Jason Kumpf

CEO

San Francisco, California, United States28 yrs 3 mos experience
AI Enabled

Key Highlights

  • Award-winning global growth leader
  • Expert in international business expansion
  • Avid AI adopter and innovator
Stackforce AI infers this person is a Fintech executive with extensive experience in sales leadership and international business development.

Contact

Skills

Core Skills

Sales LeadershipStrategic PartnershipsCorporate StrategyInnovation DevelopmentBusiness DevelopmentDevelopment StrategyPayment SolutionsRelationship BuildingMarketing CampaignsCommunication

Other Skills

Growth StrategiesStrategic Sales PlansExecutive LeadershipProduct InnovationExecutive ManagementMarketingDirect SalesInternational SalesInternational BusinessLeadershipStrategic LeadershipSales & Marketing LeadershipCross-functional Team LeadershipTeam LeadershipPartner Relationship Management

About

Jason Kumpf is a Chief Revenue Officer who leads Sales, Partnership, Account Management, Marketing, Automation & AI Teams to success. He is an award-winning global growth leader, manager, consultant, and advisor with over twenty years of successful experience in management consulting, business development, partnerships, finance, advising, sales, and marketing. Jason is an avid AI adopter, prompt engineering to maximize AI's benefits. He also has trained global teams to leverage AI to increase their output and maximize their success. Jason focuses on the end client, ensuring that his company delivers exceptional value for them while enabling continued growth and future success for all parties. He is a persistent top producer, over performing and generating exponentially more business for his clients, partners, and company than his competitors. Jason can innovate on the spot, creating elegant and pragmatic solutions to challenging issues. His network is vast and deep, with connections to decision-makers at enterprise and fast-growing firms. If you are looking to expand globally or improve your international success in the US, Europe, or Asia, he can help. Are you looking to have a presence in Silicon Valley with an insider? Jason is your advisor and connection. He is frequently invited to speak at events in the US, UK, and Canada to help companies expand globally and is an advisor to groups that want to connect to Silicon Valley. Jason Kumpf's experience spans from the Global Fortune 500 to deca-unicorn startups. He has led a diverse set of essential initiatives, resulting in hundreds of millions of dollars in revenues and transactions. His ability to navigate different industries and business models is a testament to his versatility and adaptability. From Advisor Board to Executive Consultant, he can quickly identify missed opportunities, generate ideas to capture and maximize those opportunities, implement the programs necessary, and build the team to execute. As a C-Level executive, Jason has experience with the CRO, CMO & CCO roles and responsibilities. Jason is hyper-interested in AI, Quantum Computing, Genetics, Biotech and Fintech innovations that can change lives for the better.

Experience

28 yrs 3 mos
Total Experience
2 yrs 5 mos
Average Tenure
5 mos
Current Experience

Razorpay

Head of Revenue US

Dec 2025Present · 5 mos · San Francisco, California, United States · Hybrid

  • Razorpay is a global Fintech Unicorn, processing over a $180 Billion in payments for some of the leading companies in the world.
  • Our mandate is singular: empower global multinationals to unlock massive, compliant revenue in India and other high-growth emerging markets.
  • I lead Razorpay's Revenue Team for the US, architecting the GTM strategy and execution across Sales, Strategic Partnerships, Marketing, and Account Management.
  • The Problem We Solve
  • For most US companies, payments in India are a bottleneck. It’s a market with unique regulations, high-volume local payment methods, and stringent compliance needs. Relying on legacy stacks means suffering from:
  • High Failure Rates: Losing up to $100M in Annual Recurring Revenue (ARR) due to poor local optimization.
  • Compliance Risk: Navigating India’s dynamic regulatory landscape (UPI, local cards, and FX fluctuations).
  • Operational Drag: Managing complex reconciliations and global complications.
  • My role is to bridge this gap, ensuring that enterprise companies, from Silicon Valley innovators to Fortune 500's, can treat India as their next multi-billion dollar opportunity.
  • Razorpay is more than a fully managed payments processor; we are the financial backbone for global businesses. We process over $180 billion dollars annually, built specifically to handle the local complexity that global payment providers often overlook.
  • We Offer:
  • Seamless Global Collection: Use a single integration to accept every relevant payment method in India (UPI, Netbanking, Wallets, etc.) and seamlessly repatriate funds to the US.
  • Hyper-Localized Experience: Increase conversion by offering customers the payment methods they trust, directly boosting top-line revenue.
  • Optimized RevOps Stack: Integrate our platform directly into your CRM (Salesforce, HubSpot) and ERP (SAP, Oracle) for unified reporting, automated compliance, and real-time reconciliation. This is a revenue accelerator.
Growth StrategiesSales LeadershipStrategic Sales PlansExecutive LeadershipProduct InnovationExecutive Management+12

Stealth ai startup

Advisor on Leadership, Product, Sales & Marketing

Oct 2025Present · 7 mos · San Francisco Bay Area · On-site

  • AI Company in Stealth Mode
  • Advising on Leadership, Sales and Marketing.
  • Product to ICP and GTM

Citcon

Chief Revenue Officer (CRO)

Jan 2024Dec 2025 · 1 yr 11 mos · San Francisco Bay Area · On-site

  • Citcon works with leading brands, and over 10,000 global merchants to increase their revenue, lowers costs and increase access more clients.
  • Citcon has helped businesses processes billions in payments and grow faster by enabling merchants to accept the payment methods customers prefer, no matter where they are.
  • With one simple integration, merchants can accept 100+ eWallets, global payments, and traditional credit cards - all via one API and offering a single reconciliation.
  • With Citcon, it’s easy for merchants to start accepting more customer payment methods online, in-store, and/or via app and start realizing the bottom-line business benefits. Citcon’s payment platform integrates seamlessly with popular eCommerce shopping carts; POS software, hardware, and gateways.
  • As the CRO/Chief Revenue Officer, I lead the Sales, Relationship Management, SDR, Partnerships & Marketing teams creating and executing our GTM Strategy.
  • We offer our clients and partners the best experience to achieve all of our and their objectives.
  • My team focusses on finding new clients that could benefit from Citcon, engaging them in a meaningful way, winning their business and helping them grow.
Sales LeadershipStrategic LeadershipExecutive LeadershipCorporate StrategyManagementStrategic Planning+45

