Work experience

Work experience
Feb 2013 - Present

Business Development

Brooks International, West Palm Beach, FL
  • Initiate and maintain relationships with Chairmen and CEOs of public and private companies with minimum annual revenues of $750 million or greater
  • Facilitate face-to-face meetings between Brooks executives and top executives at potential client companies
  • Work alongside a Business Development Executive to obtain new business and manage current relationships
  • Provide support on priority accounts by coordinating activities, obtaining client intelligence, and identifying areas of opportunity
  • Maintain a pipeline of top revenue opportunities; currently, forecasting $6.2 million in new revenue for 2015
  • Engage in company, market, and industry-specific research in order to discuss key issues facing top executives with potential clients and  Brooks employees
  • Analyze financial condition of target companies through financial statements, filings, and database research
  • Assist Business Development Executive and project teams in client meetings and preparation of proposals
  • Support the development of new hires through training and ongoing performance management
  • Managed internal projects including business development workflow,  CRM database integrity, and the launch of a new territory
Aug 2011 - Dec 2012

Investment Banking Analyst

Littlebanc Advisors LLC, Investment Banking, Boca Raton, FL
  • Assisted in all aspects of the firm's business development strategy from formation to execution
  • Developed and implemented a lead generation program utilizing database analysis, Capital IQ, web-based research, conference postings, professional referrals, and various lists and rankings
  • Analyzed financial statements and filings to determine the suitability of potential clients
  • Acted as the point-of-contact for potential clients, current clients, and investment firms Assisted in the preparation and maintenance of investor presentations and financial models
  • Participated in entire deal process, from deal origination to pitching potential investors
  • Assisted Senior Management in construction of pitchbooks, teasers, and confidential information memoranda through company and industry research, comparable company analysis, and precedent transaction analysis
Apr 2010 - Jun 2011

Annual Giving Call Center Supervisor

The Ohio State University, Columbus, OH
  • Monitored and managed more than 130 callers to ensure an efficient and productive operation
  • Created and implemented a performance-based evaluation system utilizing quantitative data analysis in Excel
  • Restructured the interview process in order to focus on specific, relevant qualities and reduce turnover by 40%
  • Designed a new caller training program which helped increase the average pledge rate by 17%
  • Maintained Microsoft Access database to efficiently manage employee information and scheduling
  • Acquired incentives for callers by contacting local businesses and forming mutually beneficial relationships
  • Built targeted prospect lists and scripts based on giving history, educational background, and key demographics


Sep 2006 - Mar 2011

Bachelor of Science in Business Administration

The Ohio State University, Columbus, OH

Concentration:  Logistics Management

Campus Involvement:  The Logistics Association, Undergraduate Finance Association, FisherCARES, Intramurals



Account Management

Business Development

Microsoft Excel

Financial Analysis

Project Management