Raintree is the system or record and system of choice for the most successful Therapy companies in the US. We strive to continuously deliver the most powerful software-as-a-service platform and the most client-centric software-as-a-relationship in our industry.

Enjoyed the privilege of leading Santa Monica YPO Chapter for 2023/2024 year.

Acquired by Uberall. This was a turnaround business that we significantly transformed on every dimension before selling the business in a transaction that was highly positive for all stakeholders two years later.

Velocify, was acquired by Ellie Mae in October 2017. I led product strategy at the acquirer. My primary focus was driving the aspects of Ellie Mae's portfolio that either touch consumers directly or that empower Ellie Mae's customers' sales people to provide a delightful consumer buying experience.

Acquired by ELLI. As the CEO and President of Velocify I fostered a highly results and metrics driven approach and with my team achieved the following:- Took the company from <$10M to >$50M in revenue and from 50 employees to 260 employees.- Raised series B of $15M.- Got the company substantially profitable with <$20M of institutionally invested capital during Velocify's lifetime as a private company.- Built an extraordinary management team and company culture, winning many "Best Place to Work" awards including Glassdoor's Top 50 Places to Work in the US.- Instilled a culture of innovation and entrepreneurship bringing multiple new products to market such as Pulse - a B2B sales acceleration platform for Salesforce.com customers.- Created one of the best-performing sales and marketing organizations in the SaaS industry.- Sold the company to a publicly-listed company in October 2017 achieving a remarkable outcome for all stakeholders.

- Following very significant revenue acceleration (no growth to 60%+ YoY top-line growth) in my capacity as Head of Sales; marketing and product strategy were added to my portfolio and I was promoted to CRO.- Rapidly brought telephony platform to market through adoption of Twilio- The telephony platform, Dial-IQ was a company-changing product release - 30% customer penetration in 3 months with a 45% avg increase in customer ARPU.

- Joined as SVP of Strategy and Business Development with a primary focus on expanding the customer base outside of ailing mortgage industry and turning around business performance generally. - Successful market expansion and contributions in various areas led to leadership of the sales organization being assigned to me after 8 months.- Turned around organizational sales performance dramatically through a focus on sales culture, accountability and rigorous metrics.

After turning a summer placement in LA into a full time job at Bain I was surprised at a) how interesting strategy consulting is b) what an incredible firm Bain is and c) that I was differentially well equipped to help my clients achieve break out results. I worked on lots of cases most of which were in tech, media and private equity. It was hard to leave but I realized that the reason I was put on the planet was to lead technology companies.

A short but frenetic time when I got to sit on the other side of the table as a VC. We invested small amounts in lots of companies. It led to the opportunity to look at a vast number of companies and even invest in a few during my short tenure prior to going to bschool.

This was an opportunity to found a technology company, run it, travel the world and transform one of the world’s most archaic industries - the tea trade. In the process we built a business with operations on 3 continents, created a real-time Internet-based trading floor, a SaaS logistics platform and transacted more revenue than most other Internet businesses at the time.

I purposefully hard transitioned to a much more technology-focussed career, at first working on Oracle Financial implementations and electronically integrated supply chains and ultimately finding my way to the Internet strategy group. I became a founding member of the e-procurement center of excellence and got to do a combination of sales, board room strategy and research.

Everyone’s dream job post college in the days when big advertising agencies still operated like Madmen.I learned from the best in the business the greatest skill a leader can have, how to sell ideas and inspire skeptics. And I had a blast doing it. So much so I was promoted to a managerial position in record speed and found myself working on The Ford Motor Company and Kodak global accounts.