turnaround, Turnaround Management, Management Consulting, Consulting, Business Plan Consulting, Business Planning, Retail & Wholesale, Process Design, Sales Growth, Key Account Management, Account Management, Market Research, Negotiation, Training, Manufacturing, Profit Optimization, Strategy, Business Consulting, Corporate Planning, Corporate Development, Financials, Financial Modeling, Revenue Strategy, Revenue Modeling, Executive Consulting, Executive Presentations, Gross Profit Margin Growth, Board Presentations, Go-to-market Strategy, Sales Strategy, Launch Strategy, Strategy Development, Global Strategy, Startup Growth Strategy Development, Storytelling, Market Entry, Partnerships, Growth Strategy, Strategic Planning, Strategic Planning & Execution, Go-to-market Plans, Value Proposition, Customer Experience Management, Contact, Customer Experience, Marketing Strategy, Direct to Consumer (D2C), Consumer Packaged Goods (CPG), Business Analysis, Change Management, Organizational Change Management (OCM), Organizational Development, Business Transformation, Technical Business Analysis, Project Management, Business Setup, Business Design, Discovery, Market Research Analyst, Brand Positioning, Brand Guidelines, Branding, Workshops, Stakeholder Engagement, Financial Statements, Business Modeling, Operations, Growth Strategy Consultants, Business Operations, Global Operations, Logistics & Supply Chain, Compliance, Presentations, Knowledge Management, Pricing, Key Performance Indicators (KPIs), Analytics, Data Analytics, Customer Data, Pricing Models, Process Mapping, Use Case Analysis, Workflow Diagrams, Lean Product Manager, United States, Company Strategy, Microsoft PowerPoint, Excel 365, Business Process Improvement (BPI), Business Process Flow (BPF), Process Flows, Performance Improvement, Documentation, Financial Restructuring, Restructuring, Forecasting, Cost Reduction & Optimization (Cost-down), Logistics & Warehousing, Operating Models, TOM, Business Services, Revenue Analysis, Small Business, Small Business Consultants, Small Business Management, Chief Operations Officer (COO), Management, Budgeting, Marketplaces, Travel & Leisure, Process Improvement, Business Processes, Reporting, Business Development, B2B, Revenue & Expense Projections, Financing, Audits, Financial Planning & Analysis (FP&A), Program Management, Team Management, Operational Efficiency Improvement, Motivation, Team Effectiveness, Team Mentoring, Team Leadership, Annual Planning, Crisis Management, Business to Business to Consumer (B2B2C), B2B2C, Writing & Editing, Performance Management, Risk Management, Innovation, Innovation Strategy, Executive Coaching, Sales Effectiveness, Chief of Staff, Organizational Structure, Process Optimization, Analytics, Lead Generation, Project Management, Sales, Sales Effectiveness, Sales Funnel, Sales Process Management, Sales Training, Workflow, Customer Relationship Management (CRM), Business Advisory, Growth, Email Marketing