Silicon valley spark

Board Advisor

Jan 2024Jan 2024 · 0 mo · San Francisco Bay Area · Remote

  • Silicon Valley based networking community.
  • Strategic Partnerships, Business Development, Partner Management, Deal Origination, Angel Investing, Advising.
  • AI/Artificial Intelligence, Quantum Computing, Genetics, Biotech, Fintech, Payments.
Corporate StrategySales LeadershipStrategic LeadershipInnovation DevelopmentStrategic PlanningCreativity and Innovation+30

Rapyd

3 roles

Global Head of Strategic Partnerships and Head of Americas Enterprise Sales & Account Management

Jul 2023Jan 2024 · 6 mos · San Francisco Bay Area

  • Rapyd helps businesses create great local commerce experiences anywhere. We build the technology that removes the back-end complexities of cross-border commerce while providing local payments expertise. Global e-commerce companies, technology firms, marketplaces, and financial institutions use our fintech-as-a-service platforms—Collect, Disburse, Wallet, and Issuing—to seamlessly embed localized fintech and payments capabilities into their applications in a simple way. We have also built the Rapyd Global Payments Network that lets businesses access the world’s largest local payment network with over 900 locally preferred payment methods including, bank transfers, e-wallets, and cash in more than 100 countries.
  • Rapyd is the fastest way to power local payments anywhere, enabling companies to expand worldwide without building complex payments infrastructure. By utilizing Rapyd’s global payments network and flexible Fintech as a Service platform businesses can accept and disburse funds and create innovative payment experiences. Rapyd is backed by Stripe, General Catalyst, Oak FT, and other top-tier global investors.
  • Our Strategic Channel Partnerships Team works with the Global 500, platforms, consultants, resellers, and simple referral partners. We add value to ecosystems with participants that are looking to improve their international financial, tech, sales, and operations by utilizing our leading FinTech solutions.
  • Our Americas Enterprise Sales Team works with Fortune 500, Multinationals, and Platforms to Mid-Market companies that have complex global payment operations or have clients with international payment needs that want to improve with the Rapyd global payments platform.
  • Our Account Management/Relationship Management Team works with our existing clients to ensure they maximize the utility of the Rapyd network, improve their business, and continue to grow with Rapyd.
ManagementCorporate StrategySales LeadershipStrategic LeadershipExecutive LeadershipCross-functional Team Leadership+40

Global Head of Strategic Partnerships & Head of Enterprise Sales for the Americas

Feb 2023Jul 2023 · 5 mos · San Francisco Bay Area

  • Rapyd helps businesses create great local commerce experiences anywhere. We build the technology that removes the back-end complexities of cross-border commerce while providing local payments expertise. Global e-commerce companies, technology firms, marketplaces, and financial institutions use our fintech-as-a-service platforms—Collect, Disburse, Wallet, and Issuing—to seamlessly embed localized fintech and payments capabilities into their applications in a simple way. We have also built the Rapyd Global Payments Network that lets businesses access the world’s largest local payment network with over 900 locally preferred payment methods including, bank transfers, e-wallets, and cash in more than 100 countries.
  • Rapyd is the fastest way to power local payments anywhere, enabling companies to expand worldwide without building complex payments infrastructure. By utilizing Rapyd’s global payments network and flexible Fintech as a Service platform businesses can accept and disburse funds and create innovative payment experiences. Rapyd is backed by Stripe, General Catalyst, Oak FT, and other top-tier global investors.
  • Our Strategic Channel Partnerships Team works with the Global 500, platforms, consultants, resellers, and simple referral partners. We add value to ecosystems with participants that are looking to improve their international financial, tech, sales, and operations by utilizing our leading FinTech solutions.
  • Our Americas Enterprise Sales Team works with Fortune 500, Multinationals, Platforms to Mid-Market companies that have complex global payment operations or have clients with international payments needs they want to improve with the Rapyd global payments platform.
ManagementCorporate StrategySales LeadershipStrategic LeadershipExecutive LeadershipCross-functional Team Leadership+39

Global Head of Channel & Ecosystem Partnerships for Enterprise to SME Users

Apr 2022Feb 2023 · 10 mos · San Francisco Bay Area

  • Leading the global partnerships team to offer the Rapyd Payments services to international platforms and companies. From SME's to Enterprise groups, Rapyd can be your world wide payments provider.
  • Rapyd is the simplest and fastest way to accept and send payments worldwide, from Credit Card, Debit Card, Bank Transfers, Wires, EPayments and even cash. Liberating businesses to use one API for all of their payment needs around the world in local currencies. We work with platforms that integrate our world class APIs to offer their merchants wholistic solutions for all of their payments needs.
  • Payment solutions that power local and cross-border commerce for any business.
  • We help businesses thrive in any local market around the globe.
  • The market reality is clear: there is a massive need to create a way for fintech applications to scale globally that allow businesses to invest in expansion, not building infrastructure. Developers need to easily integrate functionality to collect and disburse funds in any local currency, issue cards, extend ewallet functionality, manage KYC and compliance processes, all without having to worry about local regulatory issues. This led Rapyd to launch “Fintech-as-a-Service”, a way to move beyond the era of just integrating payments by providing a full stack of integrated payments, commerce and financial services capabilities that can be embedded into any application.
ManagementCorporate StrategySales LeadershipStrategic LeadershipExecutive LeadershipCross-functional Team Leadership+40

