L.A. has 10+ years of experience in B2C and B2B demand generation for financial institutions, tech start-ups, and entrepreneurial companies. Combining sales and marketing experience, he has strengthened brands, improved messaging, and built high-performing lead generation programs. At Pannos Marketing, where he oversaw marketing and business development, revenue more than doubled from $2.8 million in 2011 to $6.4 million in 2017. At each step in his career, he has made innovative use of digital marketing, CRM, social media, email marketing, and events to bring in new leads and move them through the sales cycle. In addition, to a hands-on understanding of Salesforce, HubSpot, SEM, and website CMS. LA combines the ability to develop strategy and a talent for collaboration to ensure successful implementation, execution, and long-term success. In 2019, he began freelance marketing, working on demand generation for a diverse group of clients. He has used HubSpot, Squarespace, Canva, WordPress, Buffer, Hootsuite, Google Analytics and Salesforce. LA is a veteran of the Marine Corps and a graduate of Tufts University.

A.B. is a top-performing Account Manager with 20+ years sales and marketing experience across multiple industries including software, education, retail, hospitality, and publishing. In her current position, she manages a SaaS platform for over 350 schools nationwide and is recognized as a expert on the company’s product. She has extensive experience in leading the customer life cycle from inception and client training to renewals and upselling, creating added value with every interaction. Over the past four years, she has increased sales by 30% through her diligent service and intuitive customer support. In 2020, she achieved 300% quota and worked as a leading individual contributor in a strong team selling environment. A.B. thrives on problem solving in both client relationships and through internal collaboration. She is committed to building long-term customer satisfaction by delivering exemplary service and support. In addition to her success in corporate account management, she has proven leadership experience in a variety of nonprofit organizations. In her multi-year volunteer role for the 501(c) 3 A Better Chance, she doubled the revenue goal for their large-scale fundraiser, secured partnerships with dozens of corporate sponsors, and achieved record turnout at the event. She is proficient in technical skills including Salesforce, Pipedrive, Microsoft Teams, Microsoft Office Suite, Trello, and all social media platforms. A.B. received her Bachelor’s degree from Union College in NY.

S.B. has forty (40) years of accounting experience, mainly at the Controller level. SB’s industry focus is in the nonprofit sector, specializing in nonprofit accounting, budgeting, variance analysis, in conjunction with working with operational staff to bridge the corporate philosophy between mission and bottom-line. SB has in-depth experience in managing staff, overseeing the external audit function and reporting, including extensive experience in the preparation of the Uniform Financial Report (UFR) unique to many nonprofit organizations. He’s currently assisting a nonprofit organization through its dissolution process on a as-needed basis. SB is a CPA with an inactive license to practice as an Independent CPA. SB is adept with multiple software platforms, and quickly adapts to new software challenges. He is proficient in Excel, with includes v-lookups and pivot tables. With his Excel experience, SB has converted a manually prepared Statement of Cash Flows to an Excel based process considerably reducing its time of preparation. He holds a BS degree in Accounting from Bentley University.

R.G. is a seasoned marketing communications professional with 25 years of demonstrated history working across industries. She has a proven track record in creative strategy, copywriting, copyediting, branding, and enhancing a marketing presence. Having worked in a multitude of settings—in-house agency, corporate, small business and start-up—she is successful in building strong relationships throughout all levels of an organization. Since 2001, R.G. has been running a small marketing communications consulting business, helping clients from industries ranging from IT and biotech to finance and travel to develop crisp, clear and concise marketing messaging. She handles projects large and small from website creation and brand re-launches to professional bios, social profiles and blogs. With a passion for integrating copy with design, she works closely with designers and developers to produce a consistent message, tone and feel. In addition, R.G. provides exclusive virtual assistant and concierge services for select clients seeking accurate, reliable results-oriented solutions to enhance their personal and professional productivity. Simultaneously, at Choate Hall & Stewart, R.G. managed marketing communications and public relations initiatives for the wealth management group and registered investment advisory managing over $2 billion in assets, writing, editing and producing targeted marketing collateral to differentiate the firm in the marketplace. Earlier, as the firm marketing communications manager at WilmerHale, R.G. managed a $1.5 million marketing communications budget, responsible for the development and integrity of all firm marketing communications. She was one of few selected from the entire firm to lead the firmwide rebranding initiative when Hale and Dorr merged with Wilmer Cutler Pickering. R.G. was charged with launching and managing the new brand across the firm both internally and externally, implementing and rolling out brand standards and communications globally. Prior, R.G. worked in financial services marketing at global powerhouses such as RBC Dain Rauscher, OppenheimerFunds and Dreyfus, where she created strategic marketing collateral from idea inception through implementation, working with in-house staff, counsel, compliance, vendors and agencies. She has a BS from Cornell University.

E.K. is a seasoned, high-level administrative professional with executive assistant and general administrative support experience spanning 20 years. LK has provided executive and administrative support to both non-profit organizations and Fortune 500 companies. She has experience working in the finance, healthcare, and housing industries. From 2008 to 2017 she supported a a Constituent Relations team of 8 at a major medical center (including the Director and Associate Director), where she was recognized for her attention to detail and was often included in the final editorial and proofreading process. LK currently works in a housing non-profit supporting its Executive Director. She has a Master’s from Fordham University and a Bachelor’s from the School of Visual Arts.

