At GP Funding Strategies, LLC, I cultivate partnerships and support capital raising strategy, investor outreach, and go-to-market execution across wealth management and capital markets. I use team KPIs to identify growth opportunities and execute initiatives that increased revenue and client retention by approximately 20%.
Through J. Cooper Cordin Consulting, I advised businesses and advisory teams on growth strategy, operations, partnerships, and market expansion. At Paulson Investment Company, I led private capital fundraising that secured $14.5M for a biotech client and supported investor diligence for two Phase III clinical trials.
At Gentry Capital Advisors, I increased firm revenue by $2M through two initiatives tied to secondary market investments and investor demand. I also placed $50M in pre-IPO shares through targeted investor outreach and relationship-driven sales.
At Advanced Equities, I contributed to annual platform fundraising exceeding $1B and personally secured more than $200M in capital. Earlier, I built a book of business exceeding $100M in AUM at Merrill Lynch.