Metaverse real estate

Member Of The Board Of Advisors

Jan 2022Mar 2022 · 2 mos · San Francisco Bay Area · Remote

  • Advisor to a patent-pending Metaverse Real Estate startup.
  • Being built by fusing Blockchain and Web3 technology, delivered in an easy to use App.
  • The Metaverse and Web 3.0 are the next steps in the evolution from the 90's Analog World, to the 2000's Web 1.0 and the 2010's Web 2.0. With each step resulting in exponential growth for companies and people that embrace the future. Today the leading companies in the world could not exist without the web as we know it now. Tomorrow, the leading companies will leverage Web 3.0 and the Metaverse. From Facebook, now called Meta, to JP Morgan, progressive groups are building the future in the Metaverse.
  • This startup aims to simplify this new world for the rest of us and enable us to participate in the Metaverse's growth.
  • Fusing what is familiar with what is coming, leveraging blockchain and Web 3 technology, and providing a Simple, Safe and Seamless experience for users to enjoy the new worlds of the Metaverses. We predict over the next 10 years, digitally Augmented and Virtual Reality will become seamless and complementary to our Analog reality. This startup will be an entry point for those that are interested in participating in this new exciting technology.
  • The plan is to offer rewards for using this simple platform and token, to enable metaverse buyers and sellers to participate in Decentraland MANA, in The Sandbox SAND, Axie Infinity AXS and many more of the upcoming metaverse crypto worlds.
  • If you are a fellow futurist and are helping to create a better future for everyone. Let's partner and build this together.
  • #metaverse #realestate #blockchain #cryptocurrency #web3 #crypto #technology #meta #virtualreality #augmentedreality #productdevelopment #advisor #strategy #leadership #partnerships #maketheworlbetter #eth #btc #axs #sand #mana #gala #enj #blok #high #rfox #hero
ManagementCorporate StrategySales LeadershipStrategic LeadershipExecutive LeadershipCross-functional Team Leadership+39

Ofx

3 roles

Head Of Strategic & Enterprise Partnerships for North America

Promoted

Mar 2020Apr 2022 · 2 yrs 1 mo · On-site

  • Leading a team of Enterprise Sales, Alliance Partnerships & Account Managers to contribute significant impact to our partners, clients and OFX's global growth. From creatively working with the largest partners to offering the most comprehensive benefits and winning the largest end clients.
  • OFX is a $150 Billion FinTech company. We offer international currency exchange, a payments platform & virtual banking. Clients can save 1-5% on their total transaction volume instantly with better foreign exchange rates when they send or receive funds internationally. In addition, OFX offers global virtual bank accounts to Small to Medium-sized businesses that are expanding and operating globally. OFX improves the foreign exchange rates on international wires, such as import/export payments, international real estate purchases, ECommerce sales, offshore development, RSU disbursements, etc.
  • Partnerships can range from collaborative co-marketing to implementing complex tech integrations with APIs and White labels.
  • Partnering with banks, global trade platforms, international expansion consultants, online market places, system integrators, accountants, financial advisors, international real estate developers, business advisors and bi-lateral groups.
  • Jason leads the North America Partnerships Team, from Toronto to San Francisco. Leading from the front, Jason works with his team to ensure success by understanding the market first hand growing the OFX client list while helping his team identify good clients, win partnerships and ensure mutual success with partners.
  • #internationalpayments #partnerships #leadership #management #sales #businessdevelopment #growth #strategy #revenuegeneration #enterprisesales #strategicpartners #makingworkfun #internationalbusiness
ManagementCorporate StrategySales LeadershipStrategic LeadershipExecutive LeadershipCross-functional Team Leadership+40

Director of Strategic & Enterprise Partner Relationships

Dec 2016Feb 2020 · 3 yrs 2 mos · On-site

  • OFX is a $110 Billion FinTech company. We offer international currency exchange, a payments platform & virtual banking. Clients can save 1-5% on their total transaction volume instantly with better foreign exchange rates when they send or receive funds internationally. OFX improves the foreign exchange rates on any international wires, such as import/export payments, international real estate purchases, ECommerce sales, offshore development, RSU disbursements, etc.
  • Partnerships can range from collaborative co-marketing to implementing complex tech integrations with APIs.
  • Partnering with Jason, means you are partnering with the best at helping you succeed.
  • He is:
  • An Award-Winning Global Top Performer
  • A Long Term Partnership Developer: Growing Mutually Beneficial Partnerships
  • Inspiring, Strategic and a Persistent Producer & Leader
  • Acquirer of Top Clients.
  • Developer of Highest Value Partnerships
  • Strategic & Enterprise Level Consultative Sales: Partnering with Global 500
  • New Market Identification and New Product Launch: Identify Highest Potential New Marketing, Capture Opportunities Quickly
  • He initiated and helped launch our new fastest-growing product
  • Full Stack Sales & Marketing Professional: From lead generation to closing, to partner and client management, to ensuring solutions delivered and managing team of sales, marketing and service
  • Growth Entrepreneurial & Owner Mindset, Goal Accomplisher: Takes ownerships and is invested in the success of the company
  • Natural Leader & Team Builder
  • Handles RFIs, to contract negotiation to launch and growth
  • Working with thousands of global partners and clients, Jason Kumpf understands international business and can ensure our partnership is a success. He helps clients save tens of millions, partners earn millions and produces over 20% of the company's North America's new business; resulting in winning the prestigious CEO Award.
ManagementCorporate StrategySales LeadershipStrategic LeadershipExecutive LeadershipCross-functional Team Leadership+39

Director of Alliance Partnerships - Enterprise, Venture Capital, Financial Services & Media

