• Business Strategy & Execution: Spearheaded strategic planning and execution, tailoring go-to-market strategies for startups, high-growth companies, and multinational corporations to accelerate sales and drive revenue growth.• Sales and Revenue Growth: Lead efforts to develop and implement AI-specific sales methodologies, business development, and marketing initiatives to meet clients "where they are" and drive exponential revenue growth.• Client Portfolio Management: Oversee a diverse portfolio of 10+ startup and high-growth companies, multiple pro bono clients, and several active angel investments, ensuring strategic alignment and impactful outcomes.• Pipeline Expansion: Design and implement customized business plans that support clients' unique growth phases, expanding their sales pipeline and optimizing market entry strategies.• Operational Efficiency: Drive operational excellence by building scalable frameworks that enhance productivity and facilitate smooth growth across various client engagements.• Investment and Financing: Provide advisory on financing strategies and secure startup funding, facilitating their growth and supporting long-term sustainability.• Tailored Business Development: Customize business development solutions to support revenue acceleration, including introducing new products, market expansion, and partnership opportunities.• Global Scaling Expertise: Leverage extensive experience in scaling global businesses, helping clients establish an international presence, and optimizing operations for new markets.• Cross-functional Team Leadership: Lead and mentor cross-functional teams, aligning sales, marketing, and operational functions to ensure cohesive and effective client support.

Actual HealthCare Solutions (AHS) is a health IT company. AHS is integrating AI, into a streamlined referral network that connects physicians and surgeons seamlessly. They aim to maximize revenue while improving patient care. Actual Healthcare Solutions transforms referrals and boosts surgical conversions, significantly accelerating patients' time to surgical or definitive care and ultimately delivering better outcomes for healthcare providers and patients.

ARBX.bet is an innovative sports betting analytics platform that uses advanced AI to help bettors make smarter, more informed decisions. It offers unique tools like arbitrage betting, expected value (EV) models, AI-driven predictions, and a proprietary SharpScore ranking system to evaluate betting opportunities. With features including competitive community events and a Discord Bot for real-time alerts, ARBX.bet creates an interactive and strategic experience for bettors seeking an edge in the sports betting landscape.

The Mirror is a next-gen game engine: Build and play with your friends in one app.

Shopsee is a trailblazing platform transforming the retail industry with cutting-edge technology that enables instant shopping. By collaborating with social media influencers and content creators, Shopsee creates interactive experiences where viewers can purchase directly through their screens. This innovation sets a new standard in retail, merging entertainment with seamless, in-the-moment shopping.

AdBlend is a forward-thinking digital marketing agency transforming how businesses connect with their audiences online. With a deep understanding of the ever-evolving digital landscape, AdBlend offers tailored marketing solutions that drive engagement, build brand loyalty, and deliver measurable results. By blending creativity, data-driven insights, and advanced technology, AdBlend crafts impactful campaigns that resonate with consumers across multiple digital channels.

CallSine.com is an innovative platform specializing in personalized outbound sales engagement through advanced large language models (LLMs). Emerging from stealth mode, CallSine uses AI to craft custom sales outreach tailored to each prospect, enhancing relevance and increasing conversion rates. By leveraging data-driven insights and scalable AI, CallSine empowers sales teams to create meaningful, high-impact connections with clients at scale.

Orb is an emerging technology company dedicated to making Augmented Reality (AR) accessible, personalized, and scalable for businesses. It offers a comprehensive, no-code solution that enables the creation and distribution of interactive, high-quality AR experiences. Powered by generative AI, Orb automates and simplifies the AR creation process, integrating essential skills and knowledge into a seamless, end-to-end platform that stands out in the AR space.

Cymatrax is a groundbreaking software company that enhances digital audio by optimizing it for improved mental well-being. Using scientifically-backed algorithms, Cymatrax adjusts audio frequencies to reduce white noise and improve clarity, shown in clinical trials to increase retention, alertness, and comprehension—particularly in ADHD patients. With applications across audio-visual, education, and neurological therapy sectors, Cymatrax’s technology holds promise for transforming sound to support cognitive health and focus.

