Pro Business Plans understands that every part of the plan requires the unique expertise of a specialist. That is why a diverse team of experts collaborate across all business functions including marketing, research, finance, and writing. A complete executive team is organized to help your business succeed.
Chase has seven years of executive level experience in the investment banking and management consulting industry. He previously started a business intelligence company, Kaizen Solutions, that sold to a foreign acquirer in 2013. Afterwards, Chase worked in Beijing, China at a technology focused venture capital fund before later starting a Sino Global Capital.
Steven has 6 + years of investment banking experience, formerly working as an investment banking associate at JP Morgan and Houlihan Lokey. He worked with the private clients of bulge bracket banks to prepare investment materials and provide fundraising advisory to their clients.
Tom has 6 years experience as a financial analyst and former fund manager at IMPACT fund, where he analyzed companies in the energy sector.
Tom's experience in the financial services industry is focused on performing business valuations within the energy industry including solar, biomass, wind, and traditional energy production. He is also familiar with international accounting standards and reviewing historical financials in order to form industry compliant Proforma projections.
Elizabeth has 8 years of experience in accounting and has previous experience working as an investment analyst at Tower Hill. She received her CFA in 2014.
Elizabeth's expertise as an investment banking analyst has provided her exposure to several industries and stages of the business life cycle. Through her former experience within the investment banking sector, she combines a qualitative research skillset with quantitative financial modeling abilities drawing upon her CFA designation.
Thea is a seasoned marketer with copywriting experience across multiple facets, including blogs, web copy, email marketing, brand positioning statements, social media, press releases, case studies & pitch decks and various other areas.
Thea received her BSc in Communication from NYU and her MBA from Oxford Business School, she presently works as a content marketing specialist for start-up companies and leads a private equity fund specializing in West African technology.
Jake has extensive corporate communication and marketing experience, formerly the VP of corporate marketing at Bear Sterns and VP of Investor Relations at ShareMax, where he was responsible for all investor communication.
Jake recevied his BA from Brandeis University and his MBA from the University of Miami School of Business, he also was formerly a series 7 and series 63 license holder.