I.G. is a genuine and strategic account manager with the ability to think big and drive rapid and sustained growth. She has 12+ years’ experience in the hospitality industry working with Fortune 500 companies, international corporate clients, small businesses, non-profits, large universities, and destinations to identify and expand new programs and opportunities. She is highly experienced with working on complex collaborative projects and overseeing diverse teams. From years of event program management, she thrives at anchoring people and resources around a common goal and building strategic partnerships and innovative programs that drive results, all while balancing the technical and operational aspects of the project. Currently, she is working on freelance projects, partnering with a full-service event management business on the technical and operational aspects of virtual conference and meeting management. From 2018-2020, she served as a Key Account Manager for a leading destination management company in Boston, and later spearheaded Business Development for the company. The account she managed in this position accounted for ~40% annual revenue for the company and the client recognized her consultative approach. From 2010-2018, she was promoted three times within Aramark, a leading food service company where she worked with Boston University and Berklee College of Music in management and director roles to support their operations run more efficiently. In 2018, she was personally awarded vendor of the year by her client at Berklee. She has a Bachelors in Hospitality Administration from Boston University. She is proficient in using Salesforce, CRM systems, Google Suite products and MS Office products.

E.L. is a seasoned administrative and communications professional with strong project management and event planning experience spanning over 18 years. E.L. currently works as a Communications Specialist at a mid-sized church, managing their e-marketing, website, social media content, and livestream broadcasts. From 2013-2016, she worked as a Speaker Consultant for a national speakers bureau. She coordinated speaking engagement itineraries including travel and expenses for motivational speakers, business executives, and celebrities. From 1998-2006, E.L. worked at a national financial trade association in Washington, DC where she spent 5 years working in public relations.  She devised media relations strategy, wrote press releases and communications materials, coordinated press briefings, and acted as spokesperson on issues such as bank fraud, security and financial crime, small business lending, financial education, and bank employment trends. For the same trade association, she also worked for 3 years as a Facilities Project Manager and Space Planner. In that position, she was responsible for interdepartmental construction projects and office interior design, developed emergency preparedness plans and staff training, and controlled the facilities budgets and expenses. She has a Bachelors in Communications from Old Dominion University.

Senior researcher/communications professional with 15+ years of branding, writing and research experience for both small and large organizations. He is currently an independent consultant developing a history podcast series for a major global audiobook distribution platform. From 2011 to 2019, he served as Global Media Bureau and Client Research Manager at the world’s largest B2B technology media company, providing strategic guidance to C-level executives. He also was a prominent, SEO-focused journalist at a leading global technology media brand, with his own column on the ways in which global C-level executives foster innovation, attract talent, and develop outstanding corporate cultures. He also served as head of all research in his division, creating original content on these topics that were in turn quoted or published in The Wall Street Journal, CIO and other publications. From 2007 to 2010, Brendan served as Senior Research Associate at Forrester Research, a global consulting leader, with a special focus on the financial services industry, and among a host of research functions (interviews, client calls, data analysis, and original content creation) was also responsible for copy-editing all content before it was published. Brendan has a BA in History, Phi Beta Kappa and magna cum laude from Trinity College, Hartford, and was competitively selected to attend Dartmouth College during his junior year. His technical skills include expertise in Survey Monkey, full Adobe Suite, designing surveys for customers, he possesses strong quantitative skills.

Finance leadership and product marketing/brand management specialist with 17+ years of experience in the travel industry. Experience with P&L management, budgets and forecasting, price strategy and costing, variance analysis, sales projections, and marketing strategy. She leveraged her strategic, analytical, collaboration, and communication skills to effectively manage millions of dollars of revenue while beating her P&L goals, excelling at forecasting, and driving strong profits. From 2016 – 2020 (Grand Circle Corp.) as VP Finance (focused on FP&A) she assembled and headed finance and inventory teams to maximize brand profits; partnered with top business leaders to review efforts and supply feedback to increase profits and hit goals; and spearheaded monthly forecasting including summaries of key indicators by P&L line item against the financial plan and prior forecast. From 2006-2016 (Vantage Travel) held various leadership roles in Planning & Strategy, Brand, Financial Analyst and Circulation where she generated action plans to achieve targeted objectives by analyzing P&L metrics related to net profit, ROI, and renewal rates; was tasked with full P&L responsibility; realized budget by simultaneously monitoring and reacting to trends. From 2004-2006 worked as an accountant where she directed financial operations of an independent restaurant. From 1993-2004 (Vantage Travel) held various roles in accounting, product development and product marketing. Skilled in Tableau, QuickBooks and Advanced Microsoft Excel skills. T.F. has a Bachelors in Finance from Bentley College.

Controller with 30+ years of diversified finance, accounting, and senior management experience in construction, manufacturing, and related industries. Currently G.E. provides management support, special projects, and advisory services to clients on Boston’s North Shore. An expert in construction accounting, G.E. holds the designation of “Certified Construction Industry Financial Professional”. He has served in CFO/Controller-level roles for companies with revenues from $40 million to over $200 million. In addition to accounting, past responsibilities have included financial reporting, cash management, risk management, and human resources. G.E. is proficient in Advanced Excel and has experience with Sage 300 CRE (Timberline), Dexter + Chaney Spectrum, and Quickbooks/Quickbooks online Pro Advisor. He holds a BS in Accounting from Northeastern University and a Master of Business Administration degree from Suffolk University. G.E. has a proven track record for building strong teams and promoting positive organizational change through technology and innovation.