About

Joseph Okafor

Leveraging private equity, consulting and business strategy experience to grow & build businesses

Joseph is a Senior Associate with PPGV. Joseph has served in a variety of roles in business development, corporate development, and strategy for various technology companies. In his duties, he was responsible for overseeing and executing capital raises, leading the M&A strategy and execution, developing go-to-market strategies for new markets, and negotiating and managing strategic partnerships with Fortune 100 companies.

Prior to his work in PPGV, Joseph helped to start and propel the growth of several technology companies and business units across the consumer goods, solar financing, eCommerce, on-demand and media & entertainment fields as an independent management consultant.

Joseph holds a B.S. in Finance and Marketing from California Polytechnic State University, San Luis Obispo, and served as Treasurer for Students in Free Enterprise (SIFE).

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Project you can offer

Business Development

Connecting the dots while developing and implementing growth opportunities within and between organizations.

Marketing Strategy

Craft engaging content and marketing campaigns to trigger adoption, increase growth and drive revenue.

Research

Uncover consumers' motivation, needs, and abilities as well as market requirements and success metrics.

Innovation Strategy

Find hidden opportunities, formulate and execute strategies for new business models, products and services.

50+

Clients
Track Record Holder
100+

Projects Done
Photographer
200+

Tea Cups

Experience

- Education -

California Polytechnic State University, San Luis Obispo

Bachelor of Science in Finance & Marketing
2003-2007
Course work included: Entrepreneurial finance, Problem-solving and Business Case Studies, Contract Law, Listening to Customers, Securities Investments and Persuasive Marketing

• Bright Light Award recipient. Nominated and selected as 1 of 2 recipients from student body for the academic award by the Student Academic Services.

• Athlete, Cal Poly Track & Field- Anchored 4*100 relay team which holds 2nd fast time in school history.

•Treasurer, Students in Free Enterprise (SIFE) coordinated and implemented all aspects of general bookkeeping

School Mantra: Learn By Doing

- Employment -

Robby Technologies, Inc

Senior Strategy & Operations Manager
2017 - 2020
[video width="1920" height="1080" mp4="http://www.josephokafor.com/wp-content/uploads/2020/05/ABL-Presentation.mp4"][/video]

Tackled high-value priorities across Robby, a Y-Combinator autonomous start-up robotics company utilizing robots to deliver products to customers: Collaborated with engineering, design and business teams to develop and refine business processes to support new product launch ’Snack Bot’, a partnership with Pepsi to deliver snacks to college students at the University of Pacific in Stockton.

Synthesized data and requirements to establish launch playbook for deploying 10 robots on-campus operating from 9 am to 5 pm; managed P&L while hiring and training 15 contractors to operate during the pilot period.

Supervised and coordinated move-in / move-out of the first office (budget $320,000) handling everything from security, office design, health insurance, and on-boarding process.
American Century Investment

Business Strategy & Operations Manager
2006 - 2007
Spearheaded customer validation research, distributed and analyzed over 600 surveys focused on understanding Millennials' financial experience and the most effective medium to reach target market.

Designed interactive educational experience “ Money Trails” promoted financial literacy aimed at Millennials, resulting in students going from zero investment experience to a solid understanding of investment vehicles; program implemented at 24 universities nationwide.
Citco Fund Service

Financial Analyst
2007-2009

Performed financial analysis on the investment performance of hedge fund clients with $100M to $5B AUM, translated findings into clear strategic insights enabling clients to meet monthly, quarterly, and annual earning targets.

Extensive experience with security setup, trade booking and valuation of a wide variety of financial instruments including but not limited to: ABS, bank debt, bonds, CDOs, CDS, equities, forwards, futures, interest rate swaps, options, PIPEs, repos, variance swaps, and swaptions.