Born and raised in Indianapolis Indiana, Jim spent over 25 years in sales and marketing for Fortune 500 companies. Married to his wife, Malinda, for over 30 years, he has two grown children, James and Anne living in New York and Indianapolis. Jim is leveraging many years of sales and marketing experience and a passion for technology to help companies and funds leverage digital marketing to find investors and raise capital. Jim serves in the Kairos Prison Ministry and is also on the Board of Directors of an Indiana-based water non-profit called Water For Good (WFG) which has drilled and maintains more than 1,500 wells serving over 10% of the population in the Central African Republic – now the poorest country in the world. Jim is a graduate of Butler University, Certified Salesforce Administrator and he is also CompTIA Network+ and Mobility+ certified.
Sr. Operations Manager
Kevin is a Jack of all trades. Knows the platforms and systems we use to get things done for our clients. Comprehensive experience in client account management, customer retention, and problem-solving. Outstanding customer relationship skills, communication skills and enjoys working with clients to help with their success. With his background in sales, team management, and customer service, he is the one to manage current client accounts to insure customer success.
Karen Roberts is the So-Mark project manager and delivers an intuitive approach to social marketing, website migration, social media optimization, and SEO-driven content. She is focuses on listening to understand the client's strategic goals, so the deliverables meet your needs. Our team approach helps you get where you want to be -- in front of potential investors. Karen is a healthcare/medical writer, editor, and public relations strategist by training (Ball State University grad) with roots in Indiana and Ohio. Her Marcom PR agency experience has helped bring medical devices and engineered products to market in the U.S. and globally. She strives to bridge the technical-scientific-medical-consumer language barrier with clear, concise digital communication tools.
Scott Meister is a Quickbooks expert and trainer. He keeps our books in order and helps small businesses, accountants, bookkeepers, office managers, and business owners with their accounting needs. He has used QuickBooks since 2002 and it has been his main focus, but he's also worked with and trained others in a variety of software packages. Over the years, he came to realize that he really enjoyed teaching; sharing knowledge with others with the hope that they learn and use the valuable information.
Social Marketing Coordinator
Shanen is the epitome of great work and customer service. She's organized and a highly motivated professional with strong customer service skills and knowledge of administrative practices and procedures. An experienced executive assistant with skills in social media management, graphic design and digital marketing, she is conversational both in Filipino and English.