Managing Director

2001 - 2003
Williams Consulting
  • Helped 100% of turnaround clients become profitable within six months, and 100% of startups receive seed funding within nine months.
  • Created business plans, including turnaround action planning, M&A negotiations and plans, market identification, marketing and sales growth opportunities, profit and loss projections, and site and building construction feasibility.
  • Managed zoning and regulatory approvals, franchise negotiations, and action plan identification for businesses ranging from startup operations to established retail and wholesale operations.
  • Coordinated purchasing functions for a manufacturing company resulting in a 30% reduction in costs.
Focus areas: Management Consulting, Consulting, Profit & Loss (P&L), Business Plan Consulting, Business Planning, Startups, Turnaround, Board of Directors, Due Diligence, Business to Business (B2B), Business Strategy, Business Models, Software, Critical Thinking, Financial Analysis, Organization Building, Organizational Design, Product Development, Product Delivery, Turnaround Consultant, Turnaround Management, Sales, Marketing, Mergers & Acquisitions (M&A), Retail & Wholesale, New Product Development, Process Design, International Commerce, Sales Growth, Key Account Management, Account Management, Computer Networking, Market Research, Negotiation, Contract Negotiation, Training, Profit Optimization, Strategy, Business Consulting, Corporate Planning, Corporate Development, Corporate Finance, Financials, Financial Modeling, Revenue Strategy, Revenue Modeling, Executive Consulting, Executive Presentations, Senior Executive Management, Gross Profit Margin Growth, Board Presentations, Go-to-market Strategy, Sales Strategy, Launch Strategy, Strategy Development, Global Strategy, Startup Growth Strategy Development, Development Strategy, Storytelling, Market Entry, Partnerships, Growth Strategy, Strategic Planning, Strategic Planning & Execution, Go-to-market Plans, Value Proposition, Monetization, Monetization Models, Contact Centers, Customer Experience Management, Contact, Customer Experience, Marketing Strategy, Direct to Consumer (D2C), Consumer Packaged Goods (CPG), Business Analysis, Change Management, Organizational Change Management (OCM), Organizational Development, Business Transformation, Technical Business Analysis, Post-merger Integration, Rollups, Project Management, Business Setup, Business Design, Discovery, Market Research Analyst, Brand Positioning, Brand Guidelines, Branding, Workshops, Stakeholder Engagement, Financial Statements, Business Modeling, CEO, Operations, Growth Strategy Consultants, Business Operations, Staffing, COO, Global Operations, Logistics & Supply Chain, Trade Finance, Compliance, Presentations, Knowledge Management, Pricing, Key Performance Indicators (KPIs), Analytics, Data Analytics, Agile Product Management, Cohort Analysis, Roadmaps, Customer Data, Product Management, Pricing Models, Process Mapping, Use Case Analysis, Financial Services, Workflow Diagrams, Lean Product Manager, United States, Company Strategy, Microsoft PowerPoint, Excel 365, Business Process Improvement (BPI), Lean Six Sigma, Business Process Flow (BPF), Process Flows, Performance Improvement, Documentation, Financial Restructuring, Restructuring, Forecasting, Cost Reduction & Optimization (Cost-down), Logistics & Warehousing, Operating Models, TOM, Business Services, Revenue Analysis, Small Business, Small Business Consultants, Small Business Management, Chief Operations Officer (COO), Management, Budgeting, Marketplaces, Three-statement Modeling, Travel & Leisure, Process Improvement, Business Processes, Reporting, Business Development, Fundraising Strategy, B2B, Software as a Service (SaaS), SaaS, Revenue & Expense Projections, Early-stage Startups, Financing, Audits, Financial Planning & Analysis (FP&A), Program Management, Team Management, Operational Efficiency Improvement, Motivation, Team Effectiveness, Team Mentoring, Team Leadership, Annual Planning, Crisis Management, Business to Business to Consumer (B2B2C), B2B2C, Writing & Editing, Performance Management, Risk Management, Innovation, Innovation Strategy, Executive Coaching, Sales Effectiveness, Chief of Staff, Chief Operations Officer (COO), Organizational Structure, Process Optimization, Analytics, Lead Generation, Project Management, Sales, Sales Effectiveness, Sales Funnel, Sales Process Management, Sales Training, Software as a Service (SaaS), Workflow, Customer Relationship Management (CRM), Business Advisory, Growth, Email Marketing

