Clomr is an industry first, AI enabled revenue platform for Anesthesia Groups and their Billing Service Providers. We are reimaging what revenue cycle management means for Anesthesia groups that serve ASCs in the U.S. We add a heavy dose of revenue boost with deposit payments, pre-op, that is included in the patient onboarding process. Then, we crank up the revenue acceleration by combining patient and case workflows with MIPS, MACRA all the way to biller hand-off. Building a vertical whose time has arrived.Our secret sauce: 1. Solve the thorny problem of unstructured data (PDFs, Driver's License, Insurance Cards, Face Sheets, Case Documents) with AI to build workflows never before imaged.2. Redefine how specific parts of the RCM impacts the business of Anesthesia

BlinkLink is reimagining the influencer marketing tech stack. Advisor to founding team and seed investors. Provide guidance on how to develop the overall solution, position in the marketplace, and communicate that value in the investor deck. Lastly, provide guidance on how to incorporate product led growth (PLG) strategies to attract, retain, and convert users to paying customers.

Scroll seamlessly extends Ethereum’s capabilities through zero knowledge tech and EVM compatibility

About: Openprise is the one platform to get the most out of your Salesforce and Marketo investment: lead to cash orchestration with a no-code platform. Openprise is the data computational layer missing in the RevOps stack.Product Outcomes:(1) Responsible for bringing "freemium", self-service product to market: idea to product(2) Developed "Campaign Attribution Out of the Box" for CMOs to see ROI in days vs. not months(3) Led foundational work to transition platform to self-service from a services oriented deliveryResponsibilities(1) Create and articulate a comprehensive product vision, strategy, and roadmap for self service products(2) Deeply understand internal customer use cases, industry trends, and business drivers to identify and advocate for new opportunities.(3) Collaborate closely with engineering and design through the product life cycle, from initial concept to final product(4) Promote a strong product culture by developing frameworks, implementing processes, and mentoring other Product Managers.Product Management Process & Delivery(1) Developed formalized research methods to inform the design and development of all new applications(2) Develop end to end process to take an idea to market utilizing GIT, Jira, Figma, In-Design etc.Thought LeadershipKey presenter at the company's Open21 conference:https://resources.openprisetech.com/on-demand-webinars/guiding-principles-for-your-revops-success

Led the company through 4 phases of growth:(1) Move up market to win in commercial (mid-market) segment across 5 countries(2) Move up market to win through complex channel: referral, master agents, and 2-tier distribution(3) Support the company's migration to a platform play: meetings, voice, embedded APIs, contact center(4) Migrate from Telco to SAAS based sales motion, billing, pricingResponsible for building and scaling business applications:(1) Owned prioritization process for Business Applications initiatives across all selling motions: direct, channel, self-service, all countries (2) Migrated company from project based to an outcomes based approach to prioritization(3) Built a team of 25 from scratch. 100 developers onshore/offshore(4) Secured funding from three CFOs totaling $20+ million(5) Migrated team from Business Analysts to Product Owners for Sales Enablement, Partner Enablement, and Marketing Enablement tracksKey Projects:-Led migration to Salesforce from Oracle: lead to cash, web to cash, search to cash-Built sales and marketing processes to support 30K leads per month, 400 orders booked per week-Secured funding for Apttus CPQ implementation, hired SI to support team through implementation -Migrate to Service Cloud, Omni routing, migrate company to lightning-Stand Up Data Lake powered by Treasure Data-Implemented Successfactors, migrate from ADP-Overhaul pro-services processes using Time Trade for 1st meeting bookings, Clarizen PSATechnologies Salesforce, QuipMarTech: Marketo, Openprise, Sixsense, Clearbit, Data.com, Outreach, Zoominfo, Hushly, LeanData, Leadspace, Lattice, SalesTech: Quip, Gong, LinkedIn, Partner technology: MindMatrix, Tipalti, Salesforce PRM, Impartner Support Technology: Service Cloud, Satmetrix, Omni routing, Distribution EngineProServices: Kimble, Clarizen, Time TradeData Lake: Treasure Data

Led several key initiatives1. Modernize Quote to Cash: secured funding, led requirements for Apttus CPQ implementation2. Customer Analytics: Re-imagine how the company collects analytics from the installed base to better inform our product decisions, customer success initiatives, and how we enforce licensing.3. Strategic Pricing & ELAs: Structure pricing for the most complex Government and Enterprise customers with non-standard terms, ratchet user growth rates, multi-country deployments, and Enterprise License Agreements 4. Deal review: Reviewed all non-standard contract terms for large Enterprise deals, responsible for closing per quarter5. Developed capabilities to win large Enterprise & Government RFPs6. Owned billings for non-standard billing arrangements: manage invoicing group that focuses on all deals transacted through our largest strategic partners (wireless carriers)

Deeply focused on helping clients develop long-lasting capabilities that yield the very best results for its shareholders, donors, and stakeholders. Project Amplify: partnered with founders from napkin to alpha release of SAAS productPrivate College, SF Bay Area: -Supported a liberal arts college through its accreditation process and served as “acting CFO” during the onsite audit and walk thru by WASC-Built the long-range forecast to support the accreditation application with WASC -Built a Qtrly and year end close process -Built a new accounting team Consumer Hardware, Seattle: - Go to Market - Developed pricing model for a direct and indirect sales model

