Board of Advisors – Senior Advisor, George Swain Investments, Los Angeles, CA, (2023 – 2024)George Swain Investments (GSI) is a hybrid boutique investment banking / private equity firm focused on the multicultural marketplace. Board of Advisors, Corsa Security, Silicon Valley, CA / Ottawa, CAN (2019 - Present)Corsa is a leader in cybersecurity automation and scaling of high-capacity networks Board of Advisors and Consultant , 9th Wonder, Los Angeles, CA (2020)9th Wonder is a full service, independent advertising and marketing agencyConsultant, Loop Capital Principal Investments, LLC, Chicago, ILLoop Capital is a full-service investment bank, brokerage and advisory firm that provides capital solutions for corporate, governmental and institutional entities globally• Led target identification, due-diligence, and negotiations for pharmacy roll-up of sterile and compound pharmacies and facilities. Negotiated licensing of proprietary pharmaceutical compounds• Led acquisition of ImprimisRX TX, Allen, TX, and Park Compounding, Irvine, CAConsultant / Operating Partner, Legacy Acquisition Corp., Cincinnati, OHLegacy Acquisition Corp. is a publicly traded special purpose acquisition company (SPAC)• Member of Capital Raise Team. Expanded Operating Partner and Strategy lead• SPAC launched with Legacy Acquisition Corp. IPO +$300M (NYSE: LGC)Consultant / Acting Chief Revenue Officer, Yurban Ventures, Cincinnati, OHYurban Ventures was a Independent Financial Sponsor focused on acquisitions in consumer goods• Led team as Chief Revenue Officer partnering with Clayton, Dubilier & Rice to acquire Cover Girl and Max Factor for $3.2B• Led due-diligence and value creation targeting CPG brands partnering with Madison Dearborn

ZT Corporate is a private equity firm with an investment portfolio in healthcare services.• Led operations of portfolio of independent pharmacies • Led investment and acquisition of three retail pharmacies • Led due-diligence and strategic planning targeting Walgreens.com, Beauty.com, and Skin.com with partner Platinum Equity

Led global consumer engagement for Mattel Brands, Fisher Price, HIT Entertainment, and American Girl across all consumer spending totaling $1B. Spending activity in support of all consumer touch points in retail and online promotions, TV, digital marketing, social media, content creation and entertainment, live events, and eCommerce. • Redefined global planning process ensuring stakeholder partnerships, stronger linkage to global insights, consumer centric programming and accelerated growth.• Established global merchandising strategy creating seamless omni-channel consumer experience including mobile applications, digital, AR, and patent pending IP technology • Created global multi-disciplinary marketing team spanning 10 brands and 40 countries.

Led Customer Marketing, Shopper Insights, Category Management, Retail Services, Visual Merchandising organizations developing and executing customer strategic plans and commercial programming in Omni Channel retail channels representing $3.5B in sales. • Increased eCommerce sales 32% as Category Captain managing online stores for Amazon, Target, and Walmart. Established Mattel’s online store generating +$280M in revenue • Implemented innovative Fisher Price retail merchandising strategy improving sales 35%.• Increased Walmart sales $70M through shopper insight innovations growing the space 17%.

Managed global marketing infrastructure, assets, eCommerce merchandising strategy, SEO merchandising strategy, and social media content localization. • Led reorganization from 9 Geo-Clusters to 3 International Regions achieving 5% savings • Developed SEO strategy and branded copy for Mattel/Fisher Price Shops, and customer eCommerce stores increasing campaign effectiveness 150%.

Formed organization to lead development of regional commercial programming, eCommerce and online strategy, digital marketing, insights, TV media, and marketing assets. • Developed regional 360° commercial programs generating incremental sales of 6% in Latin American and 3% in Europe.• Developed eCommerce strategy to improve online sales 150% versus fiscal plan. • Led cross-functional team to develop global Mattel and Fisher Price Brand web sites and digital content and localization of 76 websites in 20 languages.• Localized TV creative in 40 countries, 20 languages including 2,500 television spots increasing utilization 15% and reduced spot trans-creation costs 40%.

Led operations for CPT and portfolio companies as C-Suite Executive in B2B and B2C consumer and services industries. Led identification, due-diligence, and deal structure formulations with partnering funds including Green Pastures Equity Partners, Duff & Phelps, and Hispania Capital Partners. Portfolio operation included the following engagements:• Chief Executive Officer, EBD Soft, Inc., North America • EVP, Global Sales and Business Development, NTR Global• EVP, Sales-Business Development, Amphire Solutions/ iTradeNetwork, Inc.• Chief Executive Officer, Big Foot Giant Tire Company

Led development of business model, product functionality, and marketing plan of the SaaS provider of Cloud Based Big Data Analytics and Business Intelligence for the FMCG/CPG industry. The system provided advanced analytics for marketing mix optimization, ROI contribution, insights, and resource allocation and planning. Negotiated exit to strategic partner

General Manager – Sara Lee Meat Division & Galileo Foods Foodservice Led Sara Lee Meat Division, Galileo Foods Foodservice.