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ADVISORS
Portfolio.
AdvanceOhio
Leveraged its data, technology, and the timing of the Republican National Convention to scale its political advertising vertical, exceeding revenue and engagement goals.
Cuyahoga Metropolitan Housing Authority
Developed and implemented a workforce initiative that aligned partnerships, programs, and performance metrics to scale impact and position the organization for long-term growth.
Cox Communications
Directed state and local government affairs strategy, building coalitions and securing policy outcomes that reduced tax burdens and expanded access to telehealth services.
Mt. Pleasant Now CDC
Developed and executed a comprehensive organizational transformation strategy that streamlined operations, expanded partnerships, and tripled the organization’s operating budget.
Pfizer
Executed regional sales and management strategies that strengthened client relationships, increased market penetration, and improved customer retention across the Midwest region.
Pinkney Perry Insurance Agency
Modernized operations and client service delivery, integrating systems and workflows that increased productivity, reduced cycle times, and sustained a 92% client retention rate.
The Presidents' Council
Designed and implemented a multi-year transformation strategy that streamlined operations, increased the funding pipeline by 40%, and strengthened accountability across the organization.
Scioto Properties
Directed multi-state government affairs strategy, building coalitions and advancing legislation that secured nonprofit tax recognition for healthcare providers and achieved federal occupational classification for Direct Support Professionals.
True Appraisal Group
scaled a real estate appraisal firm, standardizing processes to ensure quality, compliance, and client satisfaction while securing long-term vendor contracts through value-driven service.
Westfield Insurance
Directed multi-state government relations strategy, building legislative coalitions that advanced major insurance reforms, reducing litigation risk, and improving market stability.
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