Dec 2013Dec 2016 · 3 yrs · On-site

  • USForex, a subsidiary of OZForex (ASX: OFX) is a leading foreign currency and exchange platform, having transacted over $60 Billion.
  • We help private and corporate clients easily save time and money when they send or receive funds internationally.
  • We offer clients better foreign exchange rates for their foreign currency exchange and transfers and international wires. USD, CAD, EUR, GBP, PHP, INR, HKD plus 50 more.
  • Usually 1-5% of their transaction; so on a $100,000 wire, they can save $2,500 instantly.
  • The service is free and easy to register for, clients see savings right away.
  • Partners can easily offer their members better FX rates, while adding a value add revenue stream to their business. Email referrals or develop to our APIs
  • With this value offer, we are growing quite rapidly, next time you or your client has an international wire, see how much you can save with us.
  • Sample clients:
  • eCommerce companies: Amazon Sellers, eBay Sellers, Online seller websites with global buyers, International ETailers, Emerging to Fortune 1000 Global brands
  • Import / Export Firms: Yacht Brokers, Machinery, Auto Importers, Suppliers, Consumer Electronic Buyers and Wholesalers
  • Real Estate: International home buyers, renters, sellers, Condo Developers with international buyers
  • Finance: Financial groups with international clientele or portfolio investments
  • Global Citizens: Corporate Expats, Company relocation
  • Sample Partners:
  • ECommerce Marketplaces, ETail Consultants / Service Providers, Payment Processors
  • Accounting Software firms, Financial Service Technology Providers, API Developers
  • Global Mobility & HR Divisions at Multinationals, Expat Solution providers and platforms
  • Credit Unions, Regional Banks, Fin Tech companies, Financial API Providers
  • Jason is a top producer and sales team leader, identifying, contacting, engaging, closing and growing partnership relationships.
  • Over performing quota, managing an Enterprise book of business.
  • Creative and practical.
ManagementCorporate StrategySales LeadershipStrategic LeadershipExecutive LeadershipCross-functional Team Leadership+39

Cal trade - international california trade and business network

Co-Chairman

Oct 2013Dec 2017 · 4 yrs 2 mos · San Francisco Bay Area

  • The International California Trade & Business Network is an initiative designed to help companies and professionals in California find partners, collaborate and secure opportunities in international markets. It is intended to provide technologies, information and services that will help drive international business development in the State of California.
  • The California International Business Community is a business network for international business professionals in California. It provides a free international business profile and allows for free communication and collaboration among and between members by private messaging, instant messaging, guestbook entries and bulletin boards.
  • The California International Business Report provides the most current and relevant information on international business news from California. The theme of this unique news service is "exploring California's place in the world with stories about California companies doing business throughout the world. Subscribe or come back often to learn what is really happening with California business.
  • The California International Business Directory is a service that will eventually provide an comprehensive listing of California exporters and other companies in California doing business internationally. This is a public directory designed to help promote California firms. Listings under your control and are provided without charge for qualified companies.
  • The California International Business Calendar is a new service intended to provide a comprehensive listing of meeting and events throughout California including the latest activities of California Business Associations. Be sure to let us know about your events or enter them directly if you are a member
Innovation DevelopmentCreativity and InnovationDevelopment StrategyGrowth StrategiesCoachingProduct Innovation+13

Usforex inc. - international payments fintech

Business Development Manager - Global Financial Solutions for Corporate Clients

May 2013Dec 2013 · 7 mos · San Francisco Bay Area

  • Jason works with corporate clients to improve their international business by receiving better foreign exchange rates on their international transactions.
  • Helping clients has made him the top business development professional and he leads the direct sales efforts to corporate clients for USForex, a leading online provider of foreign exchange and transfers, international wires, and global payments in different currencies.
  • Saving clients thousands of dollars with a few minutes by giving them access to much better exchange rates than the typical bank rate.
  • Don't be fooled by "no foreign transaction fees" there is usually still a 1-5% additional cost in the exchange rate you pay when you send or receive international wires. Compare rates for free and see how much you can save.
  • Helping small to large corporations instantly add significant profits to their bottom line.
  • With a 1-5% revenue boost, 15 minutes can add 15% to your profits.
  • Working with cost conscious company owners, CEOs', CFO's, Accountants, to receive improve your handling and receive discounts on:
  • International suppliers payments, machinery purchases, offshore developer costs, expanding internationally with new offices and teams, global payroll processing, global mobility, expatriate and relocation management, freight forwarders, international distributors, global wholesalers, import / exporters, cars, automobiles, boats, heavy machinery, consumer electronics, software firms, photonics, medical suppliers, vitamins, flowers...
  • For strategic partnerships and alliance partnerships we offer and easy extra income stream for offering your clients, members, employees and associates a better way to send money abroad.
  • Save when you send money to the UK, Germany, France, Italy, Spain, Greece, Norway, Sweden, Finland, China, Japan, Canada, Netherlands, Saudi Arabia, Belgium, Switzerland, Singapore, Australia, Mexico, Hong Kong, Thailand, India, Philippines, Malaysia, Ireland, Chile, New Zealand, Europe, Asia...
Development StrategyGrowth StrategiesRelationship BuildingBusiness DevelopmentBusiness Development StrategyPresentations+2

Tradehill bitcoin exchange

Vice President of Institutional Sales

Apr 2013May 2013 · 1 mo · San Francisco Bay Area

  • Tradehill initially launched in June 2011 and functioned as the second-largest Bitcoin exchange in the world. This bitcoin exchange was the virtual currency platform for professional investors, businesses, and governments. Bitcoin ranged in price from $13 to $1,100 in 2013. Which seemed like unbelievable growth, but for those that understood its power, they participated in the rise to over $50,000.
  • A few thoughts on Bitcoin:
  • Bitcoin is a decentralized virtual currency and the start of the blockchain revolution. This currency is exchanged digitally and managed by a peer-to-peer network, rather than a central bank or authority. There is a public ledger of all the transactions, so instead of being anonymous, it is actually quite transparent. The development of the bitcoin block-chain (and now other blockchains) is leading to a variety of new ways to host information transparently, with instant public verification and checking.
  • Bitcoin could be considered a virtual commodity, like virtual gold. Commodities usually have a finite limited supply that an entity (Government, Company, etc.) cannot just print more of. Gold can be mined, but there is a finite supply.
  • There will only ever be 21 Million bitcoin in the world, so you know that opposed to Fiat currencies which keep printing more money, which can lower their value and cause price inflation, this won't happen with bitcoin.
  • Crytptocurrencies have an intrinsic value based on pure market supply and demand of the challenge they are solving.
  • Besides BTC, other cryptocurrencies, such as Ethereum ETH, Ripple XRP, Neo NEO, Litecoin LTC, Bitcoin Cash BCH, Propy PRO, Monero XMR, are leveraging the Smart Contracts feature aspect of cryptocurrencies to improve transactions. From basic independent trust mechanisms to holding vital proof of sales, delivery of goods or services, different crypto-currencies are trying to improve how people interact. #btc #crypto #cryptocurrency #blockchain #defi #eth #xrp
Development StrategyGrowth StrategiesMarketing CampaignsPayment SolutionsRelationship BuildingBusiness Development+8