• Secured Seed Funding: Led and successfully closed multiple seed funding rounds, securing essential capital to support the organization’s growth and development.• Negotiated Strategic Agreements: Oversaw the negotiation and execution of key agreements with clients and investors, ensuring beneficial terms aligned with company goals.• Established Organizational Policies: Developed and implemented organizational procedures, goals, and policies to drive operational efficiency and promote a culture of excellence.• Financial Oversight: Directed budgetary planning and financial activities, ensuring fiscal responsibility and alignment with strategic objectives.• Collaborative Leadership: Worked closely with board members, executives, and staff to enhance general operations, maintain alignment on strategic goals, and support organizational decision-making.

• Business Strategy Development: Designed and executed comprehensive business strategies, operational plans, and company-wide procedures to drive growth and efficiency.• Operational Leadership: Oversaw daily operations across key functions, including Marketing, Sales, Client Services, and Finance, ensuring alignment with organizational goals.• Executive Relationship Management: Cultivated and managed high-level relationships with executives at leading financial firms to support strategic partnerships and business growth.• Client-Centric Strategy: Analyzed client needs and implemented strategies to exceed expectations, enhancing client satisfaction and fostering long-term loyalty across all levels of their organizations.

• Established Finance Team for Distribution & Marketing: Built a new Distribution & Marketing Finance team to provide strategic financial support for the Retail Financial Services division.• Led Regulatory Response: Directed the company’s response to a New York State Attorney General inquiry regarding advisor compensation, ensuring compliance and transparency.• Automated Advisor Compensation: Developed and implemented an automated system to manage compensation for approximately 1,000 advisors across 150 offices, improving accuracy and efficiency.• Structured Wealth Management Reporting: Created a foundational hierarchy for Wealth Management reporting, enabling more precise benchmark analysis and data-driven insights.• Developed Auditable Allocation Methodology: Designed a new, transparent allocation methodology across TIAA, ensuring compliance and enabling reliable financial reporting.

• Client Implementation & Team Development: Led and trained the North American Client Implementation team for Asset Servicing – Alternative Investments, establishing standardized project plans, checklists, and a control-focused onboarding process.• Senior Management Reporting: Developed comprehensive reporting for senior management, tracking North American client launch activities and performance.• Process Optimization: Enhanced critical control functions, achieving a 100% success rate in client launches while tripling volume without increasing headcount.• Global Program Management Leadership: Built and managed a global Program Management Office team spanning Ireland, Poland, India, and multiple U.S. locations, overseeing Program/Project Management, Technology Support Services, and Business Analysis for Alternative Investment platforms.• Strategic Technology Initiatives: Directed the strategic roadmap for alternative investment services, resulting in the award-winning Global Risk Americas Innovative Product of the Year (2013) for Money Automation in Alternatives.

• Produced and globally distributed instructional music DVDs featuring iconic musicians teaching popular songs, enabling aspiring musicians to learn from the artists. The first release, Lessons from a Legend, features Simon Kirke of Bad Company and is distributed by Hal Leonard, available at Sam Ash, Guitar Center, Amazon.com, and various music stores worldwide.• Led promotional efforts for Lessons from a Legend, including Simon Kirke’s drum tour and appearances at major events like the Rock and Roll Fantasy Camp and Michael J. Fox Foundation benefits.• Co-produced television features with A&E and VH1 to promote Lessons from a Legend, including A&E Breakfast with the Arts and VH1 - Rock Lives, showcasing Simon Kirke’s expertise and instructional product.• Developed and pitched multiple TV pilots to networks such as ABC, NBC, A&E, MTV, and VH1, demonstrating creative versatility and engagement with major entertainment platforms. Wrote/ presented “The Accountant” sitcom with ABC at upfronts; lost in the final round to Selma Hayek’s “Ugly Betty.”• Managed all facets of Rockstarz, Inc., including scriptwriting, marketing, product design, sponsorships, and talent negotiations, ensuring a cohesive and successful business operation.

