Broughton Partners

Broughton Partners provides tech enabled marketing and intake services to top litigating firms across the nation.
• Leading an effort with marketing, tech, and operations to make the customer journey simpler and more trustworthy by aligning branding and messaging across all communication channels. So far these changes have helped improve client satisfaction by 20%+ 
• Helped vet and integrate AI workflows into our process including automated QA, real time objection handling, training, and note talking.
• Responsible for managing a team of directors who oversee operations including criteria, call center operations, fulfillment, quality assurance, and customer support.
• Collaborated closely with HR to optimize performance metrics, merit based compensation, and bonus programs that significantly improved employee retention and engagement
• Worked with executive team to formulate and implement a new organizational structure for an ~75 person department that in the first year helped improve operational efficiency by over 30%+
• Led an effort to improve our compliance infrastructure that dramatically improved our readiness and safe harbor scores as determined by independent legal counsel

VP Operations (Claimant Journey)

Brave Bear Ventures

Brave Bear Ventures invests in seed stage startups, mostly through angel syndicates with a proven track record.

Lead Investment Analyst

Silicon Prairie Online

Silicon Prairie helps growing businesses harness new and existing regulatory exemptions to raise money at scale.
• Helped nearly 10x new regulation crowdfunding campaigns in the first year by educating hundreds of founders about the pros and cons of investment crowdfunding 
• Worked with executive team to build out our sales strategy and create a strong pipeline of potential leads, many of whom converted into paying customers
• Helped successfully integrate mobile app technology from Miventure to the new platform

VP Biz Dev

Miventure

Miventure was an investment crowdfunding mobile app that connected startups raising money with retail and accredited investors. 
• Miventure was acquired by Silicon Prairie and has helped enhance their mobile experience.
• Our web and mobile experience was rated top 5 on product hunt during our soft launch.
• Built a robust pipeline of customers and launched nearly a dozen offerings on the platform 
• Worked with my partner to successfully obtain a funding portal license, build the product, and go to market

Co-Founder and CEO

Kadima Management LLC

Helped scale growing companies with fractional product and operation’s services:
• Refining mission, vision, and strategy
• Implementing systems to monitor and improve employee engagement
• Providing frameworks to surface key performance indicators and adopt OKR systems
• Implementation of agile development to improve communication/tech efficiency

Managing Partner

Dropit Shopping

• Go to market strategy and budget for US expansion efforts

General Manager US

Broker Genius

• Assisted in raising over $15 MM+ in funding 
• Led a team of product managers responsible for the planning, prioritization and optimization of all company products and services 
• Managed Customer Support, Product, Account Management, Professional Services, + HR 
•Hosted quarterly webinars to disseminate information on upcoming features and services
• Orchestrated an office move to Manhattan on short notice with no disruptions to the business

COO / VP of Product

•Managed communication between operations, sales, data science/BI and software development teams consisting of 70+ employees
•Sourced and vetted applicants for every department (with low turnover) during a period of tremendous growth 
•Coordinated on most legal, accounting, marketing and business development initiatives (including multiple successful conferences in Las Vegas)
•Spearheaded creation of a new support system that was highly praised in an independent audit

Director of Operations

Payoneer

• Screened payments and withdrawals flagged as suspicious for fraud averaging 10MM+ daily
• Conducted preliminary investigations when fraud was detected

Fraud Analyst

Israel Defense Forces

IDF Reservist

Sergeant Nahal 931

The Interdisciplinary Center, Herzliya

• Managed a weekly workshop teaching English reading and writing skills to university students 
• Worked on a political marketing research project analyzing thousands of American presidential speeches

Writing Center Manager and Research Assistant

I help teams make complex work simple and clear.

Quotes I like: 
🎯 We can do anything, but we can't do everything.
🎯 Pessimists sound smart, but optimists make money. 
🎯 Select carefully and complete fully!
🎯 Build it. Break it. Fix it.
🎯 Great process is not an excuse for poor results
🎯 Over communicate
🎯When the anecdotes and the data disagree, check the data
🎯We tend to overestimate what we can do in a year and underestimate what we can do in 10 years
🎯 Trust but verify
🎯 Simple is genius
🎯 Measure twice, cut once
🎯 Sell benefits, not features.
🎯 The riches are in the niches
🎯 Competitor aware. Customer focused.

Jason Crystal

Tim Frazier

Founder

Sequoia Consulting Group

Business Consultant

StartupExperts

Director - NYC Hub

Birthday Health

• Developed a text-based reminder system for health appointments, scaling user base from zero to 500+ individuals.
• Designed tool for preventative and follow-up care, addressing disorganization in managing your health in a fragmented healthcare system.

Magic Valley

Participated in the Seed Round because cell-based meat will soon take over our plates.

Seed Investor

Pickle

Vouched

CFA Society New York

Part of core founding group of the CFA Society of NY Business Management Group. Our mission is to provide education and resources to help buy-side and sell-side professionals better manage the middle and back office of their firms so that their business can better generate revenues via the front office.

Founding Member & Vice Chair - Business Management Group

Capital Options

To enable boring businesses in the US Middle with exclusive access to a marketplace of private equity and family office capital. Fundings are all for growth capital or to exit a business, and all are backed by a guarantee of the right capital partner to honor the legacy of each business we work with.

AITOMATIC, Inc.

Advisor

Meaty

Meaty is a marketplace connecting the best vegan meat producers with the small markets, CO-OP's, and restaurants in the pockets of the US without such access.

Investor

Value Creation in Total Comp & Benefits for Investor-Backed Tech Co's | HR M&A | US Expansion | Brings People Together

I pride myself on making the complex simple and to think against the grain to try different methods to get better results. Along with my unwavering commitment to my clients, these traits contribute greatly to any success I've had. 

My experience spans sales, finance, and technology. I love helping companies make better decisions and utilize services to grow their businesses. Below are just some of the reasons why people connect with me.

1. You work with high-growth tech companies and want to geek out with me around Human Capital, Data & Analytics, Employee Benefits, and how to scale companies into new markets.

2. To meet a happy and creative professional that will put in the effort to find a way to help you find new connections or source a new opportunity.

3. Interested in joining an exclusive roundtable for HR, Finance, and Operations Leaders to learn from each other

4. Chat B2B Sales & Marketing trends and why Sales People are the death of Selling.

5. Because you also love dogs, soccer, music, or plant based foods

If you've read this far and have a genuine interest in connecting with me, great! Please connect.

If you also love dogs, and are still reading, send me a DM mentioning this and I'll make a donation in your honor to the ASPCA.

taplio

The Battle

Jason Crystal

Tim Frazier

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