John Mortenson Email and Phone Number
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John Mortenson personal email
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I am a CPA and an AI marketing expert with over 40 years of C-suite experience in technology-enabled business services. As the CFO and Co-Founder of Lifewise Digital, I oversee the financial, operational, and strategic aspects of our innovative AI-guided marketing solution that empowers small and medium-sized businesses to manage their own digital marketing programs using the same tools as giant tech companies and advertising agencies.Throughout my career, I have led and executed multiple successful mergers, acquisitions, and divestitures across various industries, such as marketing services, SaaS platforms, and healthcare. I have also held diverse leadership roles, including CFO, COO, CEO, and VP of Sales, and developed new products and services that generated millions of dollars in revenue and margin growth. I am passionate about creating value, solving problems, and delivering results for my clients, partners, and stakeholders.
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Founder, Managing Member Straiteis Consulting LlcStraiteis_Consulting LlcMorristown, Nj, Us -
Chief Financial Officer Ad Co-FounderLifewise Digital, Jan 2023 - Presentdavie.ai® by LifeWise Digital, is a first-of-its kind AI-guided marketing solution enabling Small and Medium Sized businesses (SMBs) to manage their own digital marketing programs using the same tools available to giant tech companies, advertising agencies, and large competitors. davie.ai® technology is a single platform that uses AI to create ads, perfect messaging, build and manage campaigns, purchase media programmatically via hundreds of exchanges and outlets, apply analytics to marketing strategies, and connect merchants. With davie.ai anyone can reach any digital Ad space, from cell phones, tablets, PCs to digital billboards, kiosks and even streaming TV.SMBs, on their own, are not ready to present ads to the best customers (like those online right now), with the best ads (like videos), on the best media outlets (like Connected TVs or mobile phones)• Facebook and other social media are closed systems, referred to as “Walled Gardens” only providing access to their own users• SMBs do not have experience and competence in digital marketing and may not be aware of new media outlets and consumer preferences• SMBs cannot afford agencies fees to build comprehensive advertising programs, and produce expensive ads, but still need to market their business• SMBs need to effectively convert ad impressions to sales, our intelligent engagement platform facilitates customer acquisitionEffectively davie.ai is an easy-to-use, affordable, AI-guided, self-service software platform that creates a competitive advantage for SMBs by providing the enabling technology to grow their business byadvertising like their largest competitors – without an advertising agency
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Chief Operating OfficerRoxiticus Ventures,Llc Jan 2017 - Present
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Chief Financial OfficerTrismart Solar Jan 2021 - Jan 2023A client of Canterbury Capital I spearheading overhaul of the corporate finance system, creating the HR andIT deparment, dvelopng a continuous process improvemnt plan whle flowcharting all curent proceses fro improving protocols, reporting, and internal controls. Improved revenue recogniton policy and operational KPI reporting
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Managing DirectorPaymetoconnect, Inc. - A Roxiticus Ventures Platform Company Feb 2018 - Jul 2020Programmatic Marketing plaform. All of our digital platforms have in common Dynamic Personalization – where users train and machines learn over time, Purposeful Value – our commitment to conscious capitalism and back giving is at the core of our business, Localized Insight – We know your community and our system learns with every user actionDelightful Prediction – It knows you because you teach itRespect for Each Person – We don’t sell our user's personal information, we allow users to curate the systems and manage the way their information is used
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Interim Chief Financial & Operating OfficerCarpevita Health A Roxiticus Ventures Platform Company Sep 2015 - Dec 2016CarpeVITA (CV) provides managed healthcare services that help hospitals and healthcare providers extend their presence in the Healthcare continuum. CV is positioned to take the lead in patient-centric post-discharge care.Business was sold in 2016
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Interim Chief Operating Officer (Coo)Accounting Management Solutions Is Now Cliftonlarsonallen Llp 2012 - Dec 2013Waltham, Ma, UsConsulting Engagement. Spearheaded overhaul of corporate finance system, improving protocols, reporting, and internal controls. Improved revenue and operations by restructuring long-term debt; outsourcing audit and tax services; streamlining reporting and establishing new HR review system, rectifying unequal pay.Engagment ended December 2013 -
President | CeoMedrium,Inc. 2006 - 2012Morristown, New Jersey, UsMedrium serves hospital-based physician specialists and medical practices by providing web-based EMR and billing solutions that optimize and expedite reimbursement. I Bifurcated the company into a SaaS platform company and a BPO service company and sold in two separate transactions through Allen & Co. -
Executive Vp | CooVestcom International, Inc. 1998 - 2006Little Rock, Ar, UsWas EVP & COO responsible for integrating 17 acquisitions with a combined 30 operating plants in the US and Canada into two operating divisions and seven regional operating plants. Was responsible for all aspects of the sale of the Marketing Communications Division in 2006 yo a public company.
John Mortenson Skills
John Mortenson Education Details
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Northeastern UniversityAccounting -
Northeastern UniversityAccounting
Frequently Asked Questions about John Mortenson
What company does John Mortenson work for?
John Mortenson works for Straiteis_consulting Llc
What is John Mortenson's role at the current company?
John Mortenson's current role is Founder, Managing Member Straiteis Consulting LLC.
What is John Mortenson's email address?
John Mortenson's email address is jo****@****ail.com
What is John Mortenson's direct phone number?
John Mortenson's direct phone number is +197372*****
What schools did John Mortenson attend?
John Mortenson attended Northeastern University, Northeastern University.
What are some of John Mortenson's interests?
John Mortenson has interest in Poverty Alleviation.
What skills is John Mortenson known for?
John Mortenson has skills like Strategic Planning, Leadership, Mergers And Acquisitions, Strategy, Budgets, Management, Operations Management, Sales, Start Ups, Business Development, Process Improvement, Business Strategy.
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