Organizational Growth Strategy & Technology

At the core of Ray’s professional journey lies a deep-seated passion for building enduring relationships and creating value through strategic collaboration.  He believes that the strength of a business is built on the trust and integrity shared with its clients and partners. His guiding principle is simple: cultivate meaningful connections that align financial goals with transformative business solutions. This commitment to fostering synergy and growth drives everything he does.

Ray’s expertise is multifaceted, encompassing consultative sales management, executive relationship building, and complex deal negotiation. Having worked across various sectors, Ray is proficient in developing and managing intricate client portfolios, crafting value-added financial solutions, and leveraging technology platforms. Ray’s approach is solution-oriented, always seeking to align business initiatives with client needs for sustainable success.

Rays’s career spans over 20 years in financial services where he has marked several notable achievements.  He drives substantial growth by targeting domestic and international payment solutions for mid-market clients. He is a sales hunter who is instrumental in identifying and developing C-suite executives’ complex needs.

Ray has a wealth of experience to help organizations thrive through strategic relationship building and enhanced financial solutions. Whether it's advising on new market strategies, enhancing client engagement, or exploring innovative financial services, his goal is to create lasting value for both businesses and their clients.  

Based in the Southeastern Pennsylvania suburbs of Philadelphia, Ray holds a Master of Public Administration from Villanova University and a Bachelor of Arts degree in Political Science from Temple University.  Ray has a passion to be a part of his local community and serving non-profit organizations.  Ray loves spending time with his family, golfing and travel.

Rich Cunningham has 25 years of executive leadership in the Consumer-Packaged Goods industry with S&P 500 and entrepreneurial organizations. Experienced in omni channels of trade with expertise in operations, warehousing, distribution (warehouse direct and direct to store delivery), sales leadership, consumer marketing, market research, region and national account management.

Rich is renowned for his strong financial acumen, passion for growth and drive for exceptional organizational health. With a proven track record in cross-functional leadership, Rich excels in collaboration, relationship building, defining and implementing tactical sales plans across omni channels that drive market share, sales efficiency and bottom-line profitability.

His transformational leadership skills have enabled Rich to successfully lead the turnaround of multiple underperforming operations and account management teams by building a customer centric culture, redesign of corporate structure, implementation of processes and KPI measurements.

Located in Central Pennsylvania, Rich holds a Master of Business Administration from Keller Graduate School of Management and a Bachelor of Science in Technical Management from DeVry University.  

Scott drives growth in strategic marketing, brand development, digital innovation, and team leadership to deliver measurable results.  His work with companies like The Walt Disney Company, iHeartMedia, Omnicom,and WPP has fueled business expansion, operational efficiencies, and stronger audience engagement through data-driven strategies.

As Vice President and General Manager at American General Media, Scott led targeted marketing campaigns and revenue-generating initiatives, increasing net profit by 17% over three years.  At Townsquare Media, as Market President and Chief Revenue Officer, Scott drove customer retention and multi-channel marketing strategies that safeguarded $6 million in annual revenue and exceeded growth targets.

At The Walt Disney Company, Scott played a pivotal role in high-impact, cross-platform marketing campaigns for major theatrical releases like Toy Story 3, Tangled, and Frozen, while achieving key corporate goals, developing new product and revenue streams for the company’s multiple divisions, and driving significant returns on investment for Disney and its partners.

At Omnicom Group for Stellantis (FCA)and previously WPP,Scott executed scalable digital strategies and data-driven campaigns that boosted digital reach by 30% and increased client outreach by 29%. His leadership on initiatives for brands like Mercedes-Benz, RAM, and Jeep drove sustained retail sales growth and market expansion.

Scott holds a Master in Internet Business (MIB) from ISDI Digital Business School in Madrid, Spain, and a B.S. in Marketing from the University of North Texas. He completed executive certifications in Digital Marketing, Sales Management, and Executive Management from iHeartMedia and leadership training through Disney’s Keys to Management Excellence.

