iSeatz provides digital commerce and loyalty solutions to industry leaders in travel, hospitality, and financial services. The iSeatz platform processes more than $8.2B in transactions, 292B loyalty points, and 12M travelers annually.Transitioned from consulting to full time Chief Strategy Officer role in Q2'23. Focused on driving iSeatz organic and inorganic growth and scaling.

Progress Partners is a full-service investment bank providing M&A and capital raise advisory expertise for emerging technology companies. The EIR program includes 50+ executives and industry leaders ready to lend strategic and operational expertise.

Working with start-up and growth stage technology companies across multiple markets (including connected health, loyalty, and travel) to drive strategic clarity and operational effectiveness. Areas of focus include strategic planning, new market prioritization, GTM strategy, M&A strategy and business diligence, executive team development, and building measurable operational plans (including OKRs).

CoachCare powers clinics with a virtual health and remote patient monitoring platform that reflects your unique workflow and protocol. Remote patient monitoring insurance features drive significant additional revenue while lowering the overall cost of care.

Learning Courage helps school leaders reduce and effectively address sexual misconduct in their schools.

President & COO | 5/20 - 5/22COO | 2/17 - 5/20M&A Consultant | 9/16 - 2/17Partnered with Schooner Capital to help their portfolio company (MediaSilo) acquire its larger competitor (Wiredrive) to form Shift Media, the world’s largest SaaS platform for video-driven creative workflows, with more than 1,800 enterprise customers worldwide.Owned P&L, strategic planning and operating system. Sales, Marketing, Customer Success, HR/People Development, Operations/Project Management, and Finance leads reported directly to me. Led post-merger integration efforts, creating a growing and profitable company, and led sales process resulting in successful exit for all investors through sale to Marlin Equity Partners, a global investment firm with $6.7B+ under management.

Common Impact is a nonprofit organization that connects skilled professionals from global companies to high-potential local nonprofits. Board participation includes heavy involvement with the Board's Strategy Subcommittee and ongoing support the Common Impact's Executive Director.

Helped companies including 10% Happier and Lantos Technologies with strategic planning and operational and team scaling.

Led health care technology startup (spun out of another Schooner Capital portfolio company) with the mission of providing accurate and actionable physical activity data and analytics to inform clinical decision making, improve efficiency for payors, and optimize outcomes for patients. Modus focused on patient segments with slow or irregular gait, in which our StepWatch™ activity monitoring technology is uniquely accurate in measuring physical activity.

PlanetTran was the nation’s first livery car service with an all-hybrid fleet and a focus on technology-enabled, high-quality customer experience. Cue Ball Capital, PlanetTran's lead investor, brought me in to stabilize the business and lead the Board to decision on strategic path options. I developed and executed on our strategic plan, growing the client base and improving business performance, and then led the sale of company to Avalon Transportation LLC. I remained with PlanetTran post-sale to ensure a smooth transition, including full retention of key corporate client base.

Responsible for developing new strategic partnerships and alliances to drive growth, managing key distribution channel partners, and leading the product development and software teams as we focus on taking Zeo's product to the next level.· Sold into Best Buy and Apple Europe retail relationships; managed and grew both accounts. · Opened new insurance and wellness sales channels (Aetna, United Health/Optum)· Assumed responsibility for all aspects of product development and consumer experience, taking over leadership of product team (October ‘11) and software team (March ‘12).· Delivered major process improvements, resulting in enhanced and new products that earned 4+ star Amazon and iTunes ratings at launch.· Drove focus and efficient use of limited resources, helping to significantly reduce burn rate while simultaneously enhancing organizational effectiveness, internal communications, and culture.

Strategic business consultant focused on helping start-up and early stage companies build enterprise value and scale successfully. Ongoing clients included Inflexxion, Inc., which develops behavioral change programs that reduce health-related risks, improve clinical outcomes and positively influence quality of care and improve public health, and Common Impact, a nonprofit organization that connects skilled professionals from global companies to high-potential local nonprofits.

Senior leadership team member from early VC-funded stage through 2007 sale to Sodexo, subsequent integration with Sodexo and ongoing business expansion.· Co-led sale process that resulted in a successful exit (4x capital raised). · Intimately involved in all facets of the business, including people development, sales, marketing, product development, partnerships, operations, and client growth.· Partnered with Circles’ President to define and execute relationship and growth strategy with Circles’ largest client, including negotiating key structural and business terms that enhanced Circles’ enterprise value upon exit.· Developed Circles’ most successful channel sales partnership, leading to highly profitable year-over-year revenue growth in Circles’ employee loyalty business.· Key player in internal development of Spire, a community-based business concept developed in 2005-6; spun out and VC funded simultaneously with acquisition of Circles at pre-money valuation over $10M.· Led international M&A efforts in Europe, the Middle East, and Asia-Pacific following acquisition of Circles by Sodexo.· Managed strategy, partnerships, corporate development, corporate communications, and legal functions.

VP & GC at a publicly held, $325 million consumer products company in turnaround situation. Played key role in divesting non-synergistic businesses, business unit restructurings, new acquistions, and ultimate sale to Corning Consumer Products (now World Kitchen).· Played key role in sale of EKCO to Corning Consumer Products for a 56% premium over pre-announcement stock price. Made significant contribution in managing sale process, developing and implementing negotiation strategy, counseling the Board, and closing the transaction.· Pre-sale responsibilities/accomplishments included: o Negotiating acquisition of a business that added over $20 million in profitable sales. o Consummation of JV that added $10 million of revenues to key product line. o Divestiture of a non-synergistic business.

Corporate associate focused on equity transaction and M&A for public and private companies.