The incubation factory veterans corps llc

Advisor - Technology Investment Fund | Technology Transfer | Venture Capital | Tech Incubation

Mar 2012Mar 2013 · 1 yr · New York City Metropolitan Area

  • The Incubation Factory Veterans Corps - Investing in Tech Transfer Soldiers - is focused on continuing the success of veterans in growing technology transfer companies. The Veterans Corps is a separate but synergistic entity to The Incubation Factory, working together to promote veterans.
  • The Veterans Corps leverages The Incubation Factory's unique technology transfer process that serves as a Commercialization Agent for leading Tech Transfer organizations. The Incubation Factory is actively acting in this capacity for National Laboratories, Universities and Research Institutions. Tech Transfer clients leverage The Incubation Factory to remove the “art of the start” by utilizing structured, proven processes that result in faster time to market, lower commercialization risk and high returns. The Technology Factory is a go to market accelerator composed of experienced professionals who have hands-on technology and product development experience and a track record of creating successful tech-based companies.
  • License high-potential technologies
  • Form firms around technologies
  • Build management teams with executives that possess requisite experience
  • Provide all requisite funding
  • Accelerate growth using specialized tools & infrastructure
  • Manage companies to maturity or successful exit
  • Fuel local economic development
  • Align distribution and exit incentives for Technology Transfer organizations & stakeholders
  • The founders of The Incubation Factory have nearly a 20 year history in identifying, accelerating, launching and governing early stage companies. Including starting 8 companies, 3 of which grew at a rate rapid enough to make the Inc. 500 list of fastest growing companies and one; Advanced Business Fulfillment, was eventually sold to WebMD for $260 million. The Incubation Factory, through various affiliations, has successfully established two tranches of portfolio companies. Success full engineering, healthcare, biomedical, radio and other companies have emerged so far.
Corporate StrategyExecutive LeadershipDevelopment StrategyGrowth StrategiesExecutive-level CommunicationMarketing Campaigns+11

Intralinks

Vice President of Business Development | Private Equity & Investment Banking Platform

Jan 2012Mar 2013 · 1 yr 2 mos

  • PE-Nexus, was acquired by Intralinks, is the highest quality Middle Market M&A online network and deal flow platform used by the top tier Private Equity Groups, Corporate M&A Departments, Merchant Banks, Family Offices, M&A Advisory Firms and Investment Banks.
  • Over 2,300 M&A Professionals, representing more than 1,600 firms are PE-Nexus members.
  • Founded by former investment banking, private equity, and corporate finance professionals, PE-Nexus is the leading Internet deal flow exchange and private social network for mergers & acquisitions participants. Together, these attributes offer members an immersive and truly unique forum in which to share deal flow and ideas; build relevant networks which deliver measurable results; and showcase their companies' investment criteria, current deal flow, capabilities, personnel, achievements and more.
  • PE-Nexus has been seen in the Wall Street Journal, Business Journal, Mergers & Acquisitions, Private Equity Professional Digest & Buyouts. PE-Nexus members are only from top tier Private Equity Groups, Corporate M&A Departments, Merchant & Investment Banks, Private Business Owners, Elite Family Offices & M&A Advisory Firms.
  • STRATEGIC & FINANCIAL BUYERS
  • PE-Nexus instantly amplifies actionable deal flow for strategic and financial buyers. Its comprehensive suite of active and passive deal flow tools, combined with its thriving community of middle-market intermediaries accelerates your quality and targeted deal flow. Most importantly, PE-Nexus transcends pure match-making, introducing tools such as real-time document requesting, which streamline your workflow and mitigate the need for repetitive, time-consuming emails and phone calls.
  • ADVISORS
  • PE-Nexus blazes a new trail in how investment bankers and M&A advisors bring their deal flow to market. It replaces time-consuming dial campaigns, email blasts, and other antiquated practices with one cloud-based solution which shortens the time and expense associated with closing a deal.
Corporate StrategyDevelopment StrategyGrowth StrategiesExecutive-level CommunicationMarketing CampaignsRelationship Building+8

Condo reports - real estate portal

Chief Executive Officer

Jan 2012Jan 2013 · 1 yr · Miami-Fort Lauderdale Area

  • A Trusted Source for South Florida's Condominium Market Info.
  • We provide you with unparalleled listings, closed sales data, foreclosures, market information, ownership analysis on Miami-Dade County and Broward County/Fort Lauderdale condos.
  • Browse individual building information and reports on nearly 8,000 buildings as well as specific market reports.
Development StrategyGrowth StrategiesExecutive-level CommunicationRelationship BuildingBusiness DevelopmentKey Account Development+6

Accelerate growth partners inc.

