Consultant to a business publication. Focused on developing marketing approach, sales approach, pricing and price negotiation, customer retention and overall growth strategy
(Authority Magazine, Baltimore, MD)
Consultant to a niche accounting and management firm (Family Office Management) on strategic growth and operational issues related to growth.
(Acadia Family Office, Baltimore, MD)
Strategic and operational reset for an auto parts recycling company that focuses on high-value parts with a well-developed channel presence. Instituted and rationalized buying processes that were both more efficient and effective.
(Maryland Core, Baltimore, MD)
Enhance business model and strategy of a medical loan company to penetrate multiple verticals with different strategies for each vertical that was appropriate for the medical provider, the medical treatment type, the decision process and overall customer experience.
(LoanTime New York, NY)
Consultant subcontractor to a Sales and Marketing training organization. Performed strategic and operational analysis to support wholesale furniture, plastic surgery and structured settlement clients.
(Neuberger & Co., Baltimore, MD)
Codified internal processes to support scale & delegation in support of aggressive growth strategy of a consulting firm serving Fortune 500 clients.
(Datum Strategy, Annapolis, MD)
Developed operational processes to grow a legal services company; Targeting database design; Market planning and specific tactics and marketing goals.
(Patents Ink, Baltimore, MD)
Developed operational approach and perform overall project management to support marketing, and operating a specialty resort.
(HLF, Cambridge, MD)
Developed a growth strategy related to expanding existing products to new markets that require food security and branding. Involved designing research to probe newer markets, define the benefits required and developing an appropriate offering. b (Kosher Tape Plus, Baltimore, MD)
Developed a business case and preliminary go-to-market plan for a niche video/3D animation and product distribution company.
(EMES Productions, Baltimore, MD)
Developed business/marketing strategy for a specialty insurance company (Global Sci-Tech, Baltimore, MD)
Developed a forward looking cash flow projection model based on invoices, scheduled work, work to be scheduled and the sales pipeline. Made recommendations for consolidating information that would lead to forward looking cash flows to provide management with an improved picture of cash, Also suggested methods to manage the business with cash flow as part of the decision process.
(Advanced Heating and Cooling, Reisterstown, MD)
Developed business and sales strategy and supported implementation to dramatically grow a services business to increase sales, establish a stable cash flow position and generally expand, without outrunning cash flow.
(Renue Systems, Baltimore, MD)
Develop a growth strategy and specific tactics including financial management, operational management, marketing and business development for a law firm specializing in intellectual property matters.
(WeissArons, Pomona, NY)
Developing a Business Plan and Go-to-Market implementation plan for a mobile application.
(ChangeUP, Baltimore, MD)
Support development of a Marketing Plan for a wholesale/retail IP telephony provider.
(Capalon Communications, Baltimore, MD)
Developed a financing/equity pitch book for a multi-state Heating/Cooling/Refrigeration company serving thousands of large retail locations.
(BrinesMechanical, Lathrup Village, MI)