Waypoint Pathfinders is a technology advisory firm that helps Private Equity firms reduce risk and optimize their investments through technical due diligence that focuses on desired business objectives. Waypoint is the investor's CTO.

Leadership as a Service to help business owners align and optimize their strategy and resources so they can achieve their business objectives. Unlike hiring a full-time CTO/COO, you only pay for what you need. Technical due diligence advisor for private equity firms. Lecturer, leadership coach, and contributing author for CTO Academy.

Lecturer for the Digital MBA program, leadership coach, and contributing author. Helping technology leaders build their leadership capabilities, navigate challenges, and up-skill their teams so they can achieve their full potential.

As a member of the executive team, helped negotiate and execute the sale of the Hyphenus coParenter business and technology to a private equity firm, including sell-side technical due diligence.Hyphenus is an Online Dispute Resolution (ODR) and Remote Justice platform with on-demand mediation. Hyphenus is reducing costs, improving outcomes and expanding access - doing for judges and litigants what telehealth has done for doctors and patients.

• Directed the business, product development and operations of all payment processing solutions.• Created and coordinated the implementation of a succession plan for payment solutions.

• Handled technical due diligence for sale of Justice Systems to Ontario Systems. • Led software development, QA and IT teams with a combined size of 30, including offshore resources. • Guided the evolution and growth of a SaaS payment solution from a single merchant hosted on a single physical server to a Payment Facilitator (PayFac) model with hundreds of sub-merchant accounts hosted on AWS, and to a Point-to-Point Encryption (P2PE) payment terminal solution.• Directed the implementation of SaaS payment solutions, including support for online, POS card terminal and tokenized payments; and integration with several payment processors.• Coordinated 10 successful annual PCI DSS compliance audits as security officer.• Architected a centrally hosted, multi-tenant solution to support centralized management of statewide court systems to replace distributed on-premise deployments that were costly to maintain and manage.• Developed and implemented strategy for using technology to meet business objectives, including migration to a virtualized server environment and VoIP system, and deploying modern issue tracking, team collaboration and time tracking systems. • Enhanced product solutions through partnerships and OEM licensing of key technologies, and support for AWS and Azure with centralized multi-tenant statewide deployments.

• Prepared proposals in response to RFP’s (request for proposals).• Developed and managed business relationships, accounts and contracts.• Oversaw special projects, including the launch of an online payment processing system.

• Directed internal operations in the areas of finance, personnel, facilities, public programs, and marketing for a division with over 75 employees, an annual budget of over $4 million and 250,000 visitors per year.

• Provided IT consulting and project management services to small and midsize businesses.• Increased scalability of a messaging application by 2 orders of magnitude in less than 5 months through load testing analysis, narrowly focused code optimizations, a content delivery network (CDN), and vertical scaling of the Oracle database.• Assessed business and technical requirements and implemented solutions to achieve business objectives, including web sites, e-commerce, email, data backup, security, internet marketing and search engine optimization.

• Led software development, quality assurance, and documentation teams in 3 locations with over 30 direct reports. • Directed professional service software projects for clients and partners.• Championed, architected and managed the design and development of a single cross-platform code base for hosted and on-premise wireless services supporting over 40,000 customers. Substantially improved reliability and scalability, and reduced cost of ongoing maintenance and support.

• Led software development and quality assurance teams in 2 locations with 15 direct reports. • Implemented internal software development and quality assurance processes to raise product quality, productivity and team professionalism.

• Negotiated and executed sale of OutBack to GoAmerica Communications (a client).• Increased revenue by 32% and profits by 90% in first year as President and CEO by restructuring billing rates and introducing new time-tracking tools and processes.• Oversaw and directed internal operations in the areas of finance, legal, personnel, and facilities.• Secured revenue generating professional service contracts and licensing agreements.

• Led and managed software development projects for companies such as Intel, Motorola, Nortel Networks, Symantec, McAfee, NEC, Zenith Data Systems and GoAmerica.