Vice President | Management Consulting | Strategy Advising | Marketing & Sales

Jul 2010May 2013 · 2 yrs 10 mos · New York City Metropolitan Area

  • Accelerate Growth Partners a management consulting company that has a network matrix of companies that can assist entrepreneurs, owners and executives of small cap and middle market companies accelerate their growth.
  • Utilizing our expertise and experts in management, business development, marketing, sales, social media networking, finance and operations consulting.
  • Working with the business community, intermediaries and industry experts to assist and develop & accelerate significant business growth.
  • We improve strategy and business development, rapidly increasing sales, create smart marketing, lower operational costs, expand the revenue base
  • Utilize our extensive social media network for business development.
  • Develop new partnership opportunities.
  • Equity and/or debt capital financing.
  • Conduct origination, sourcing, evaluating, conducting due diligence analysis on companies and opportunities.
  • From start-ups, to small and medium sized middle market business, distressed companies, growing companies, we find ways for companies from most industries to take advantage of new technologies, innovative marketing, social media networking and innovative business practices.
  • We offer our sizable and growing network of angel, venture capital and private equity affiliations to suitable companies.
  • In addition Accelerate offers private equity groups and venture capital firms targeted, evaluated proprietary deal flow of quality companies looking for capital. Based on a client firm's criteria we actively perform origination, sourcing, and evaluation of targeted deal flow.
  • Actively contacting, sourcing, and evaluating potential investment opportunities for affiliate funds.
  • Manage and nurture new deal flow activity as well as maintain relations with necessary follow-up activities.
  • Analyze industry insider knowledge to middle market M&A trends, research trends in different industries from manufacturing, healthcare, technology, industrial, mobile, real estate, energy, social media etc.
Corporate StrategyDevelopment StrategyGrowth StrategiesExecutive-level CommunicationMarketing CampaignsRelationship Building+8

Wall street business radio network

Radio Show Co-Host - Business & Political Advice | CEO Interviews | News Analysis & Commentary

Jan 2010Jun 2010 · 5 mos

  • Co-hosted a Business and Politics Radio show. Presented a critical, but positive perspective commentary on current news and developments in business and politics.
  • Provided an uplifting view and ideas for the future. Interviewed business, political and news leaders to offer a broad spectrum of insights to listeners.
  • Researched and discussed topics in areas such as finance, investing, banking, private equity, investment banking, venture capital, real estate, hotels, online marketing, sales, healthcare, mobile, consumer technologies, social media and future industries.
  • Responsible for origination of new show topics, sourcing leaders of industries to be on the show, researching and analyzing topics that were meaningful and interesting to listeners.
  • Hosted on-site lifestyle related segments with tours and reviews of the newest mega yachts, exotic cars, restaurants, luxury resorts and top entertainment destinations.
  • Conducted live broadcasts from political fund raisers, chamber of commerce events and other business focused conferences, interviewing the key note speakers and engaging the local and radio audience.
  • Started advertising revenue deal origination with customized models for multichannel adverting opportunities.
  • Developed, grew and managed the online social media presence, attracting new listeners, advertisers and sponsors via LinkedIn, Facebook, Twitter, etc.
Development StrategyGrowth StrategiesExecutive-level CommunicationRelationship BuildingBusiness DevelopmentKey Account Development+5

G3 capital llc

Vice President of Business Development - Institutional Relations | Capital Relations

Aug 2008Jul 2010 · 1 yr 11 mos

  • Boutique Investment Bank and Advisory Firm.
  • Responsible for creating new and maintaining existing institutional relationships with private equity, hedge and pension fund groups.
  • Also assisted deal flow sourcing, origination, evaluation, negotiation and execution.
  • Originated and analyzed mid-market deal flow that could benefit and grow from capital infusion. Focused on real estate, technology, wireless / mobile, web / internet, healthcare services industries.
  • Sourced and developed relationships with Middle Market Private Equity groups, Family Offices, Hedge Funds, Opportunity Funds and High Net Worth individuals looking for medium sized companies.
  • Attended private equity & investment banking industry conferences, CEO presentations, networking events, web casts to further professional network and deal origiantion, sourcing and researching objectives.
Development StrategyGrowth StrategiesExecutive-level CommunicationMarketing CampaignsRelationship BuildingBudgeting & Forecasting+9

Suits in social : business development via professional social media marketing

Founder and CEO - Corporate Social Media Marketing Solutions

Jul 2007Jan 2011 · 3 yrs 6 mos

  • Suits In Social is the professional solution that will increase your business development successes utilizing the increasingly important channel of social media business networks.
  • Over the past five years we have grown proprietary social networks of tens of thousands of business people, many of which could be your next client. We have increased sales, improved marketing returns, enhanced public relations effectiveness and achieved specific business growth goals for small to large companies that require sophisticated social media management of their brand.
  • We work with Finance, Real Estate or Technology businesses to create their professional social media strategy. We then execute that plan to deliver quantitative results for our clients with measurable achievements towards their new business development goals.
  • For select companies, we can introduce you into our network that has your potential clients and has proven to be very successful for our existing clients. Our established networks are already producing new business opportunities every day. Attracting new members each day, our proprietary networks, organized by industries & clients are responsive to appropriate and relevant business development efforts. They have joined to source new business opportunities, from identifying new investment opportunities, to finding high value service providers and products, etc.. If you are looking for business owners to multi-billion dollar fund managers, from businesses looking for capital, to people who are buying luxury condos, to people investing in a new start ups and commercial real estate, we have clients for you.
  • We also can create new customized social media network marketing programs particular for your sector or brand. By creating a strategy and plan that includes setting up new target groups and networks, to your own community in order to provide you with an ongoing social media presence. We can work with you to manage full community development.
Corporate StrategySales LeadershipExecutive LeadershipDevelopment StrategyGrowth StrategiesExecutive-level Communication+14

Imi holdings

International Sales Executive - Real Estate | Project Financing | Development Sales |

Jul 2007Aug 2008 · 1 yr 1 mo · Manhattan

  • Largest US based international luxury resort real estate firm, with over $4 Billion in completed projects. Proving industry first products & services for initial project development funding, international land acquisition financing, sale and marketing budget, partner sourcing and selection, architecture, design, client relations, sales and marketing services.
  • Clients & Partners include: Trump Organization, Fairmont Hotels & Resorts, Mandarin Oriental Hotel Group, Hyatt Hotels & Resorts, Ellis Don Construction Corp, UBS, Wells Fargo, Wachovia, International Land Capital, The Cliffs Communities, Ginn Resorts, among others.
  • Was responsible for raising the initial round of financing for $500 Million plus projects in the Caribbean from international investors and funding groups. Primarily via capital sourcing from Real Estate Private Equity groups, Insurance Companies, Pension Funds, Sovereign Wealth Funds, Hedge Funds and UHNW individuals.
  • Project Examples:
  • Cap Cana Dominican Republic, Fairmont Anguilla, Raffles Tortola, Viceroy Anguilla, Hacienda Cabo San Lucas, Rosewood Costa Rica, Raffles St. Lucia, St. Kitts Christophe Harbour Mandarin Oriental and Auberge and 40 other premium resort and residence projects, including Trump Resort and Residences, Ginn and Cliff communities.
  • Full service firm offering complete solutions for resort development from initial conception, financing sourcing, to comprehensive sales and marketing.
  • Hotel flag consulting, hotel operations consulting, architect, planning, engineering, developer consulting.
Growth StrategiesCoachingRelationship BuildingBusiness DevelopmentBusiness Development StrategyPresentations+1

