Oversee and manage company resources efficiently, ensuring that projects are optimally staffed. Ensure that project requirements and contractual obligations are met. Work with the leadership team to safeguard Rifeline's commitment to managing various constituent interests and expectations effectively. Provide leadership and direction in various aspects of the business - including operations, strategic planning, and team management - to drive the company toward its long-term goals.

We at Vino Veritas strongly believe that every person’s “truth” in wine is based in its taste, its enjoyment and the unique palate and experiences of the individual. Services for individuals and businesses include specialized wine education for corporate executives, sales professionals and early-career professionals, private hosted tastings, wine list development, and cellar review and assessment. • Extensive travel to wine-producing regions, including South Africa, Burgundy, Champagne, the Rhône Valley, Provence, the Alsace region of France, Tuscany, Austria, Argentina, the Barossa Valley in Australia, the Catalonia region in Spain, the Willamette Valley in Oregon, Mendocino, Napa, Sonoma.

Serve as functional Chief of Staff to General Manager, encompassing business unit strategy, innovation, and Go-To-Market. Lead development of strategic initiatives for business unit, including product strategy, innovation, organizational design, and management prioritization and alignment. Develop cross-functional KPIs and quantitative tracking models. Manage internal communications, P&L, financial models, revenue forecasting, contract escalations, and expense budgeting for Community LOB. Represent LOB in monthly operating reviews with FP&A and in quarterly business reviews with the Senior Leadership team; serve as liaison to central organization for post-acquisition integration matters. (Prior to acquisition by FiscalNote in June 2021) Functional Chief of Staff and Integrator for founding CEO. Directed and managed the Finance, Talent & other corporate operational functions, including financial planning, reporting, metrics, OKR development, insurance/risk and debt financing oversight, vendor contracting oversight, incentive compensation modeling and design, benefits administration, and headcount planning. Led due diligence in these aspects on the acquisition deal team.

Direct, organize, and streamline RVE's operations to support the Sales, Creative and Professional Services teams, to assess and mitigate operational risks, and to increase the company’s effectiveness and efficiency. Key accomplishments include:• Successfully negotiated Master Service Agreements (MSAs) with large corporate clients, resulting in significant revenue generation for current and future business opportunities• Streamlined and improved dozens of key operational processes across the organization, including visitor tracking & management, post-program budget reconciliation, client contract development, room/resource scheduling, expense review & approvals, program profitability analysis, selection of and transfer to new HSA provider.• Conducted comprehensive research into the business impact of the General Data Protection Regulation (GDPR) and implemented policies and procedures for systems, contracts and partner relationships to ensure alignment and reduce risk exposure • Led development of an entirely new competency-based performance review process

Direct and manage global operations for GLG's 35+ member Legal & Compliance team. • Establish processes, create & maintain documentation and foster effective communication to facilitate adoption of compliance standards throughout a globally dispersed organization• Develop, direct and execute comprehensive annual compliance education and certification program for 500+ research professionals in 20+ global offices• Liaise with Engineering team to improve technology-enabled systems and processes to support GLG’s legal functions and best-in-class compliance framework, including implementation of Salesforce.com case tracking for compliance questions and escalations• Coordinate with 8 in-house attorneys to establish new protocols and revise standards & expert agreements in response to evolving needs & business environment• Manage Knowledge Management function in Gurgaon, India• Provide review and final approval authority for all externally-published corporate metrics

Enforced firm-wide adherence to GLG's proprietary standards, rules and practices for facilitation of primary research on a global basis. • Created standalone compliance department, operationalized and standardized processes and created procedural documentation for worldwide use.• Grew department from 2 Austin-based team members to 13 globally-based professionals.• Served as escalation point for and managed a global team of compliance professionals (3 US-based, 7 India-based, 1 Hong Kong-based, 1 Dublin-based and 1 Beijing-based) to maintain responsive 24/6 global coverage for compliance-related concerns

Spearheaded major company expansion into Austin and served as senior-most operational leader for 2nd largest corporate office.• Directed increase in Austin office headcount from 22 to 109 in a 14-month period, including establishment of undergraduate internship program to provide flex capacity and build consistent candidate pipeline for entry-level roles in Austin• Consolidated events management and customer service functions into operationally specialized teams and standardized processes, reducing redundancy and creating efficiencies; managed and led resulting consolidated teams• Led effort to acquire over 19,000sf of Class A office space in downtown Austin, representing business interests in evaluation of space, lease negotiations, build-out, and move-in

Constructed and executed executive education plans to member institutions and presented research findings in working sessions with C-level IT executives and their leadership teams. Delivered presentations intended to teach executive clients the key findings and best practices found in research results. Described frontier market trends and introduced new (and often controversial) operational practices. Created interactive forums in which corporate leaders could debate research results and learn from each other.

Provided client-focused advisory services and technical assistance in several practice areas, including call center development and management, CRM strategy, professional services program development and nonprofit technology effectiveness.

Founded and directed 49-person team in P&L business unit with revenues of $12MM in 2002. Duties included strategic planning, budgeting, forecasting, market analysis, strategic marketing, and monthly operational analysis presentations to CEO/CFO.

Implemented business plan to consolidate multiple functional areas into P&L business unit with revenues of $7MM in 2000. Duties included strategic planning, budgeting, forecasting, and creation of processes and infrastructure to support professional services.

Managed staff of 150 support analysts, software instructors and managers in support and training organization with daily volume of 1200 calls and annual budget of $7MM. Duties included budgeting, forecasting, and analyzing metrics to evaluate customer satisfaction, determine appropriate staffing levels and prioritize resources.