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Work experience

Feb 2013Present

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 2011Dec 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 2010Jun 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 2006Mar 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