• While working with Pura Vida Health, saw the opportunity to help other businesses scale their operations• Businesses had product concept, marketing, and distribution dialed, but needed to manufacture the products to fill the demand for their products• Expanded our trimming and white label-services to over $5M in annual revenues• Sold the business in 2024Lesson Learned: How to become a strategic partner. What makes a great client. Scaling manufacturing processes to reach client goals. Software implementation and process management.

• Managed facility buildout timeline and budget• Set up accounting, inventory management, METRC, and production tracking systems• Documented all SOPs relating to compliance, manufacturing processes, and systems management• Managed hiring process, scaling out management teams and manufacturing teams• Scaled wholesale distribution business to $1M in monthly revenues• Managed processing agreement negotiationsLesson Learned: How to further standardize processes to scale operations. How to build a multi-dimensional team. California cannabis compliance.

• Developing systems to more efficiently track company data in order to develop better decision-making practices• Working with board of directors and advisory board to plan and execute sales and marketing strategy• Developing strategic partnerships inside and outside of the medical marijuana industry to increase revenues and brand awarenessLessons Learned: The definition of sweat equity. Building a business is a marathon, not a sprint. Be organized, manage your time, listen, take notes, and keep knocking items off of that checklist. Eventually you'll find the point where knowledge and preparation meet opportunity.

• Communicate directly with current and prospective clients in regard to financial needs• Manage the accounting functions for small to medium sized businesses in a variety of industries• Budget and cash flow analysisLessons Learned: Reading and analyzing small business financial statements in a multitude of industries, figuring out what clients really want, and providing the deliverable to them.

• Part of Cal Poly Senior Project: Managed $500,000 of the Cal Poly Endowment Fund Portfolio with 15 other members of an Investment Committee• Made long-term decisions with analytic backing that will have lasting impressions on the managed portfolio• Developed quarterly analyst reports on Illinois Tool Works, Inc. (NYSE: ITW) using the Dividend Discount Model, Discounted Cash Flows, and Comparable and Multiples valuation methods• Presented analyst reports and relevant findings directly to the Senior VP of InvestmentsLessons Learned: How to use data and analysis to validate decision-making processes, report to superiors, and debate in a way that promotes out-of-the-box thinking.

• Communicated directly to prospective businesses to speak to our group about job opportunities• Participated in weekly board meetings to discuss goals of the club, action items, and current events• Worked with the Event Management Team to host our annual Big Four Consulting PanelLessons Learned: How to work with a team in a democratic manner to make decisions that effect an entire organization.

• Customized Saleforce.com to company specifications to improve efficiency and communication in tracking leads • Trained employees in the functions of Salesforce.com• Attended communication focus groups with high net worth clients• Conducted administrative tasks including inventory management, printing, copying and faxing client documents, and kept my supervisor up to dateLessons Learned: How the financial services industry works, customize Salesforce templates, and teach new tricks to old dogs.

• Assisted in the development of a film project to promote the Museum of American Finance Center for Financial Education• Worked to produce a "Five Year Book" that catalogs and documents the past five years of our philanthropic effortsLessons Learned: Communication is key, interviewing and video are great additions to a marketing piece, and how to organize information in a meaningful way.

• Taught personal development, team development, support, trust, leadership and personal goal-setting through a multitude of outdoor activitiesLessons Learned: Leadership, personal development, and the importance of facing your fears.

• Directed and participated in numerous activities with elderly Alzheimer and Dementia patients• Learned commitment, time management, and compassion for othersLessons Learned: Patience and compassion for others.