Ross Overline

Inspiring character and integrity in the finance leaders of tomorrow - to create a future where all investors steward the world's capital to serve the greater good.

SoFi, a top FinTech, has raised $2.4B from SoftBank, Morgan Stanley, and many others. • Owned $10M+ annual budget; program + project managed 100+ XFN stakeholders • Served on cross-functional leadership team building the reatil banking division (SoFi Money)

Fivestars' mission is to help businesses and communities thrive by turning every transaction into a relationship. Fivestars has raised $145 million from HarbourVest, Menlo Ventures, Lightspeed, DCM, Y-Combinator, and other top Venture Capital firms to build a revolutionary payments and lifecycle-marketing platform for SMBs in the US & Canada. • Led Consumer PMM, Strategy, PR, and Market Research; managed multiple external vendor relationships simultaneously; helped grow the company's user base from ~14M to 40M+ in ~2 years • Served as GTM lead for various company-wide initiatives, including a rebrand, new website launch, pricing changes, new business model tests, and several new product launches • Elected by Executive Team to serve as a Product Manager and led 100+ teammates across Product, Design, Engineering, Analytics, and Revenue to build and launch a new mobile app for our (B2B) customers

Served as the PMM & GTM Lead for Home timeline, Tweets, DMs, Notifications, Recommendations, and Clients teams. • Key GTM strategies included doubling the 140-character limit, changing the "favorite" star to a "like" heart, applying a ranking algorithm to the Home timeline, and the launch of Twitter Polls, among several others; our teams' launches and campaigns reached 1.2B+ people in 100+ countries and 40+ languages • Led conception, development, and execution of product go-to-market plans and evergreen marketing programs targeting consumer, advertiser, media, and influencer audiences; partnered with cross-functional stakeholders across 12+ international teams, including Product, Design, Research, PR, Creative, Localization, and Growth to execute strategies, launch products, and bring campaigns to life • Shaped product and marketing strategy by developing deep audience expertise and representing VoC through leading research initiatives, monitoring behavioral metrics, and tracking competitive landscape; developed insight driven product positioning and messaging strategies to clearly communicate key product benefits and drive consideration, trial, and adoption among key audience segments • Engaged and managed internal creative partners and external creative agencies to develop content including 1-pagers, videos, GIFs, social activations, and emails; managed quarterly budgets of $100K+

Piper Jaffray is a leading global middle-market investment bank. • Researched 4,400+ companies to classify them into 450+ subcategories in a data-analysis publication that is an integral component of a $10M+ technical research product portfolio • Developed key insights through aggregating and analyzing financial data from 10-K filings, including revenue & income segments, P&L, cash flows, business models and executing broader industry analyses • Increased speed of annual project by ~60% with no prior finance background; drafted SOP to share process with future interns; reduced cost of project by ~55% and saved company $10K+ annually moving forward • Structured pitch book for acquisition of competing financial firm that was presented to Head of Global Equities and Head of Equity Distribution

Impactt was a strategy and management consulting firm offering its services to social entrepreneurs and socially responsible small- to mid-size enterprises. • Built firm from the ground up through wearing every hat imaginable and collaborating with rock star teammates and partners; recruited and led team that once grew to 11 employees and contractors • Sourced and managed projects with 20+ clients, including Patagonia; delivered bottom-line results on 50+ engagements

ByME is a mobile app company with a mission to save college students money and support small business development. • Partnered with CEO and COO to establish lean business model and develop strategy for accelerating user and advertiser acquisition for mobile application product; negotiated with management teams, strategic partners, and vendors on behalf of the leadership team • Led the development, implementation, management, and assessment of a marketing initiative which resulted in an increase in user adoption of 180% in 8 weeks; hired and managed 2 interns to execute program • Created, tested, and adopted new pricing model that increased warm lead conversion from ~20% to ~50% and new client 90-day retention from ~60% to ~90%; hit the pavement and did cold-outside sales to acquire 10+ new advertising clients while testing new pricing model in the field