Previous Experience

Following is a summary of some significant areas of experience that our team has that may be tapped into by Sellers that require Value Added Reseller services.

For more information about the value and role of a Value Added Seller, click here.

  • Personal Services

     

    • Multi-year full-time consigliere and Concierge services for multi-centimillionaire NASDAQ company founder and CEO
       

    • Advisor to hundreds of high net worth investors and business owners.

  • Sales Management

     

    • Recruited and managed 200 B to B salespeople.
       

    • Recruited and managed external referral network of hundreds of individuals.
       

    • Implemented policies and procedures manuals.
       

    • Established and managed large call center with several dozen high volume closers resulting in tens of millions of dollars in annual revenue.
       

    • Top seminar presenter of company (among over a 400).

  • Investor Relations

    • Syndicated over $600 million in preconstruction real estate.

    • Raised $7 million on series A institutional venture capital.
       

    • Advisor to multiple blockchain companies that raised over $100 million.
       

    • Investor and advisor for investor relations platform responsible for investor acquisition for 50% of all successful Reg A. offerings.



       

  • Real Estate

    • Financed and rehabbed hundreds of single family rental properties.
       

    • Preconstruction investment syndication of over $600 million in real estate.
       

    • Developed automated valuation and search software tool to automatically analyze investment potential of real estate throughout the United States (by integrating nationwide listing APIs with sophisticated calculators).
       

    • Property management of over 100 unit facilities.

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  • Regulatory 

    • Regulatory Affairs Director for multi state health plan, charged with submission and management of all periodic regulatory filings. 
       

    • Regulatory Affairs advisor for multiple international blockchain companies with a focus on U.S. securities and real estate requirements.
       

    • Managed registration and licensing of regulated entities in several industries, including real estate, mortgage, lending, securities, insurance, health care, tax, and financial planning.

  • FinTech

     

    • Raised institutional capital for real estate risk reduction insurance and platform.
       

    • Advisor to several blockchain companies.
       

    • Managed sales and marketing for fast growth B to B SAAS company.
       

    • Created nationwide investment software integrating national listings API with sophisticated calculator

       


       

  • Market Research

    • In depth industry and market research of many established and emerging industries, including sophisticated financial and market analysis.
       

    • Development of several unique business models designed to spark initial traction, reduce sales friction and / or to encourage residual income.







       

  • Marketing

     

    • Developed and managed display advertising in national magazines totalling over $3 million in spend.
       

    • Managed digital marketing campaigns, including content marketing, public relations, affiliate marketing and pay per click advertising, employing industry best practices. 
       

    • Managed aggressive strategic partner referral program totaling hundreds of referral agents.