General Manager

1997 - 2001
Hockett Family Companies
  • Managed a consortium of several automotive businesses, including startup and ongoing operations, for family-owned entrepreneurial ventures.
  • Held full responsibility for multi-million dollar organizational expansion into a foreign country, including site development, building construction, and regulatory and zoning approvals.
  • Turned $200 million operations from losing over $950,000 the previous year to profits over $50,000 per month within six months. Turned around East Coast operations, growing revenue from—may have been breaking even—to over $80,000 profit per month.
  • Participated as a senior management team member developing tactical and short and long-term corporate direction, including customer identification, marketing strategies, needs identification, strategic planning, and action plan development.
  • Recruited, trained, and managed over 500 employees, including salesforce. Fixed operations, front and back-office, and administrative support personnel domestically and internationally.
Focus areas: Mergers & Acquisitions (M&A), Greenfield, Development, Retail & Wholesale, Profit & Loss (P&L), Due Diligence, Business to Business (B2B), Business Strategy, Business Models, Software, Critical Thinking, Financial Analysis, Startups, Organization Building, Organizational Design, Product Delivery, Turnaround, Turnaround Consultant, Turnaround Management, Sales, Marketing, Management Consulting, Consulting, Business Plan Consulting, Business Planning, International Development & Economics, Process Design, International Commerce, Sales Growth, Market Research, Negotiation, Contract Negotiation, Training, Vendors & Suppliers, Profit Optimization, Strategy, Business Consulting, Corporate Planning, Corporate Development, Corporate Finance, Financials, Financial Modeling, Revenue Strategy, Revenue Modeling, Executive Consulting, Executive Presentations, Senior Executive Management, Gross Profit Margin Growth, Board Presentations, Go-to-market Strategy, Sales Strategy, Launch Strategy, Strategy Development, Global Strategy, Startup Growth Strategy Development, Storytelling, Market Entry, Partnerships, Growth Strategy, Strategic Planning, Strategic Planning & Execution, Go-to-market Plans, Value Proposition, Monetization, Monetization Models, Customer Experience Management, Contact, Customer Experience, Marketing Strategy, Business Analysis, Change Management, Organizational Change Management (OCM), Organizational Development, Business Transformation, Technical Business Analysis, Post-merger Integration, Rollups, Project Management, Business Setup, Business Design, Discovery, Market Research Analyst, Brand Positioning, Brand Guidelines, Branding, Workshops, Stakeholder Engagement, CEO, Operations, Growth Strategy Consultants, Business Operations, Staffing, COO, Global Operations, Logistics & Supply Chain, Trade Finance, Compliance, Presentations, Knowledge Management, Pricing, Key Performance Indicators (KPIs), Analytics, Data Analytics, Roadmaps, Customer Data, Pricing Models, Process Mapping, Use Case Analysis, Workflow Diagrams, United States, Company Strategy, Microsoft PowerPoint, Excel 365, Business Process Improvement (BPI), Business Process Flow (BPF), Process Flows, Performance Improvement, Documentation, Financial Restructuring, Restructuring, Forecasting, Cost Reduction & Optimization (Cost-down), Operating Models, TOM, Business Services, Revenue Analysis, Small Business, Small Business Consultants, Small Business Management, Chief Operations Officer (COO), Management, Budgeting, Marketplaces, Three-statement Modeling, Process Improvement, Business Processes, Reporting, Business Development, Fundraising Strategy, B2B, Revenue & Expense Projections, Early-stage Startups, Financing, Audits, Financial Planning & Analysis (FP&A), Program Management, Team Management, Operational Efficiency Improvement, Motivation, Team Effectiveness, Team Mentoring, Team Leadership, Annual Planning, Crisis Management, Business to Business to Consumer (B2B2C), B2B2C, Writing & Editing, Performance Management, Risk Management, Innovation, Innovation Strategy, Executive Coaching, Sales Effectiveness, Chief of Staff, Chief Operations Officer (COO), Organizational Structure, Process Optimization, Analytics, Lead Generation, Project Management, Sales, Sales Effectiveness, Sales Funnel, Sales Process Management, Sales Training, Workflow, Business Advisory, Growth

