Advise start-ups and small to mid-sized businesses on operational and financial matters. • Advised a medical device start-up on matters including: structuring investments to facilitate production of initial prototype; identifying and validating the ideal manufacturing locations.• Assisted a multifunctional cannabis business spin off from a larger firm and profitably streamline operational processes.• Advised multiple businesses on how to apply for COVID related government subsidies.

Structured the purchase and shepherded the conversion of small, medical-only cannabis delivery service into a platform for launching branded retail products envisioned by founding team members. • Developed corporate structure and acquisition plan. • Rapidly prototyped facility to enable manufacturing in highly regulated environment • Launched award-winning brand, Kalya, which swept Emerald Cup podium in 2019 (first year), continued to place 1st through 2021, won 1st for edibles-gummies and edibles-sweets categories in 2022, and continued 3rd place for solventless rosin in 2022. • Built on brand success by creating Community by Kalya for value customers. • Established an inclusive, DEI-compatible organization; cultivated partnerships with social equity companies and brands.Grew company to $4 million annual revenue in 3 years.

Provided professional business merger, acquisition, valuation, negotiation, and financial advisory services for transactions with enterprise values between $50,000 and $20 million. Closed transactions by identifying hidden value and understanding needs of clients on both sides. Recognized as a Top-5 agent in the company based on dollar value of completed transactions.

Taught “Introduction to Entrepreneurship” to 25 International Degree Program enrollees from 15 countries per term. Coached students in team projects to envision and plan innovative new businesses. Developed curriculum incorporating collaborative teaching style and interactive assignments. Emphasized that diversity in groups leads to stronger, more long-lasting solutions; encouraged students to form and work with cross-cultural teams.

Managed IT projects for a premier Turnkey Asset Management Platform serving over 6,000 advisors, 70,000 investors, holding a total of over $20 billion in assets under management (AUM). During a historic downturn and recovery, contributed to success of platform by managing projects including: • Integrated Saleforce.com’s Opportunities feature to track and forecast sales opportunities. Led team mapping complex legacy sales processes to SalesForce.com sales processes while addressing complex compliance requirements imposed by Financial Services industry. • Accelerated delivery of easy-access Custodial Forms for all advisors and investors. Cut dev time 50% by Identifying and addressing key process flaws.

Acquired and operated chain of 3 automotive repair facilities, and through combination of organic growth and acquisition, built out to 5 facilities generating $2 million annually. • Produced revenue growth of 80% in first 2 years by planning and replacing technology infrastructure, providing operational transparency and improving customer service. • Created programs and processes to minimize waste of fresh chemicals, and ensure proper disposal of used chemicals. • Restructured operations to emphasize collaborative teamwork among business unit managers, formalizing best practices and reducing reliance on individual employees. • Created platform for future growth by leading development of a web portal to provide customer-facing employees with access to real-time business information.

Co-founded one of the first internet based customer support outsourcing companies. Built company intentionally to leverage racial and ethnic diversity and enable seamless integration between U.S. and India operations.• Strategized, founded, developed the first web-based customer service outsourcing firm using overseas labor to serve Fortune 100 clients.• Recruited executives and senior management team in U.S. and India; grew business from team of four co-founders to 2,000 employees. • Created a new market segment and built a successful international customer service organization from the ground up. • Pioneered use of emerging internet-based technologies to maximize communication and minimize business travel, resulting in both cost and energy savings. • Raised non-institutional start-up capital and operated company on $300,000 for the first year while fine-tuning the business model, securing first customers, and successfully negotiating venture capital funding. Participated in two rounds of venture funding totaling $40 million. • Established company policies that bridged and synthesized cultural differences, enabling seamless integration between U.S. and India operations. • Instituted a business culture that motivated employees to achieve optimum performance and realize goals well beyond their previous accomplishments.

Represented a premiere international consulting firm on engagements: • Led cross-functional team to redesign service activation processes for a state-owned telecom provider in Africa. This produced US$30 million in financial benefits by reducing installation time from 29 days to 6 days while improving customer and employee satisfaction. • Redesigned customer service processes, streamlined workflow, and identified metrics for a major U.S. telecommunications carrier. • Collaborated with senior management of a major telecommunications firm in Africa to reorganize business units. Successfully advocated a structure that facilitated the transition from being a protected monopoly to becoming an internationally recognized competitor. • Established and led a regional team that simultaneously implemented elements of three key redesigned business processes at a state-owned telecom company in Africa.

Created a system of work prioritization that reduced the number of necessary visits by group more than 25%, reduced overtime 70%, and improved customer satisfaction, while simultaneously maintaining excellent management-labor relations in a highly regulated industry with a unionized workforce. Led a multidisciplinary team to design and implement new product offerings for the financial services industry. Analyzed and identified customer needs; worked directly with the banking-focused sales force to ensure that current products met requirements. Wrote sales support handbook mapping customer needs to the company’s cutting-edge data communications services. Collaborated with a team of managers to redesign a key service provisioning process in the face of a competitive threat. Using critical path method and other process engineering tools, this team reduced the time required to provide service from 10 weeks to 1-3 weeks