Tracfone wireless inc. (nyse: amx)

6 roles

Sr. Brand Manager - Strategy Development | Revenue Management | Marketing | Analysis | Operations

Promoted

Dec 2006Jul 2007 · 7 mos

  • TracFone is billion dollar plus revenue wireless telecom company.
  • Senior Brand Manager for $100 Million National Wireless Mobile Electronic Consumer Product & Service
  • Performed analysis, revenue projections, created financial models for brand and marketing new programs
  • Re-launched with improved strategy, more effective marketing that create a larger market acceptance
  • Created new ARPU/Revenue generating programs, that enhanced customer satisfaction and retention, loyalty programs, up sell programs, referral programs and partnership programs
  • Grew fastest growing, best performing brand in portfolio with over 38% growth
  • Analyzed, researched, identified and leveraged consumer behavior, patterns and insights
  • Consulted with all divisions of the company and executive board to develop and present new strategy, from sales, merchandising, marketing communications, online sales, merchandising, finance, accounting, business intelligence, customer service, operations, logistics and project management
  • Continued to manage initiatives for increasing the data services usage revenue of over 8 million wireless subscribers on both the TracFone and NET10 Wireless Brands.
  • TracFone is a subsidiary of América Móvil (BMV: AMX / NYSE: AMX / NASDAQ: AMOV / BMAD: AMXL) is a Mexican telecommunication company headquartered in Mexico City, Mexico. It is the third largest mobile network operator in terms of equity subscribers, one of the largest corporations in Latin America, and the world. America Movil is a Fortune 500 company. A venture of Carlos Slim, América Móvil provides services to over 215 million wireless subscribers in the Americas, primarily in Latin America and the Caribbean.
Growth StrategiesRelationship BuildingBusiness DevelopmentKey Account DevelopmentBusiness Development StrategyPresentations+2

Sr. Manager of Mobile Data Services - Mobile Media Marketing | SMS | Mobile Web | User Interface

Jan 2006Dec 2006 · 11 mos

  • Mobile web applications and sites
  • Mobile marketing, onscreen, SMS / text
  • Relevant and new mobile content
  • Vendor & Partner Management
  • Increasing mobile site usage and engagement
  • Responsible for mobile media marketing and creating TracFone and Net10 Wireless data services to our current subscribers, over 8 Million, and attracting new customers. Designed unique marketing program that has produced industry high conversion rates.
  • Support the overall business goals of increasing average revenue per customer (ARPU) and client retention with analysis, structure, presentation, and delivery of major strategic business launches and other marketing related subjects.
  • Created programs to increase data usage and improved usability of data features.
  • Duties include:
  • Developing and delivering custom digital marketing solutions
  • Maintain productive relationships with key partners, such as mobile data marketing and advertising firms, mobile data content providers and marketing communications team
  • Develop business case, with financial models, slides and resource requirements
  • Understand current state core goals, constraints, and forecast, financial constraints, current initiatives and timing, and current consumer offering and incentives.
  • Design, develop, and execute campaigns for customer growth (cross/up-sell) and retention including defining core metrics, target customer segment, incentives, messaging mediums, management of creative design, scope program and design the project plan
  • Communicate financial drivers and expected outcomes of cases to business partners. Develop business case, using financial models, slides and resource requirements. Analyze business cases and provide feedback and help to refine assumptions
  • Sourcing and evaluating new content partners
  • Structuring revenue sharing agreements
  • Analyzing data for trends and new opportunites
Corporate StrategyExecutive LeadershipDevelopment StrategyGrowth StrategiesExecutive-level CommunicationMarketing Campaigns+11

Manager of CRM - Program Design | Project Management | Project Implementation

Jan 2003Jan 2006 · 3 yrs

  • Multi-Million Dollar Global IT CRM Program Implementation
  • CRM Research & Design
  • Program and Project Management
  • Was responsible for managing the design and implementation of a completely new Multi Million Dollar CRM System. Allowed easy distribution of CRM system to global call centers. Reduced expenses by switching CRM programming to JAVA and using proprietary development, thus paying reduced CRM application licensing fees. Overall benefits: Lowered training time and costs by 70%. Produced a uniform customer service experience. Reduced IT costs.
  • Created an intercompany collation with multiple shareholders, including the CEO and heads of Operations, Customer Service, Finance, IT and PMO. With a team of project managers, IT developers and web programmers, customer service agents, marketing communications and retention.
  • Presented weekly project status updates to the executive management and project management office board.
Development StrategyGrowth StrategiesExecutive-level CommunicationMarketing CampaignsRelationship BuildingBusiness Development+8

Senior Business Analyst | Data Collection & Analysis | Revenue Management | Customer Retention | PM

Jan 2002Jan 2003 · 1 yr

  • Created and implemented retention programs that produced over $60 million in increased annual revenue
  • Handled back end call center operations of direct response campaigns with over 200 agents
  • Conducted in depth process research to improve operations, increase conversion rates and upsell products
  • Wrote call center scripts
  • Conducted detailed customer retention, revenue analysis and developed projections.
  • Was a key part of an industry leading Wireless Telecom Churn Reduction / Customer Retention and Management team. Developed industry first programs that lowered churn to industry lows, resulting in over $60,000,000 in incremental revenue from high risk customers.
  • Worked inside the customer services & call center department, rolling out and managing programs to hundred of agents
  • Managed the call center side of direct response campaings, organizing over 400 agents in off hour shifts to handle sales call
  • Automated retention call center campaigns to improve reach and lower costs
Development StrategyGrowth StrategiesExecutive-level CommunicationMarketing CampaignsBusiness MetricsBusiness Development+8

