TOP 10 BUSINESS PLAN WRITERS |
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Phil Cohen |
William Dean |
Jillian Fortuna O’ Brien |
Warren Oakes |
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STRATEGIC ELEMENT |
PINNACLE PLAN WRITING |
BAKER TILLY |
BAKER TILLY |
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Phil Cohen is President of Strategic Element Inc., active in the EB-5 industry since 2010. He has led efforts to raise billions in EB-5 capital, including large and complex projects. Cohen founded and published the original EB-5 Definitive Guide and is a speaker at various EB-5 conferences, including EB-5 Investors and the American Immigration Lawyers Association. |
William Dean leads business development at Pinnacle Plan Writing. He has 20 years of experience in business planning and collaborates with immigration attorneys and visa applicants on E-2, L-1, NIW, and EB-5 petitions. Since 2008, he has worked on over 3,500 visa business plans. He previously served as VP of Immigration at Masterplans for 18 years and was a trial paralegal at Stoel Rives LLP. He graduated from Brown University. |
Jillian Fortuna O’ Brien is a member of Baker Tilly’ s EB-5 Immigrant Investor Program Team. She has 12 years of experience managing an approved EB-5 regional center, overseeing $ 72 million in investments and related legal and financial aspects. Fortuna O’ Brien serves on IIUSA’ s Best Practice Committee and holds a Juris Doctor from Suffolk University Law School, along with membership in the Massachusetts State Bar. |
Warren Oakes is a manager at Baker Tilly, overseeing EB-5 consulting and advisory services, with expertise in business plan writing and economic analysis. His early experience in the EB-5 sector involved working for a regional center that funded mixeduse developments in Southern California. He later contributed to an EB-5 education platform and spent nearly a decade at a U. S. immigration law firm, focusing on compliance and structuring EB-5 projects across various industries. |
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Aaron Goforth |
Matt Jarman |
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WRIGHT GOFORTH |
GREENGATE CONSULTING |