Based in Dallas, Texas, Scott collaborates with select clients on strategic growth projects while enjoying travel, family time, and adventures with his rescue dachshund, Cooper.He has a passion for building successful partnerships and driving improvements in business through marketing and communications excellence across industries and non-profits.

With over 25 years of executive leadership experience, Brad has worked in government relations advisor roles in the nonprofit, association and corporate sphere.  Before working as a lobbyist, Brad was a Chief of Staff on Capitol Hill.  

After earning his MBA from Southern Methodist University, Brad worked as an investment banker for Credit Suisse.  His strengths lie in being a strategic leader and starting teams from the ground up.  His work has included several policy areas including compliance, finance, auditing, telecommunications, AI / IT, media, education, defense, and foreign affairs.

Based in the DC suburbs of Northern Virginia, Brad holds a BA from UNC-Chapel Hill and led the cheerleading team there to 2 National Championships.  Brad loves spending time with his three kids and serving the community.  He has served as Senior Warden at his church, and currently serves on the Board for several groups including Treasurer for the refugee group based in Kenya, Elimisha Kakuma, and Restoration Legal Immigration Aid.  

 James has over 26 years of experience as a Business Development Director in diverse verticals in software and IT consulting, with a distinguished career marked by consistent success in driving business growth and exceeding revenue targets. 

With a proven track record of leadership GTM strategy and innovation, James has established himself as a trusted partner for clients, by going above and beyond to ensure their needs are met and expectations exceeded.

As an innovative and strategic leader, James has played a pivotal role in the growth in business development and consulting, focusing on multiple verticals in Financial Services SaaS and FinTech data, communications, reporting and Public Sector investigative software technology. 

His ability to identify opportunities, overcome challenges, and drive meaningful change has positioned him as a trusted advisor and thought leader in the field of business development.

Based outside Minneapolis, Minnesota, James enjoys time with his family and friends, nature hikes, weight training and swimming.

Tom’s experience includes the development of demand generation and sales enablement strategies for companies ranging from startups to global technology giants. He has implemented go-to-market plans and technology stacks for firms providing solutions and services for data management, cloud and SaaS platforms, media and entertainment, education and learning, eCommerce, and cybersecurity.

With a proven track record of building marketing strategies and leading global teams, Tom has set the stage for the successful mergers and acquisitions of several startups and early-stage firms. His successes include the implementation of launch strategies, budgeting for marketing and business development, defining campaign performance goals, gathering market intelligence, planning digital tactics, sales enablement, identifying key buying personas, and driving growth results.

Tom’s skill with technology ranges from the integration of new and existing technology platforms including sales and ABM, to AI-based personalization and marketing lifecycle automation.

Kevin specializes in buy-side mergers & acquisition financial due diligence and assurance.

With a background in consulting, structured finance, and audit, Kevin is well-equipped to navigate the intricacies of engaging with industry leaders. 

His tenure within Fortune 500 companies and distinguished CPA firms not only showcases his deep comprehension of corporate landscapes but underscores his commitment to reinforcing financial governance and ensuring transactional integrity.

In this capacity, Kevin envisions each engagement as an opportunity to provide tailored solutions to his clients.  Kevin collaborates proactively, offering solutions that align with client goals.  His approach revolves around trust and confidentiality.   At the forefront of this venture, Kevin is resolute in instilling confidence in his clients. 

Based in Indianapolis, Indiana, Kevin's dedication to fostering a relationship built on trust and safeguarding sensitive information makes him the go-to partner for elite audits and M&A due diligence.

Tamara brings more than a decade of experience in business development, management consulting, and entrepreneurship.  Her background includes senior management and directorships in various industries, both in the public and private sectors.

She has a proven track record in data analytics, financial analysis, and market research.  Her pragmatic approach involves collaborating closely with clients to understand their needs holistically, guaranteeing that the strategies she creates are effective, practical, and actionable.

