BH Capital Funding
Partner. RevOps & Sales Enablement. Native web app migration. Segmented lead capture. Automated Slack follow-up. Ad pixel events. Speed-to-lead: hours → minutes.
I build companies, systems, and relationships that create lasting value.
Partner. Founder. Third-generation advisor. Coach. Architect of operations, personality frameworks, and strategic direction.
hours → minutes
Speed-to-Lead
~30 → ~5 min
Underwriting Time
20+ → ~5 min
Rep Admin per Deal
-35%
Decline Rate
≤3 days
Ramp Time
Where I'm Building
BH Capital Funding (Partner) Prism Dynamics (Founder & CEO) Life/Business Coaching Life Insurance & Annuities
I build buyer-aligned GTM systems (mostly Salesforce) that connect departments and remove friction.
So your team moves fast and your forecasts tell the truth.
RevOps & Sales Ops
Funnel maps, stage design, KPI integrity, SLA timers, breach alerts. Forecasts you trust.
Coaching & PRISM
Life/business/personality coaching. PRISM assessments. Team dynamics mapping. Trajectory focus.
Life Insurance & Annuities
Third-generation advisor. Life insurance, annuities for business owners. Wealth protection, legacy planning.
Personality Assessment
PRISM framework. Individual assessments. Team dynamics. Leadership development. Flow states.
Tech Stack & Tools
Salesforce (Flows, Apex, routing, dashboards) Cursor (AI-powered IDE) ChatGPT & Claude (Custom Agents) GitHub Slack (alerts & automation) Zapier Dialer & SMS platforms Outlook (email automation) Microsoft Teams ZoomInfo Jotform & EmailJS (intake→CRM) Conversion APIs
Work Packages
Ship fast. Layer controls. Measure what matters.
RevOps Audit & Roadmap
2 weeks
- • Funnel map
- • Stage map
- • Loss taxonomy
- • KPI gap analysis
- • 90-day strategy
Stages, SLAs & Alerts
2–3 weeks
- • Buyer stages
- • SLA rules
- • Slack alerts
- • Rep guidance
Automation & Data Quality
2–4 weeks
- • Routing rebuilds
- • Validations
- • Approvals
- • Dedupe logic
Enablement Pack
2–3 weeks
- • SOPs
- • 30/60/90s
- • Talk tracks
- • GPT support
What I'm Building
From financing infrastructure to personality frameworks. Each venture reflects a different facet of how I think about systems and people.
Prism Dynamics
Founder & CEO. Model Architect. Personality assessment platform helping individuals and teams understand behavioral patterns, communication styles, and team dynamics. Host of Applied Personality Lab podcast.
Life & Business Coaching
PRISM-informed coaching for founders and operators. Personality profiling, life trajectory mapping, business strategy, team dynamics.
Life Insurance & Annuities
Third-generation advisor. Life insurance and annuities for business owners. Protecting wealth, securing futures, building legacy.
How I Think
Patterns, frameworks, and lessons from building businesses, systems, and teams. Real insights from real work.
Listen: My Podcasts
Applied Personality Lab
Evidence-based personality science. New episodes every Sunday.
Topics: PRISM personality science, Torah reflections, sales, operations, relationships, wealth-building & more.
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