Joseph Fanfan

About

MBA-trained finance professional with strong experience in financial modeling, valuation, and transaction analysis. CFA Level I candidate with hands-on exposure to leveraged finance concepts, capital structure analysis, and sponsor-backed transactions. Areas of knowledge include digital marketing, social media branding, and copywriting.

Experience

• Marketing Manager · Thermo King of the Southeast12-01-2021

  Responsible for managing marketing efforts and working closely with the Director of Sales and Marketing to develop strategy tied to ROI at Thermo King of the Southeast.

• Chief Strategist · Wavy Buzz06-01-2021

  I help clients craft and execute strategies to meet their marketing efforts and maximize their presence in the digital space. My expertise includes content creation, creative direction, social media marketing, search engine optimization, and digital advertising.

• Founder · TheWavyGallery Media Group LLC08-01-2014

  As the founder of TheWavyGallery Media Group LLC, I leverage my experience working in industries like higher education, banking, public relations, and web design to help clients meet their business goals in the digital landscape.

• Marketing Consultant · Puretalk.ai01-01-2021

  Assist with the development of marketing material and go to market strategies. Direct report to CEO Evan Sirlin.

• Marketing Coordinator · Shorelight Education10-01-2018 – 04-01-2020

  Contributed to a 13 percent student conversion rate for a total ranging from $660,000 to $891,000 in revenue for FY 2019. Responsible for documenting students' experience through the creation of video testimonials, flyers and various marketing collateral. Responsible for the promotion of students' stories on social media channels including Instagram, Facebook, and Twitter. Responsible for hosting campus visits and providing tours to prospective students, agents and parents. Facilitate high-quality experiences by partaking in the organization of events, webinars and focus groups. Assist team members with the creation of marketing materials including videos, event flyers and PowerPoint presentations.

• Capital Strategist · Premium Merchant Funding01-01-2026

  Advise on and structure transactions across MCAs, term loans, SBA loans, HELOCs, equipment financing, and revolving credit, balancing cost of capital and repayment risk. Act as primary intermediary between borrowers and capital providers, guiding clients through financing trade-offs and execution from initial diligence through close. Executed and funded $2MM+ year-to-date, demonstrating consistent deal sourcing, underwriting judgment, and transaction execution. Screen and underwrite small-to-mid-market businesses, assessing cash flow, credit profile, and capital structure needs to match clients with appropriate financing solutions.

• Founder · Wave It App11-01-2023

  Founded and scaled a consumer media-technology platform, leading product strategy from concept to a live App Store prototype and coordinating cross-functional execution across engineering, design, and growth. Structured pre-seed financing using a SAFE, preparing investor materials including cap table assumptions, dilution scenarios, and valuation sensitivity frameworks aligned with early-stage TMT benchmarks. Developed go-to-market and monetization strategies informed by comparable analysis, user engagement metrics, and unit economics to evaluate scalability and long-term value creation.

Education

• Crummer Graduate School of Business at Rollins CollegeMaster of Business Administration - MBA, Finance, General
• University of Florida - Warrington College of BusinessMaster of Business Administration - MBA, Finance, General
• University of West FloridaBachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
• Liberty High SchoolHigh school diploma, High School/Secondary Diplomas and Certificates

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