Founder-side executive leadership for an early-stage longevity healthcare company, working across strategy, operations, commercialization, finance, governance, people, vendors, partnerships, and launch execution. Served as an integration point across multiple interdependent workstreams, translating founder objectives into operating priorities, decisions, ownership, and execution. Managed approximately 7–10 employees and coordinated outside specialists and professional advisors. Responsibilities included company financial oversight, payroll and expense approvals, vendor contracts, banking and corporate matters, operating processes, organizational structure, positioning and customer research, strategic partnerships, shareholder and governance matters, and commercialization planning. Much of the role involved identifying where strategy, organizational capacity, and execution were no longer aligned and determining which issue needed to be resolved first rather than simply adding more activity.

Senior executive leadership across a founder-led group of affiliated financial businesses spanning investment research and publishing, broker-dealer activities, alternative investments, marketing, investor relations, and business management. Held responsibility across strategy, company finances, budgets and pro formas, operations, marketing, technology, regulatory matters, investor relations, business development, vendors, staff, banking, audits, controls, and new initiatives. Worked in regulated financial-services environments including broker-dealer operations, alternative investments, private and exempt securities offerings, and a hedge fund-of-funds. Served in FINRA financial-operations and compliance capacities and worked directly with accountants, auditors, attorneys, regulators, investors, and other external stakeholders. Operated at the intersection of founder strategy and execution, frequently addressing issues that crossed entity, functional, ownership, financial, regulatory, and commercial boundaries rather than fitting neatly inside one department.

Led development of a new founder-led marketing platform from concept through launch, connecting customer insight, positioning, editorial strategy, CRM, campaigns, web execution, vendors, and national events into one commercial system. Combining regulator ETF strategy and execution. Defined target audiences, positioning and messaging; developed the editorial and customer journey architecture; coordinated creative and technical specialists; directed CRM and campaign development; and connected marketing activity to acquisition and commercial objectives. Served as the integration point between founder vision, marketing strategy, creative production, technology, vendors, and launch operations. The work required converting a broad founder concept into a practical market proposition, execution sequence, and functioning launch platform rather than optimizing a single marketing channel.

M.C.P.C. - Master Certified Professional Coach

CLCI

2022

Credential ID: ICF ACCREDITED