• Independent consulting and fractional CFO work with emerging and growth companies.• Guided executive team through first structured planning process at a $1B food brand, establishing departmental KPIs and budgets.• Co-developed a GTM strategy and forecast (by product, channel, customer) for a doctor led personal care company. • Ongoing finance and M&A advisory work with a leading beauty formulation company and incubated brand.

Operated 4 owned businesses as the fractional CFO/COO: a sports agency, a marketing agency / consumer incubator, UN/DN (nail polish brand) and a real estate tech platform. • Developed and executed the consumer incubation strategy; launched the first incubated brand UN/DN, built an outsourced team, raised growth equity and generated significant revenues in year 1 with 40%+ contribution margin. • Led strategic finance initiatives that resulted in 100%+ revenue growth in two years for the sports agency and real estate tech platform.• Managed family office's cash flow and budget.

Served as the CFO and COO at influencer oriented consumer brand incubator that built Art of Sport (AOS; personal care products) and Seventh Spark (SS; streaming service for religious content), both backed by Lightspeed Venture Partners. • Launched all three companies and executed key hires, including Sales VP for AOS and VP of Product for SS.• Closed series B for AOS upon achieving $10M+ revenues by year 2.• Led COVID-19 financial planning and cost reduction for all companies, in particular NWC by 30% and opex by 25% for AOS while growing online revenues by 30% and launching in Target nationwide ($6M+ revenues in the first year).• Implemented KPIs and enhanced analytics that led to a SKU rationalization of 50+ product variations and a strategic shift from artofsport.com to Amazon that resulted in 30% revenue growth and 3% EBITDA margin gain.• Restructured to bi-coastal supply chain network, improving OTIF (98%), shipping times (5 to 3 days) and margin (2% blended) via new copacker and 3PL relationships and Netsuite ERP implementation.

U.S. division of the largest health food manufacturer in South Korea. Worldwide sales of $2+ billion for products ranging from tofu, baby food, ready meals to cold press juice.Executed growth initiatives including JV, new category launch, facility relocation, and business unit restructuring. Conducted annual and mid-term planning, competitive benchmarking, industry and company analyses to drive business decisions.• Co-led Nasoya acquisition (largest U.S. tofu brand) and PMI, partnering with business units and advisors to deliver $7M profit synergies primarily via bi-coastal manufacturing, exiting unprofitable products and optimizing trade spend.• Structured a $20M JV with a large food company across product, supply chain and finance verticals.• Worked with executive team and Board to restructure Monterey Gourmet Foods via a copack strategy, saving $10M+ in annual opex.• Project managed a significant ERP migration from Microsoft NAV to Oracle.

• Developed investment and incubation strategy for the licensing agency, including sourcing and strategic planning for the Mommy & Me brand.• Advised Eastman Kodak and developed a new strategy whereby Kodak shuttered its digital imaging division and licensed the brand to its Asian supplier, savings $300M+ in annual operating costs.• Co-created a growth plan to acquire No Fear (apparel brand) out of bankruptcy and to increase revenues to $20M.

• Executed both public and private, buy and sell-side M&A and capital raises mainly in consumer, tech, and business services. Worked closely with CEOs and CFOs to develop strategies, financial projections and valuation analyses.• Advised Pulmuone alongside BCG by assessing the BFY food market and growth dynamics in the U.S. and managed end-to-end execution of its beachhead acquisition of Monterey Gourmet Foods (ticker PSTA).• Facilitated IrisGuard’s (biometric tech) hyper growth trajectory by raising from U.S. Private Equity, identifying and onboarding strategic advisors and providing financial analyses that enhanced EBITDA margin by 5%.• Executed a $210M equity public offering and a Fairness Opinion to the Board to strengthen Hanmi Financial’s position as a large regional bank during the financial crisis. • Achieved 2 promotions in 4 years; hired, mentored and trained analysts and associates, including after-hours financial modeling coaching, formal processes and templates creation, and career development guidance.

• Actively contributed to 12 M&A and equity/debt financing transactions and led the expansion into Restaurant and Apparel by researching and synthesizing industry data into growth and M&A perspectives.• Often served as the go-to analyst for complicated analyses using DCF, LBO, accretion/dilution, and merger models to help inform key client strategic options and decisions.

• Served as assistant trader to monitor trading positions for Municipal, Government Agency, Corporate, and Mortgaged-Backed securities. Analyzed yields, option characteristics, and structure of these securities.