I built revenue pipelines alongside founders at early-stage finance and technology companies, shaping prospecting, sales, and fundraising strategies from first contact through proposals and investor engagement.
For startup clients, I defined ideal customer profiles and sales motions, then tested cold calls, LinkedIn outreach, and warm introductions to identify which channels produced meetings.
I managed multi-month fundraising cycles as the primary deal lead, engaging institutional investors and family offices, presenting company narratives, and managing due diligence. I also built bottoms-up SaaS models that founders used to set pricing and sales targets.
At BMONESBITTBURNS, I developed prospective-client relationships and widened sales funnels as an Associate Investment Advisor. Earlier, at TD WEALTH FINANCIAL PLANNING, I supported financial planners and clients, processed transactions, and built relationships around registered investment plans and account services.