Business Analyst | Management Consulting | Project Impelementation | Research | Data Analysis

Jan 2001Jan 2002 · 1 yr

  • As the internal management consultant and project manager from the mobile company’s side, I was responsible for ensuring that the project deliverables were successfully met and as the subject matter expert, to advise on existing internal operations.
  • Worked with the Management Consulting Group, a leading operational improvement firm, and had co-reporting responsibilities to the executive team & PMO board.
  • Internal business analyst responsible for assisting the consulting team with creation the company’s key business indicators and identifying significant issues across the entire business
  • Involved in the creation, design and build of business models
  • Helped each business unit integrate, utilize and measure the new models with the new KPI's
  • Assisted the management consultants with the thorough review and re-design of existing business practices & processes for many facets of the business from sales & marketing to production, supply chain, cost control, etc.
  • Using a team-based approach was involved in working side-by-side with the key people to overcome any barriers to change.
  • Identify the most accurate and relevant data
  • Interviewing business stakeholders
  • Gathering business requirements
  • Documenting technical & functional user requirements & specifications
  • Simplifying the KPI’s for business owners, management and executive level dashboards.
  • Worked with Customer Relationship Management, Process and Innovation Performance, Strategy, Management & Organization Performance
  • Accurately analyzing work processes, systems, organizational function and structures using interviews, observation, data and statistical analysis & techniques to determine where and how to generate measurable benefits
  • Learned effective use of management systems, tools, techniques, group problem solving and team building and consensus development skills
  • Prepare feedback, presentation materials, critiques, systems documentation, process descriptions, evaluations, data summaries and reports
Development StrategyGrowth StrategiesExecutive-level CommunicationMarketing CampaignsBudgeting & ForecastingBusiness Metrics+8

Marketing Analyst, Jr | Data Research | Web Service Management | Email Communications | Retention

Jan 2000Jan 2001 · 1 yr

  • Learned a new industry, the growing wireless telecommunications prepaid industry. As one of the first members of the new high visibility division, quickly produced new ideas and results. We dramatically increase the company's understanding of our customers purchasing needs and potential through collecting and analyzing data.
  • Analyzed and leveraged data to understand our user usage and experience in depth, identify areas of opportunity, and execute marketing retention projects to drive growth and engagement especially of our high value wireless subscribers.
  • Set up the new web customer support unit, grew it from 2 people to over 29.
  • Created the online and web customer interaction scripts, copy and procedures. Focusing on customer retention, up selling and solving any issues. Ensured proper brand communication and positioning across all web transactions.
  • Identified up-sell and cross marketing opportunities with new and existing customers
  • Captured additional data that could be used to create a comprehensive view of our clients current and future needs
  • Interviewed top agents and management to identify service bottle necks, uncover solutions and make recommendations.
  • Attended focus groups, customer surveys, created agent survey and focus groups to bring forth veteran insights.
Development StrategyGrowth StrategiesExecutive-level CommunicationMarketing CampaignsBudgeting & ForecastingBusiness Metrics+8

Primus telecommunications group, inc. nyse (ptgi)

Account Manager | Business Development | Consultative Sales | Online Marketing | Website Usability

Aug 1999Jan 2000 · 5 mos

  • Starting as an Sales Account Executive and quickly assisting the manager with leading a team of 7 Internet Sales Account Executives. Recruited, interviewed and suggested hires, trained and provided leadership, strategic planning, tactical management and deal closing services for team. The Web Services Unit was responsible for sales of full service website development and internet marketing solutions. I soon was leading the business development, sales and marketing of the group. I was also the main link between our web programmers and our sales team. The target customer market was small and medium sized middle market companies with no or minimal online presence. Our product and services were a quantum leap for most business to expend resources on, but through education and demonstrations, we grew sales rapidly.
  • Primus Telecommunications Group, PTGI (NYSE), is a leading provider of advanced communication solutions, including, traditional and IP voice, data, mobile services, broadband Internet, collocation, hosting, and outsourced managed services to business and residential customers in the United States, Canada, Australia, and Brazil. Primus is also one of the leading international wholesale service providers to fixed and mobile network operators worldwide. Primus owns and operates its own global network of next-generation IP soft switches, media gateways, hosted IP/SIP platforms, broadband infrastructure, fiber capacity, and data centers located in Canada, Australia, and Brazil.
Development StrategyGrowth StrategiesExecutive-level CommunicationMarketing CampaignsBudgeting & ForecastingBusiness Metrics+8

Omni invest sa

Investment Advisor | Wealth Management | Equity Research | Client Relations | Deal Structure

Oct 1997May 1999 · 1 yr 7 mos

  • Provided investment advising and brokerage services to UHNW, HNW, European Private Equity Groups & Family Offices
  • Provided bespoke client services to ensure high satisfaction.
  • Performed public company equity research and analysis to identify profitable investments, focused on the pre-IPO and recent IPO market.
  • Presented and explained pioneering investment vehicles and structures for clients to organize their investments for preferential treatment.
  • Organized and spoke at investment seminars and events.
  • Was responsible for $8 Million in transactions with a positive return.
Growth StrategiesRelationship BuildingBusiness DevelopmentPresentationsPerformance MetricsCommunication+1

Education

Stanford University

Certificate — Organizational Leadership

Jan 2019Present

Deree College

B.S. Accounting & Finance — Business Finance Accounting

University of Florida

Neuroscience

Emory University

Undergraduate — Pre-Med

University of California, Berkeley

Collège Alpin International Beau Soleil

Villar sur Ollon — Switzerland

Saudi Arabia International School

Jeddah — Saudi Arabia

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