Product Development Manager

1996 - 1997
Indiana Business Modernization and Technology Corporation
  • Established a new product development process and directed five different product development workgroups, including software and implementation products comprising salaried and hourly employees.
  • Managed proprietary software development activities, including customers' needs identification, development timelines, budget, beta testing, and rollout. All product groups were on schedule and under budget.
  • Participated as a member of the senior management team developing tactical and short and long-term corporate directions, including customer identification, marketing strategies, needs identification, strategic planning, and action plan development.
Focus areas: International Development & Economics, New Product Development, Process Design, Business to Business (B2B), Business Strategy, Business Models, Software, Critical Thinking, Financial Analysis, Organization Building, Organizational Design, Product Development, Product Delivery, Profit & Loss (P&L), Sales, Consulting, Business Plan Consulting, Business Planning, Retail & Wholesale, Sales Growth, Market Research, Contract Negotiation, Training, Profit Optimization, Strategy, Business Consulting, Corporate Planning, Financials, Financial Modeling, Revenue Strategy, Executive Presentations, Senior Executive Management, Go-to-market Strategy, Sales Strategy, Launch Strategy, Strategy Development, Development Strategy, Storytelling, Market Entry, Partnerships, Growth Strategy, Strategic Planning, Strategic Planning & Execution, Go-to-market Plans, Value Proposition, Monetization, Monetization Models, Contact, Marketing Strategy, Direct to Consumer (D2C), Consumer Packaged Goods (CPG), Project Management, Business Design, Discovery, Market Research Analyst, Brand Positioning, Brand Guidelines, Branding, Workshops, Stakeholder Engagement, Operations, Business Operations, Logistics & Supply Chain, Compliance, Presentations, Knowledge Management, Key Performance Indicators (KPIs), Data Analytics, Agile Product Management, Customer Data, Product Management, Pricing Models, Process Mapping, Use Case Analysis, Workflow Diagrams, Lean Product Manager, United States, Company Strategy, Microsoft PowerPoint, Excel 365, Business Process Improvement (BPI), Lean Six Sigma, Business Process Flow (BPF), Process Flows, Performance Improvement, Documentation, TOM, Management, Budgeting, Marketplaces, Process Improvement, Business Processes, Reporting, B2B, Software as a Service (SaaS), SaaS, Revenue & Expense Projections, Audits, Financial Planning & Analysis (FP&A), Program Management, Team Management, Operational Efficiency Improvement, Motivation, Team Effectiveness, Team Mentoring, Team Leadership, Annual Planning, Crisis Management, Business to Business to Consumer (B2B2C), B2B2C, Writing & Editing, Performance Management, Risk Management, Innovation, Innovation Strategy, Executive Coaching, Sales Effectiveness, Organizational Structure, Process Optimization, Analytics, Project Management, Sales, Sales Effectiveness, Sales Process Management, Sales Training, Workflow

International Marketing Manager

1993 - 1995
Cummins
  • Negotiated worldwide exclusivity agreements with four different accounts with sales totaling over $1.1 billion annually while increasing sales by 5% and profitability by 8%.
  • Executed as an account manager for customers with operations in North and South America, Europe, Japan, and Africa.
  • Developed and led training, sales, and marketing presentations to presidents, CEOs, the executive team, dealer and distributor personnel, and decision-makers of OEMs and customers in North America, Europe, and Japan.
  • Contributed to Cummins’ worldwide strategic long and short-term planning group as a member.
Focus areas: International Commerce, Sales, Sales Growth, Profit & Loss (P&L), Key Account Management, Account Management, Business to Business (B2B), Business Strategy, Software, Critical Thinking, Financial Analysis, Marketing, Business Planning, Retail & Wholesale, International Development & Economics, Market Research, Negotiation, Contract Negotiation, Training, Vendors & Suppliers, Manufacturing, Profit Optimization, Strategy, Business Consulting, Corporate Planning, Corporate Development, Financials, Financial Modeling, Revenue Strategy, Revenue Modeling, Executive Presentations, Gross Profit Margin Growth, Go-to-market Strategy, Sales Strategy, Strategy Development, Global Strategy, Storytelling, Partnerships, Growth Strategy, Strategic Planning, Strategic Planning & Execution, Contact Centers, Customer Experience Management, Contact, Marketing Strategy, Project Management, Market Research Analyst, Branding, Workshops, Stakeholder Engagement, Operations, Growth Strategy Consultants, Business Operations, Global Operations, Logistics & Supply Chain, Compliance, Presentations, Knowledge Management, Data Analytics, Customer Data, Pricing Models, Use Case Analysis, United States, Microsoft PowerPoint, Excel 365, Business Process Improvement (BPI), Lean Six Sigma, Performance Improvement, Forecasting, Logistics & Warehousing, TOM, Business Services, Revenue Analysis, Management, Budgeting, Marketplaces, Process Improvement, Reporting, Business Development, B2B, Revenue & Expense Projections, Audits, Team Management, Motivation, Team Effectiveness, Team Mentoring, Team Leadership, Annual Planning, Crisis Management, Business to Business to Consumer (B2B2C), B2B2C, Writing & Editing, Performance Management, Risk Management, Executive Coaching, Sales Effectiveness, Project Management, Sales, Sales Effectiveness, Sales Funnel, Sales Process Management, Sales Training, Workflow, Growth
2021 - 2021