Tamara assists clients in navigating the endless mountains of data to allow for strategic data-driven decision-making. 

She holds a BCom degree from McGill University, specializing in Marketing and Finance, and is equipped with multi-faceted knowledge.  She is currently an M.S. candidate at Columbia University in Applied Data Analytics.

Based in Las Vegas, Nevada, Tamara is committed to her professional growth and personal interests. Her continuous learning and improvement in her craft reassure clients of her adaptability and growth mindset.  She is an avid weightlifter and loves to travel and cook. 

Jasmine is a seasoned business consultant with a diverse background spanning over a decade. She specializes in areas such as private equity analysis, venture growth, market analysis, and positioning, and developing and implementing business, change and project management plans.

With her extensive experience, Jasmine has led transformative projects across various industries, including Life Sciences, Healthcare, Technology, and Supply Chain.  She excels in developing comprehensive business plans, project plans, conducting financial analysis, and implementing strategies to drive organizational success and EBITDA improvement.

Jasmine's track record includes significant achievements, such as generating over $12 million in savings for clients and spearheading intellectual property development initiatives.  Her proficiency in tools like FactSet, MS Project, and Excel, coupled with her strong communication skills, makes her an asset in navigating complex business challenges and driving sustainable growth. 

Jasmine enjoys coaching C-level clients on industry best practices and she is well versed in creating presentations to distribute amongst stakeholders at the organizational level and from an investor perspective.

Based in Charlotte, North Carolina, Jasmine holds an MBA from Duke University's Fuqua School of Business and a Master's degree in Entrepreneurship from the University of Florida.  She combines academic rigor with practical expertise to best serve client needs.

Raj is an ex-alternative investment fund manager of 12 years with a peak AUM of $1.2B in the derivatives space.

He raised $150MM across four funds, the last fund being institutional investors like Texas Teachers Fund and CalPers. 

After exiting he became a dad and moved to his passion of wellness with a focus of preventative medicine.  Raj is a financier turned serial entrepreneur,

Raj built a DTC wellness company leveraging last mile distribution channels via REIT partners and is currently on his 4th company, a two sided platform play in the SaaS space. 

Based in Seattle, Washington, Raj has graduate degrees in applied math and econometrics with a persistent curiosity and a passion for helping startups and companies scaling in non traditional capital markets.

Through a broad range of work experience, A.J. has developed a unique combination of skills that allow him to add value to investing, advisory, & entrepreneurial roles in both public & private markets.  A.J. is involved with firms focused on high-potential private market opportunities in cleantech, medical, and other technology innovations, and helped found a long/short global public equities investment firm that has demonstrated consistent alpha creation.

Professionally, A.J has a diverse academic & work background, with a particular interest in financial, early-stage, and other collaborative working environments such as Jupiter.  He has 10+ years of experience with both public and private investing roles within the financial industry, including equity research, PE/VC, valuation, investment due diligence, qualitative & quantitative analysis.  He successfully completed the Venture Institute Emerging Manager program where he was recognized as a top performer in his cohort, and also completed the International Climate Finance Accelerator Emerging Manager training course.

He began his career working for a mid-market PE/VC fund, and also co-founded and served in a C-level role for an award-winning biomedical engineering startup. He earned a degree in Finance, magna cum laude, from the University of Notre Dame, where he was selected to be a member of the prestigious Applied Investment Management honors finance course where students manage a portion of the University endowment under the guidance of the Chief Investment Officer, and also holds a J.D. with Dean's List honors & a concentration in business enterprise (selected coursework taken through the Kellogg School of Management) from Northwestern University. 

Based in Chicago, A.J. is a proud CFA Charterholder, is an active Candidate Member of the CFA Institute and the CFA Society of Chicago where he serves on its Professional Development Advisory Group Board, and is a member of Irish Entrepreneurs & Harvard Alumni Entrepreneurs.