Investment holding company focusing on niche real estate markets, investor portfolio diversification/hard asset allocation strategies and property management.

Micro-Hospitality Management Services. Two-sided marketplace mobile app, connecting users to wide range of concierge, property rental and hospitality services, merchandise, concessions.

As Business Development Manager for K12, defined and developed relationships with states and large districts across the US to provide consulting from PCG subject matter experts to address a wide spectrum of needs such as curriculum development, instructional resources audits, design and facilitation of professional development and professional learning communities, school improvement, and program reviews. PCG Education looked to apply boutique education knowledge and expertise to potentially employ research-based strategies and concepts for schools and districts that are chronically under-performing. Improvement services were geared to align school and district leadership needs, focusing on education strategies, effective instruction, climate and culture, data use, and curriculum and assessment alignment. Successfully extended the market reach for the company and provided executive team market analysis and critical customer facing product feedback, while PCG Education worked to develop a standardized approach and product offerings with an aim towards configurability, to better build capacity of teachers and leaders.

As Board Member, supported the rapid growth and direction of Great Minds strategy and executive planning. Great Minds evidence-based success ensured that all students, regardless of their circumstance, receive a content-rich education in mathematics, as well as liberal arts, sciences, history, and foreign languages. Great Minds, formerly CommonCore.org, works with teachers and scholars to create instructional materials, conduct research, and promote policies that support a comprehensive and high-quality education in America’s public schools.

Part of the nascent Enterprise Software Solutions team; helped build the market for the company’s emerging enterprise-level software. Supported the launch and promotion of the anticipated cloud-based education software. Developed a flexible implementation framework to support early stage customers for Promethean's ClassFlow product, the beta stage classroom-level software aimed at supplementing classroom instructional delivery. Provided go-to market planning, target market development, and direct sales in supporting the company’s business model transition. Responsible for Western US Education market, specializing in district level solutions. Consistently exceeded management business objectives, supporting early stage market development for prototype software, and supporting company market development and product visibility. Provided critical customer and competitive product feedback to support organizational and product adaptation as company worked to revitalize shrinking market share, moving from hardware-only to hybrid software as a service model.

Business Development Executive and sales strategy leader in the Education Business Group (TeamWest) of Scantron/GlobalScholar, an indirect, wholly-owned subsidiary of Harland Clarke Holdings Corporation, part of the privately-held M&F Worldwide. Scantron's education group was comprised initially of the technology solution offerings of Spectrum-K12, GlobalScholar, and Innovative Architects. The goal of their solution was to help educators, parents and students by providing a basic foundation for managing student learning.Tackled challenging customer engagements, ensuring contract retention and brokering compromise with key clients during the company's acquisition driven software redesign and management transitions. Go to market solution consolidated to include student assessment, response to intervention and a competency-based gradebook, designed to aid teachers in personalized learning and managing student data.

Chief Development Officer - developed the go-to market strategy and thought leadership to establish the company's state, government, and district relationships as a premier service/product leader in supporting and implementing Human Capital initiatives. Created the roadmap for customers looking to change and expand the possibilities for learning and teaching using a K12-centric Human Capital Management approach for comprehensive performance management. In this role, as a market disruptor and innovator, successfully delivered lower cost, online, secure, software as a service (SaaS), offering K12 Education the flexibility and scalability to align human/capital resources and bridge HRIS/ERP investments with academic and operational strategies through technical, personnel and process automation. Truenorthlogic reduced risk, managed complexity, and increased value for its clients while supporting improved individual and organizational performance, academic and district office continuity, and practical innovation within the shifting K12 education environment.* April 2014 - iAssessment (dba Truenorthlogic) acquired by Weld North (www.edukwest.com/hedline-weld-north-acquires-imagine-learning-truenorthlogic/)** 2016 acquired by Performance Matters and rebranded as Performance Matters; 2018 sold to Vista Equity Partners as part of their Powerschool investment by PeopleAdmin, Inc, a portfolio company of Vista Equity Partners (www.moorelandpartners.com/transactions/mooreland-partners-advises-performance-matters-sale-peopleadmin/)

Led Truenorthlogic (originally iAssessment / 2014 acq Performance Matters / 2018 acq PeopleAdmin) in attaining 1m+ licensed users across the US, focusing on critical teacher effectiveness issues coupled with change management and process innovation by providing clients their own technical and service framework to manage successful educator professional development strategies and coherent organizations that elevated/supported the teaching profession. Truenorthlogic earned the 2006 CODiE Award "Best Solution for Education Enterprise" and 2007 CODIE Finalist for “Best Professional Development Solution” for their dedicated approach in serving K12 Education.Co-founded the company and was the first-full time employee. Lead the company’s initial business operations and market strategy initiatives as CEO/COO. In 2004, as CEO, dedicated focus to support the development of market visibility, partner and customer relationships, market/sales strategy, and the enterprise solutions strategy behind Truenorthlogic’s human capital, process, and performance management. Recognizing that teachers and instructional leaders are the critical component in successful schools, Truenorthlogic provided support for the shifting priorities from qualifications to effectiveness. Created the implementation triumvirate: people, process, platform - based on the company's proprietary technology and dynamic execution approach, giving customers and K12 education a framework to manage the continuum of educator development, creating value through its people and systems, while elevating the focus of public education's critical resource: the educator.* iAssessment (dba Truenorthlogic) acquired April 2014 by Weld North (www.weldnorth.com/?p=817)** Performance Matters acquired February 2018 by PeopleAdmin (www.peopleadmin.com/2018/02/peopleadmin-acquires-performance-matters/)