• Global Operations & Platform Consolidation: Led a 70+ global, cross-functional team (technology, operations, client service) in standardizing operations, migrating 15 disparate platforms across 16 locations to a unified, strategic environment, increasing Straight-Through Processing (STP) by 12% in 2008 and 28% by 2010.• Offshoring & Cost Reduction: Spearheaded offshoring initiatives, transitioning 135 FTE to Mumbai and Manila, resulting in $20M in cost savings through enhanced operational efficiencies.• Revenue & Efficiency Growth in Global Custody: As Head of Segment Management, drove an 8% annual revenue increase and a 10% efficiency gain, implementing a single service model that reduced expenses by 40% and headcount by 75 FTE.• Strategic Product Development & Regulatory Engagement: As Head of Product Management for Collateral Management, collaborated with SEC, CFTC, Exchanges, and Clearing Corporations to gain regulatory approvals, growing RCCM deposits to ~$50 billion and generating over $200M annually while reducing expense ratios from 40% to 15%.• Market Innovation & Strategic Partnerships: Partnered with the Chicago Mercantile Exchange to develop the IEF5, the largest investment earning facility offering, and participated in high-stakes client engagements with Goldman, Citi, Mitsubishi, CME, and others.• Business Incubation & M&A Strategy: As a founding member of the LabMorgan incubation team (e-Trust Product Greenhouse), identified acquisition targets, co-founded the ADR Max cross-booking initiative generating $100M+ annually, and created Regulatory Cash Collateral Management.

• Mergers & Acquisitions Analysis: Conducted in-depth analysis to support strategic acquisition opportunities and business expansion.• Leadership in Product and Brand Development: Oversaw New Product Development, Marketing, and Branding teams to drive product innovation and market growth.• Product Innovation and Marketing: Created and launched Small Cap Custody® and BNY Portfolio Snapshot™, successfully positioning them in the market to meet client needs and enhance revenue potential.

Worked with the international CFO and global head of product management, analyzing new product development affinity cards such as Black, NY Knick / Rangers, and MS Card, along with expanding Membership Rewards programs and marketing plans.• Financial Analysis & Card Margin Analytics: Developed card margin analytics for the CCSG President, supporting insights for strategic decision-making.• Budget Control & Advertising Oversight: Administered advertising controls for the Consumer Card Services Group, managing a $1.3 billion budget.• New Card Development: Led financial planning for new card initiatives, including partnerships with Knicks/Rangers, MS, Diamond, and Membership Rewards.• International Performance Evaluation: Assessed International Cards, Travel, and Lending business performance, supporting regional and market CFOs with business margin analyses and unit profitability reviews.• Strategic Investment Management: Oversaw Strategic Quality Plan investments, creating and implementing a prioritization process to align with corporate objectives.

International Director of Finance - International Business Development, expanded business model and opened offices in Paris, London, Mexico City, Toronto, Tokyo, Hong Kong, and Budapest.• Oversaw global financial operations for $200 million in media assets across 19 affiliates, including 11 domestic and 8 international offices.• Established new offices in Canada, the UK, Mexico, and France, expanding Active International’s footprint and supporting strategic global growth.• Engaged with taxation authorities in multiple countries to explain barter accounting and ensure regulatory compliance, building relationships and establishing best practices in each market.

Entertainment Business Management Division: Gelfand, Rennert, and Feldman. • Developed and managed tour budgets for high-profile artists, including ensuring accurate forecasting, cost control, and profitability for each tour.• Oversaw financial planning and cash flow management for international concert tours, coordinating with venues, promoters, and vendors to maintain budget integrity and optimize resources.• Provided financial oversight and reporting on a tour-by-tour basis, giving clients insights into performance metrics, revenue streams, and areas for cost savings.• Conducted comprehensive financial analysis for each tour, monitoring revenue from ticket sales, merchandise, and sponsorships to maximize profitability.• Collaborated with artist management teams and production crews to navigate the financial complexities of large-scale tours, including travel logistics, staffing, and production expenses.• Ensured compliance with tax regulations across multiple countries, working closely with local advisors to align with international tax standards.