Management consulting services for tech-enable insurance distribution. I help clients develop capabilities and operating models to succeed against their biggest market opportunities and operational challenges.

Founding leader of Vivint Insurance Agency. Built from zero to 16k+ policies, $28MM premium in force, with $1.2MM+/mo new business run rate•Inception to startup phase: oDesigned and executed market tests to prove Vivint’s ability to generate and convert insurance leads from existing touchpoints in Vivint’s customer journey oCollaborated with Vivint’s customer-facing teams to develop embedded insurance lead generation channels oNegotiated and secured 15 agency partnerships including Progressive, Travelers, Nationwide, and Safeco oLed organizational planning. Hired insurance-specific talent in sales, operations, and IT leadership. For non-insurance-specific needs, established key support function relationships: IT, legal/compliance, HR, etc•Scale and operational hardening phase: Business owner of customer, agent, and partner experience/ performance. Led team that drove design, implementation, and improvement of every tool and process across the agency in collaboration with key Vivint support functions oIntegrated core agency systems: -AMS/CRM with integrations into Vivint’s customer-facing technology, bringing visibility and key feedback mechanisms highly valued by sales agents and lead generation partners -CRM-integrated telephony with flexibility to optimize lead-to-sales handling and flow for each channel -Centralized data architecture with ability to analyze performance of insurance customer journey events from first contact, through sales, and long-term policy retention -Workforce Management solution bringing foundational scheduling and adherence capability, as well as insight into relationship between agent behavior and performance oReporting and performance management frameworks, establishing and holding accountability to service levels for insurance sales, lead generation, and service teams oCompliance and controls frameworks addressing key business risks that were new to Vivint

Led team using entrepreneurial methods to drive Vivint’s innovation by assessing and executing against opportunities in adjacent industries• Sample business model innovation initiatives: Insurance, Home Services, Aging in Place• Sample product innovation initiatives: Smart Lighting, Pool Safety, Video-Based Security Monitoring

Startup advisory focused on offering development and market testing of tech-driven solutions in highly regulated industriesHighlighted initiatives that reached advanced market-testing phase:• InScribe Labs: Technology-enabled medical scribe service. A platform to help physicians outsource non-revenue-producing of the growing burden of clinical documentation to highly capable, remote professional medical scribes• Pro-Driver.mx: Novel auto financing for rideshare drivers in Mexico. Underpinned by tech-enabled visibility into rideshare productivity and a garage network partnership for structured inspection/maintenance check-ins

www.crunchbase.com/organization/hector-beverages•Co-founded India’s most successful new beverage market entrant•The flagship brand, Paper Boat, is recognized as having ignited an ethnic beverages revolution in India, and reached 16% juice market share in Q2 2017 (Nielsen India)•Led finance, manufacturing, quality, product development, supply chain, regulatory compliance, and HR from inception to an India-wide footprint•Successfully established supply chain and manufacture of a new beverage packaging technology in India, realizing a key operational advantage: differentiated shelf appeal, yet cost-competitive at our much smaller scale•Secured funding from leading PE/VC investors including Sequoia Capital•Select Operational Highlights:---Initiated and led Demand-Driven Supply Chain transformation, aligning purchasing, manufacturing, and logistics to follow plans deriving from a system of structured sales forecasts. The resulting efficiency and flexibility allowed Hector to grow with its existing storage facilities to double the initially expected level ---Executed technology solution at front-line sales level which increased merchandising quality while cutting sales team expenses by 30% through elimination of two layers of supervisory roles and achieving of more than double the industry average sales management span of control---Led development/implementation of integrated ERP solution based on value-stream map, bringing visibility of inventory and productivity measures at each step, enabling conversion to lean cost accounting, and providing traceability from ingredient to end-customer

•Developed and executed training for top management at a major Mexico beverage distributor on how to create world-class shopper insight capability•Received full time offer to join Bain, but declined, to instead pursue own venture

•Led cross-functional team to develop and execute commercialization initiatives for new packaging technologies•Managed new commercialization strategy development for portfolio worth $2B in sales•Co-Authored Best Paper Award winner at TAPPI PLACE 2007, a major packaging industry conference

•Turned around under-performing segment; achieved 120% revenue growth over 3 years•Developed new customers sales; margins above average at every new account•Re-negotiated unfavorable historical agreement to improve margin while keeping sole supplier position