Headway Capital Investments

Director of Investor Relations

Blue Oak Capital

•	Execute business development strategies to new potential investors and clients to screen for alignment & investment capacity. Lead the outsourcing of lead-funnel creation and strategy to attract new investing clients.
•	Build and manage CRM email nurturing campaigns to keep potential investing clients warm. Cold call leads who fall into our funnel; regularly nurture warm leads through email/call/text/networking.
•	Lead rebranding strategy to position the company for strong 2023 growth. 
Accomplishments:
•	Grew CRM database from 120 investors to 2300 investors in 24 months through networking.
•	Increased average investment amount in 24 months. 
•	Helped the firm raise retail equity from investor clients, leading to strategic partnerships.
•	Recognized among peers as having industry-leading brand presence and marketing expertise.
•	Optimized average investment from Limited Partners by $19k.
•	Served as an SME on Client Relations and Email Marketing. 
•	Implemented new sales processes, including customer follow-up sequences and email automation drip campaigns.

Partner, Investor Relations & Business Development 

Blockhouse Coffee & Kitchen

•	Led business planning for a commercial coffee bar and kitchens within a budget before construction. 
•	Managed P&L, budgeting, cost controls, and all café financials & performance on a weekly basis and implemented strategies for improvement.
•	Designed and implemented all drink and menu recipes to align with cost-of-goods goals.
•	Developed all training materials; led recruitment and onboarding strategies, including, Baristas & Café Managers. 
•	Handled community outbound and inbound requests to generate local brand loyalty.
Accomplishments:
•	Grew café from one location to two locations (March 2020) and sales 50% YoY from 2018-2019, 
•	Optimized sales growth by 35% from 2019 to 2021 YoY.
•	Implemented COGs tracking system to improve costs and menu pricing. 
•	Built all training materials to lay a foundation for growth.
•	Developed and implemented a CRM system to improve all community relationships.

Partner, Director of Operations

Raising Cane's Chicken Fingers

•	Managed P&L, budgeting and cost controls, forecasting strategies for a $5Million in AUV achieving operational goals.
•	Directed Leadership Team (6+ Managers) on all operational objectives. 
•	Developed and implemented community outbound and inbound requests to generate local brand loyalty and sales growth.
•	Improved relationships in the community leading to top 10 positioning in system sales out of 400+ locations.
Accomplishments:
•	Built most seasoned management team in the entire restaurant system (average tenure of 5+ years). 
•	Achieved ranking in the Top 10 in restaurant sales out of  400+ locations.
•	Increased sales growth from <$2m in AUV to $4.8m in 10 years through strategic relationship building in the community with schools, churches, local businesses & government agencies.

Operations Advisor

General Manager

Operations Manager

Shift Manager

Fry Cook & Cashier

“Cash Flow Is King” | I help busy professionals upgrade their lifestyle & achieve financial independence through commercial real estate investing

In 2018, I got into real estate and thought I could create passive income all on my own. 

Boy was I wrong...

I learned that to generate passive income, you have to work with a team. So I joined one. 

I'm Brian, Director of Investor Relations at a Houston-based real estate private equity firm with over $500mm of AUM. 

We’re a rockstar team that's been trusted with over $100mm of capital from investors just like you.

I help busy, high-income professionals put their money to work in smart, risk-adjusted real estate investments.

My mission is to help others build passive income with real estate to help them leave a legacy they can be proud of.

I'm driven by one of my favorite quotes, "cash flow is king, but relationships are gold."

We first seek to understand each investor's unique story & goals… then we find cash-flowing investment opportunities that align with their goals. 

Each month, we invite new members to join our private Investor's Club exclusively for high-income, accredited professionals.

If you're interested in joining, follow the link in my "Featured" section. Once you apply, we'll schedule a quick consultation call to see if you're a good fit for our firm. 

If you're a busy, high-income W2 professional, successful business owner, or someone looking to 1031 exchange your portfolio into a passive position, let's talk! 

Happy Investing,
Brian

Brian Alfaro 🏢☕

Oppenheimer & Co. Inc.

The Sharpe Group of Oppenheimer & Co. Inc. offers a collaborative, personal, tailored planning process, to form the foundations of your unique financial strategy. The complexity of high net worth planning can only be met with holistic advanced analysis and strategies. Because the weight of this responsibility is great, our process includes taking the time to learn everything about each client, their aspirations and priorities, down to the details of their everyday lives. When we combine our approach with the vast resources of Oppenheimer, including one on one access to thought leaders and specialists, the results are flexible and suitable strategies that are customized to each relationship. We help plan for and navigate life and market changes when they arise. With ongoing due diligence and performance reporting, we recommend adjustments when necessary, to help keep portfolios working toward achieving your long-term goals. Our goals are entwined with your confidence in our services.

I am licensed in the following States: AZ, CA, CO, CT, DE, DC FL, GA, IL, IN, KS, LA, MA, MD, ME, MN, MI, MO, MT, MS, NC, NE, NJ, NM, NV, NY, OH, PA, TN, TX, VA, VT, WA, WI, WY. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products and is otherwise not intended for anyone who does not reside in those States. Links are being provided for informational purposes only. 

Please go to www.oppenheimer.com/legal/social-media-policies.aspx for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.

Associate Director - Investments, Financial Advisor

Raymond James

Assistant Vice President - Financial Advisor

Lenox Advisors

Associate

Certified Financial Services

Financial Planning Intern

Noah S. Wills joined The Sharpe Group of Oppenheimer & Co. Inc. in their Boca Raton office in 2024, bringing with him a wealth of expertise in guiding clients through their financial journeys. Focusing in assessing risk tolerance and crafting personalized investment strategies, Noah is dedicated to helping clients achieve their financial goals.

He holds multiple FINRA registrations, including Series 6, 7, 63, and 65, along with life and health insurance licenses. Additionally, Noah earned his Certified Long Term Care Consultant (CLTC®) designation from the CLTC Institute and is a Certified Plan Fiduciary Advisor (CPFA®) awarded by the National Association of Plan Advisors “NAPA”. He also completed his financial planning education at the NYU School of Professional Studies.

Before joining Oppenheimer, Noah served as a Financial Advisor at Raymond James Private Wealth, and as an Associate at Lenox Advisors. His academic background includes a Bachelor of Science in Information Sciences & Technology with a Business Minor from Penn State University, where he actively participated in the Penn State Investment Association and was a member of the Alpha Epsilon Pi Jewish Fraternity.

Originally from Rockland County, NY, Noah now resides in Boca Raton, FL, where he enjoys golf, NBA basketball, and being an avid film critic.

I am licensed in the following States: AZ, CA, CO, CT, DE, DC FL, GA, IL, IN, KS, LA, MA, MD, ME, MN, MI, MO, MT, MS, NC, NE, NJ, NM, NV, NY, OH, PA, TN, TX, VA, VT, WA, WI, WY. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products and is otherwise not intended for anyone who does not reside in those States. Links are being provided for informational purposes only. 

Please go to www.oppenheimer.com/legal/social-media-policies.aspx for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.

taplio

The Battle

Brian Alfaro 🏢☕

Noah S. Wills, CLTC

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