Overview: COO for Hire

NextGenVest is a B2C FinTech product guiding tens of thousands of high school and college students through the student loan process. Named as one of Fast Company's "Most Creative People" in 2017, the CEO and Founder hired me on a contract basis to develop and deploy their national growth strategy, targeting 16 major markets.  

In 6 weeks, we built processes supported by technology, enabling the team to scale efficiently while collecting and visualizing data that impacts their ability to make better business decisions and accurately forecast growth. Once implemented, I organized and trained their team on best outreach practices generating hundreds of qualified opportunities with a 65% close rate. I also took lead on partnerships, bringing in national brands to pilot integrated market campaigns adding a projected $50,000 in cost savings. 


  • Consultant to CEO to advise and execute NextGenVest's national launch across 16 major markets
  • Designed and implemented technology and processes providing complete visibility into the health of the business
  • Generated hundreds of qualified opportunities, realizing a 65% close rate
  • Struck integrated marketing partnerships with national brands adding a projected $50,000 in cost savings