Head of Pricing for Cloud Based ArchivingResponsible for growing bookings through carefully crafted pricing strategies- Owned pricing and discounting for all NEW cloud products and existing products across 13 countries- Took portfolio based approach to monitor pricing performance across SKUs and geographies- Develop discounting framework for a complex partner network that includes single tier and two-tier partner network as well as service providers that purchase in bulk for resale world-wide- Owned the promotion roadmap across 7 countriesBuilt the deal desk to support cloud archiving product- Supported sales management and reps across 7 major countries throughout the deal process- Developed discounting framework, country by country, to streamline decision making process within the sales organization- Owned process for streamlining the non-standard discounting request process in Sales Force to improve the first order to quote processQuarterly & Annual Bookings Forecast for Cloud Archiving Product Suite ~$60 MM- Own the long range, bottoms up bookings forecast by channel, region, product, and price—tie in impact of product roadmap, promotion roadmap and market growth forecastSupport Office of the CTO in regards to Go 2 Market Planning of Cloud Based Discovery Services

AboutClearwell Systems (formerly backed by Sequoia Capital) is the leading end to end e-discovery solution in the market with $60MM in Revenue.Reported directly to the CFO and hired to scale the company through an Initial Public OfferingFinancial Modeling: -Develop company's bottoms up 4-Year Financial and Valuation ModelReporting & Analytics: -Own the board presentations and Executive Staff business reporting Annual Planning: -Support VP of Sales on all aspects of Quota build-out and bottoms up financial modeling to rationalize tops down targets by Symantec Executive Staff

ActivIdentity was a leader in credential management and authentication solutions for the Federal and Enterprise segments with $60MM in Revenue.Reported directly to the CFO and hired to improve and scale company's operations for eventual sale. Part of a leadership team that improved operating cash flow by $13 million from FY08 to FY09Work closely with CFO / CEO to drive sale of the company to HID Global—develop valuation model, participate in due diligence process and contribute to proxy filing Quarterly / Annual Forecast- Developed rolling, integrated 3-year quarterly forecast of EBITDA & Free Cash Flow- Ensured company met operational and profitability targets as well as fiscal year guidance given to shareholders- Partnered with executive leadership team to mitigate risks and bridge gaps to the operating planAnnual Planning- Led two Annual Planning cycles and two mid-year budget revisions- Translated broad strategies into specific objectives and action plans, and align efforts of major stakeholders- Led all aspects of the annual and mid-year planning process including the development of integrated financial statementsReporting & Analytics—Developed analytics and financial reporting for executive level management and board of directorsM&A—Developed financial models to evaluate accretion / dilution of prospective acquisitions--Company Acquired Corestreet in December 2009- Project manager: led integration efforts after the acquisition of CoreStreet; ensured product integration milestones were metPlanning Tool Implementation— Successfully implemented SaaS based planning tool, Adaptive Planning, in time for the FY11 budgeting processExternal Reporting—Developed quarterly earnings release and earnings script for CFO; developed business commentary and analytics for 10Q / 10K filings

KLA-Tencor is the leading developer of yield management equipment for the semiconductor industry, measured by market share and annual revenue ($2.7 billion).Part of the used product division that did not manufacture products in-house but instead purchased products from the open market and refurbished in-house for resale. Division was the most complex out of all divisions in the company because it competed within a very complex resale eco-system which included investment banks, Intel, and various brokers.Strong LeadershipManaged all aspects of the division including $70 million P&L to achieve operating income targets, optimized $22+ million inventory mix, and improved division’s cash flow while serving as a business partner to the General ManagerAnnual Planning- Led annual planning process by partnering with General Manger, Sales, and Manufacturing Directors to develop full 3-Year rolling P&L, capital expenditures, and working capital forecastsStrategy- Developed plan and financial model for the operational expansion of division into Singapore, reduced manufacturing expenses by 15%- Shifted division strategy from maximizing market share on all products to maximizing gross margins on key productsRevenue Recognition—Responsible for all aspects of the revenue approval and acceptance process SOX—Partnered with manufacturing team to develop and roll-out SOX controls for the division

Team of four originated over $600 million in municipal, tax-exempt and taxable, debt between 2001 & 2003 Marketed, structured, and underwrote municipal debt offerings for 501(c)(3) client base including colleges and museumsActively participated in deal origination by delivering over twenty five presentations focused on capital structure optimization and funding strategies through the use of municipal debt and derivative solutions Prepared detailed cash flow projection models to evaluate financing alternatives, maximum debt capacity, and endowment rate hurdlesSelect deal list: Olympic Club, Bible Institute of Los Angeles (BIOLA), Master’s College, University of San Francisco, Gonzaga University, Santa Clara University

#1 ranked interest rate swap provider 2000-01. Team of five generated $10.0 million for the bank covering the Telecom and Consumer Products Industries.Structured and presented clients with interest rate risk management and capital structure optimization strategies through the use of derivatives solutions including interest rate swaps, plain vanilla, and exotic optionsFocus areas:high grade and high yield debt issuancesasset back securitizations syndicated loans lease financings Customers included Clear Channel, AT&T Wireless, Procter and Gamble, and Verizon Wireless