KNOWLEDGE-BASED 2024

MEET THE CAHILL INVESTMENTS TEAM

Organizational Structure & Roles

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Cahill Investments Inc.Hierarchy

Ryan Cahill

President/Owner

● Sets the overall vision, mission, and long-term strategy of the company.

● Makes high-level business decisions and ensures financial growth.

● Oversees all departments and ensures alignment with company goals.

● Builds partnerships, investor relations, and business expansion strategies.

● Provides leadership and ensures a strong company culture.

Operations & Administration

New Hire- TBD

Operations Manager

● Oversees the company’s day-to-day operations and internal processes.

● Ensures smooth workflow across all departments.

● Manages internal policies, compliance, and efficiency improvements.

● Works closely with the CEO to implement strategic initiatives.

● Oversees administrative functions and ensures company-wide organization.

● Manages vendor relationships, contracts, and logistics.

Sales & Marketing Department

Rebecca Y. Palma

Sales & Marketing Director

● Develops and implements sales and marketing strategies to drive revenue.

● Manages and leads the sales and marketing teams.

● Defines marketing campaigns, lead generation strategies, and brand positioning.

● Analyzes sales data, marketing ROI, and customer acquisition cost.

● Aligns marketing efforts with company goals and product offerings.

● Oversees partnerships, sponsorships, and outreach programs.

Neil Villagonzalo

Sales & Marketing CRM Expert + Research & Writing

● Manages and optimizes the company’s CRM system (e.g., Wealthbox, Keap, & Quickmail etc.).

● Ensures lead nurturing and automation strategies are properly implemented.

● Handles email marketing, ad campaigns, and digital marketing efforts.

● Identifies marketing gaps and optimizes conversion funnels.

● Works with the sales team to enhance customer engagement strategies.

● Oversees website SEO, analytics, and content marketing strategies.

Jeff Rusin

Marketing & Technology Partner

● Manages and optimizes the company’s CRM system (e.g., Wealthbox, Keap, Quickmail, etc.).

● Ensures lead nurturing and automation strategies are properly implemented.

● Handles email marketing, ad campaigns, and digital marketing efforts.

● Identifies marketing gaps and optimizes conversion funnels.

● Works with the sales team to enhance customer engagement strategies.

● Oversees website SEO, analytics, and content marketing strategies.

● Tracks and improves lead conversion rates.

Leads & Invoicing Acquisition Team

Apple Rose

Leads and Customer Acquisition Manager

● Focuses on generating high-quality leads through various marketing channels.

● Extracts and organizes relevant data for lead generation and analytics.

● Automates data collection from various online sources.

● Prepares reports on market trends, customer insights, and competitors.

● Manages invoicing and billing processes for clients.

● Ensures accurate and timely invoice generation and payment tracking.

● Works with accounting to reconcile payments and outstanding balances.

Angelo Tadlan

Accounting & Tax Expert

● Manages financial records, tax filings, and bookkeeping.

● Prepares financial statements, budgets, and cash flow reports.

● Ensures compliance with tax regulations and legal requirements.

● Handles payroll processing, invoicing support, and accounts management.

● Advise on financial strategies and business profitability.

● Coordinates with external financial consultants, auditors, and banks.

Our Client's Commitment

We believe in a relationship-based approach to your financial journey. Our passion lies in helping individuals and businesses reach their goals through mentorship, advice, and unwavering dedication.

We are committed to providing the necessary time, tools, encouragement, and resources to empower professionals, teachers, the youth, and veterans to cultivate their "why" and achieve lasting financial success.

As we continue to grow, we remain steadfast in our core values of integrity, professionalism, and customer satisfaction. Our experienced team is dedicated to delivering top-notch financial and services on either services, ensuring that every client receives expert guidance.

At Cahill Investments Inc., our client success is our mission. Together, we will build a brighter future, strengthen financial security, and create lasting, meaningful relationships.

Company Values & Employee Commitment

Ryan's dedication and our employees are our greatest assets. We are committed to fostering a positive work environment that promotes growth, collaboration, and excellence. Our commitment to our employees includes:

Integrity – We will uphold the highest standards of honesty and ethical behavior in all our actions.

Professional Development – We are dedicated to providing opportunities for continuous learning and skill enhancement to help employees grow in their careers.

Collaboration – We encourage teamwork and open communication, recognizing that together we can achieve greater results.

Support and Respect – We value each employee's contributions and promote a culture of respect, inclusivity, and support for one another.

Commitment to Excellence – We strive for excellence in our work, ensuring that our services meet the highest quality standards and contribute to our clients' success.

By embodying these commitments, we aim to create a workplace where every employee feels valued, motivated, and empowered to make a positive impact. Together, we can achieve our goals and contribute to the success of Cahill Investments Inc.

“Alone we can do so little; together we can do so much.” – Helen Keller

For internal use only – not for external distribution and solely for Cahill Investments Inc.

STILL NOT SURE?

Frequently Asked Questions

Not sure

Question 1: Continued Success Effort?

By setting clear expectations, regularly communicating the company’s mission, and ensuring that each team member understands how their role contributes to overall success. Regular strategy meetings and performance reviews keep alignment strong—such as revenue growth, customer retention, profitability, operational efficiency, and employee satisfaction.

Question 2: How does the company generate leads?

Through targeted manual scraping, in-person, referral & existing clients, networking, events, and keap & quickmail-driven email campaigns.

Question 3: What does the Tech Advisor Partner do?

They oversee IT infrastructure, CRM integrations, cybersecurity, and software optimization, and create & oversee campaign reports to improve business operations.

Question 4: What does the Operations Manager oversee in the company?

The Operations Manager ensures smooth daily operations, streamlines internal processes, and coordinates between different departments to improve efficiency.