Certification in Cybersecurity

Eleven Fifty Academy - Indianapolis, USA

1987 - 1991

Bachelor's Degree in Economics, Philosophy and Pre-med

Indiana University - Indiana, USA

JUNE 2021 - JUNE 2023

CompTIA Security+

CompTIA

JUNE 2021 - JUNE 2023

CompTIA Network+

CompTIA

Finance

Profit & Loss (P&L), Market Research, Financial Restructuring, Forecasting, Cost Reduction & Optimization (Cost-down), Revenue & Expense Projections, Business Advisory, Fundraising, Mergers & Acquisitions (M&A), Due Diligence, Corporate Finance, Financial Modeling, Revenue Modeling, Monetization Models, Rollups, Trade Finance, Pricing, Budgeting, Three-statement Modeling, Financial Planning & Analysis (FP&A)

Output Software

Microsoft PowerPoint

Industry Expertise

Retail & Wholesale, Nonprofits, Small Business, Software, Early-stage Startups, Financial Services, Travel & Leisure

Geographic Expertise

United States

Other

Critical Thinking, Financial Analysis, Startups, Organization Building, Organizational Design, Turnaround, Turnaround Consultant, Turnaround Management, Sales, Marketing, Management Consulting, Consulting, Business Plan Consulting, Business Planning, Process Design, Sales Growth, Key Account Management, Account Management, Negotiation, Contract Negotiation, Training, Manufacturing, Profit Optimization, Board of Directors, Business to Business (B2B), Business Strategy, Strategy, Business Consulting, Executive Consulting, Executive Presentations, Senior Executive Management, Strategy Development, Storytelling, Growth Strategy, Strategic Planning, Strategic Planning & Execution, Project Management, Brand Positioning, Workshops, Stakeholder Engagement, Financial Statements, CEO, Operations, Growth Strategy Consultants, Business Operations, Staffing, COO, Global Operations, Logistics & Supply Chain, Presentations, Grants, Key Performance Indicators (KPIs), Data Analytics, Process Mapping, Company Strategy, Excel 365, Business Process Improvement (BPI), Performance Improvement, Restructuring, Small Business Consultants, Small Business Management, Chief Operations Officer (COO), Management, Process Improvement, Business Development, B2B, Program Management, Team Management, Operational Efficiency Improvement, Team Leadership, Business to Business to Consumer (B2B2C), B2B2C, Writing & Editing, Executive Coaching, Chief of Staff, Chief Operations Officer (COO), Organizational Structure, Process Optimization, Sales, Sales Effectiveness, Growth, Product Development, Product Delivery, Greenfield, Development, International Development & Economics, New Product Development, International Commerce, Computer Networking, Vendors & Suppliers, Business Models, Corporate Planning, Corporate Development, Financials, Revenue Strategy, Gross Profit Margin Growth, Board Presentations, Go-to-market Strategy, Sales Strategy, Launch Strategy, Global Strategy, Startup Growth Strategy Development, Development Strategy, Market Entry, Partnerships, Go-to-market Plans, Value Proposition, Monetization, Contact Centers, Customer Experience Management, Contact, Customer Experience, Marketing Strategy, Direct to Consumer (D2C), Consumer Packaged Goods (CPG), Business Analysis, Change Management, Organizational Change Management (OCM), Organizational Development, Business Transformation, Technical Business Analysis, Post-merger Integration, Business Setup, Business Design, Discovery, Market Research Analyst, Brand Guidelines, Branding, Business Modeling, Compliance, Knowledge Management, Analytics, Agile Product Management, Customer Data, Product Management, Pricing Models, Use Case Analysis, Workflow Diagrams, Lean Product Manager, Lean Six Sigma, Business Process Flow (BPF), Process Flows, Documentation, Logistics & Warehousing, Operating Models, TOM, Business Services, Revenue Analysis, Marketplaces, Business Processes, Reporting, Fundraising Strategy, Grant Proposals, Financing, Audits, Motivation, Team Effectiveness, Team Mentoring, Annual Planning, Crisis Management, Performance Management, Risk Management, Innovation, Innovation Strategy, Sales Effectiveness, SaaS, Analytics, Customer Relationship Management (CRM), Lead Generation, Project Management, Sales Funnel, Sales Process Management, Sales Training, Workflow, Cybersecurity, Subscriptions, Cohort Analysis, Roadmaps, Artificial Intelligence (AI), Software as a Service (SaaS), SaaS, Web3, Digital Marketing, Salesforce, Software as a Service (SaaS), Email Marketing

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