Overseeing all corporate development functions, including iSpot’s investment and acquisition strategy.

Helping drive key growth initiatives for iSpot. Focused on moving key business goals forward, optimizing processes, and ensuring alignment and collaboration across the entire organization.

Led the company’s finance function from when we had only $1M in annual revenue and 20 employees to the scale we’re at, including overseeing three major fund-raises, four acquisitions and one strategic investment.

Entrepreneurial-minded advisor providing accounting, finance and business services to entrepreneurs, leaders and companies with innovative products. Supporting senior leadership across multiple companies and investment funds in completing over $800 million in capital transactions.

Provided financial planning & analysis, budgeting, forecasting, public company benchmarking, specialized technical accounting, and monthly board & investor reporting services for 4 years. The company grew from $10 million to $100 million in revenue, raised 2 rounds of equity financing and grew from 100 to 450 employees during this time. Smartsheet raised $150 million at a $1+ billion valuation in it's IPO on the NYSE in May 2018.

Managed financial operations for a global investment firm doubling in size to $2.5 billion under management, founded by senior executives from Microsoft and AT&T Wireless. Worked with portfolio companies on operational and strategic initiatives.

Completed financial statement audits of public and private companies across industries including venture capital, investment management, banking, software, telecommunications, biotech, retail, aerospace, manufacturing and professional baseball.

Led employer audits on companies including Coca-Cola, Nabisco, Safeway, UPS, Waste Management and Yellow Freight on behalf of a multi-billion dollar pension trust fund.

Traveled internationally on a scholarship; independently visited 12 countries across 3 continents; exposed to a variety of cultures and languages; earned PADI diving certification.