• Partner to CEO and management team to rapidly build this AI marketing business.• Strategic partner, Ashley Furniture, under the Up.Labs Venture umbrella (Santa Monica).• Raised $4M SAFE, planning Series A.• Collaborated with management team to build multi-year business model and budgets.• Building-out Finance, Human Resources and Admin functions.• Maintaining cost control and control environment during steep growth.

- Raised $16M of venture capital through Seed & Series A rounds.- Lead VCs: M12, Moment Ventures, Unshackled Ventures, Industrious Ventures.- Trusted advisor to co-founders on decisions spanning the entire business. Grew business 20x.- Built founders' vision into a comprehensive model used to raise capital & guide/comp mgmt team.- Set & negotiated pricing, designed promotion plans and sales commission plans with CRO.- Planned expansion strategy, entrance to new regions, and scaled operations with COO.- Negotiated executive comp, replaced & upgraded talent, initiated benefits plans with HR director.- Designed and vetted product changes, worked on system security and data integrity issues with CTO. Pod Foods is a B2B, online grocery marketplace and logistics start-up providing a modern, technology driven alternative to existing CPG distribution. Focused on emerging, artisan, local brands, Pod Foods' online platform and outsourced logistics successfully address the unique needs of this enormous segment in high demand by retailers. Headquartered in Austin, TX with a nationwide virtual workforce and a coast-to-coast 3PL distribution network.

- Managed Finance, Human Resources, Legal and Trade Operations for this SaaS software, FinTech firm that provides a cutting edge suite of mortgage pricing, valuation, hedging and automation tools.- Sold to Black Knight in 2019.- Built business model integrating forecasting, departmental budgeting & manager compensation.- Mentored department managers on growth plans and team/staff challenges.

- Purchased, expanded and sold a gourmet market with artisanal deli and café, with two retail locations (Pacific Heights and Nob Hill) and a centralized commissary & warehouse. - Tripled sales, initiated private label products, expanded ops & staffing, built a strong local brand. - Featured by the San Francisco Business Times as one of the Bay Area's fastest growing private companies.

- Integral member of the US and UK management teams and Board of Directors for this full-service investment bank with capital markets, sell-side research, M&A, equity sales & trading, and wealth management operations. - Managed accounting, financial planning & modeling, budgeting, treasury, FINRA and ADV reporting.

- Fast four year growth curve to $80 million revenues, 150 employees and $1 billion AUM. - Capital raised $50M: $34M thru 144A initial stock issuance, $16M thru private placements.- Prep work for IPO (NYSE: JMP). - Negotiated $10M bank line, arranged $6M in partner financing and $10M in private placements.- Built accounting & reporting, financial planning, treasury, and regulatory operations.