Fractional CFOs for the lower-middle market, private equity, M&A.

www.GROKKETSHIP.com

www.SWANfactor.com• SaaS financial planning app for AirBNB owners. Pivoted to underwriting app for multifamily syndication: forecasts GP and LP private equity distributions, IRR, Cash on Cash and multi-scenario exits.• Participated in GA Tech’s ATDC Customer Discovery Lab.• Researched Total Available Market (TAM), initial face-to-face customer acquisition channels, created all cold email outreach automation, determined KPIs and developed GTM strategy.• Followed Lean Startup practices and created brand, website, prototype, explainer video, signup page and email campaigns based on customer interviews (problem and solution / market fit).

• Based on previous success as a Founder, joined the Capital Factory, the No. 1 accelerator in Austin, Texas. • Researched TAM, performed customer discovery, pivoted to find product / market fit and customer-centric solutions following Agile / Lean Startup methodology• Created a semi-public library of workshops, mentor meetings and book summaries: https://drive.google.com/drive/folders/1NjJVametByiHIaf4HWeBt5d53cjkZw0D

www.3D-MA.comAs Seen in the Wall Street Journal!• Starting from a deep economic recession, founded a rapid growth 10-year global marketing, branding, content development and tradeshow company; 40%+ EBITDA. • In direct opposition to industry trends, won contracts with $1+ billion companies and grew revenue an average of 73.6% (YOY) while growing net profit an average of 138.2% (YOY). • For each project, managed an average of 40+ vendors, ≈5 departments, 150+ people, producing projects domestically and globally from Singapore to France.• Acting as the agency of record, won coverage in the Wall Street Journal (WSJ), developed marketing strategy for clients, reporting on average to 3-5 key stakeholders on budget, KPIs, leads and R.O.O.• Leveraged technology, creating systems of automation and quality control to maintain a low overhead and “remote management” business model.• Created profit sharing program for contractors and employees.• Created all standard procedures, operations manuals, onboarding program, hired and trained staff.• Responsible for all sales, design, accounting, IT, legal, project management, traveling supervision, fabrication, warehousing inventory, CAD and operations.• Responsible for all branding and content development including but not limited to videos, photos, graphic design, 3d design and website.

• Starting from a deep economic recession, became the No. 1 account executive in the U.S. for the largest event marketing company in the world (based in Hong Kong).• Paid profit-sharing instead of commission on $10+ million ARR, which was 65% of the Atlanta division’s ARR (U.S. headquarters).• Was the team lead to win the largest account ever in division history.• Produced the highest profit margins (38-40%+) in the company with the lowest error rate. • New policy deployment team lead. Developed procedures and trained new staff and vendors.• Responsible for billing and collections, instituted first ever and only 100% upfront payment policy resulting in the best accounts receivable report in the company. • For each project, managed an average of 40+ vendors, ≈5 departments, 150+ people, reporting to 3-5 key stakeholders on budget, KPIs, leads and R.O.O.• Researched and developed relationships with 100+ vendors, eventually doing more work in Europe than the U.S. • Negotiated all contracts and legal (client and vendor), managed all warehouse inventory, coordinated all logistics, managed and tracked all P&L and effectively became a business within a business.

Based on previous success was recruited by a former colleague to assist in founding a start-up exhibit company.

• Starting with no clients, no training and no instruction, became one of the fastest revenue generating new Account Executives ever hired by the Atlanta division. • Profit margin leader in 1999 (lowest error rate). • Won and managed the product launch of Windows 2000 for Microsoft in six major U.S. cities. • Responsible for creating all my own business, cold calling, presenting and acting as the primary client liaison Team leader for 1 direct report and one shared report that delegated work to approximately 70 employees and over 15 primary subcontractors.

• Handled all the largest exhibit design bids and was tasked with making Atlantic Skyline competitive with custom exhibit houses. • One of the first designers in the nation to create hybrid exhibits, taking on sourcing and estimating. • Was influential in the development and creation of 2 products still in use to this day.

Was hired as a high-resolution production artist and was promoted to graphic designer.