Work with a variety of portfolio companies (Canary, Atheer, Vave Health, Monica and Andy) depending on their operational needs. Currently assisting Monica and Andy with their performance marketing, analytic and technology initiatives.

Wealthminder helps financial advisors grow their businesses through a vertical marketplace connecting consumers and advisors as well as cutting edge tools enabling the parties to work together more effectively. Wealthminder was acquired in February, 2017 by AdvisorEngine, Inc..• Funding – Successfully raised almost $2M in seed capital for the firm.• Product Delivery and Innovation – Built next generation technology enabling financial advisors and their clients to collaborate and communicate more effectively by simplifying the financial planning, advice delivery and monitoring processes. Software recognized for its innovation by several industry publications, including being a finalist for Wealth Management's innovation award. • Online Acquisition and Marketing – Created a vertical marketplace for connecting financial advisors with prospective clients. Site had over 150,000 monthly visitors, 4,000 active advisors and made hundreds of connections each month.• Revenue Generation / Corporate Growth – Grew team to 15 and acquired 200 paying customers by the time of the acquisition. • Successful Exit – End result was an acquisition by AdvisorEngine, Inc. in February, 2017. AdvisorEngine now leads their sales process with the financial planning and client portal tools originally developed by Wealthminder.

Brought in by the company’s founders and board to run the business with the goal of dramatically accelerating revenue growth.• Revenue Generation – Took a company that was doing about $7M with 25-30% annual growth and within 6 months had taken the core growth rate to ~70% year over year. Successfully introduced a Facebook fan page creation product that within a year was a $3M run rate product and one of the 10 most viewed apps on Facebook. • Online Acquisition and Marketing – Increased sign-ups from 17K to 20K per day through SEM, SEO and e-mail marketing techniques. Improved retention/upgrade metrics by over 50% through promotions, e-mail reachback, credit card dunning and other online marketing techniques. • Operational Excellence – Introduced an agile development process to the engineering organization, dramatically improving productivity and throughput. Moved the entire company to a key metric and data driven analytic approach enabling us to focus our energies on the initiatives that would have the greatest impact. • Executive Leadership – Served as mentor for the company’s three founders as well as the rest of my executive team. • Successful Exit – End result was that within 6 months the company went from being worth ~$30M to having multiple large organizations prepared to make 9 figure offers. Company was sold in December to Vistaprint for $117.8M.

Effectively operated as the company's COO. In addition to product strategy and delivery, was also responsible for marketing, corporate analytics, off-shore operations, and in collaboration with the CEO, overall business strategy. • Revenue Generation - Joined when the company was pre-revenue and helped grow a $20M run rate B2B business. With the economic downturn, helped the company pivot to an almost 100% B2C model with an almost equivalent run rate. Led the release of a new social recruiting product designed to reignite the company's B2B business and accelerate growth.• Online Acquisition - Grew traffic from ~50K visitors per month to several million per month. Took registrations from 7K per month to 150K per month. Reduced cost per completed registration from $25 to $3. • Product Delivery and Innovation - Built Jobfox from a simple job listing and matching site to a company with multiple B2B and B2C product offerings, including a monthly subscription product with almost 100% margins and a $10M, high margin resume writing business. Defined the strategy for allowing Jobfox to white label their resume writing service to other sites, such as Dice and Beyond.com, which has the potential to double revenue in the next 12 months. Built from the ground up the first platform for enabling corporations and job seekers to effectively network with one another. Have multiple patents pending for these efforts.• Operational Excellence - As chief analytics officer, I was responsible for monitoring all of the company's key metrics, determining when there were problems, and performing a root cause analysis. Also ran an off-shore organization of over 60 people responsible for posting the hundreds of thousands of jobs on jobfox.com. • Executive Leadership – In addition to serving as the CEO's right-hand man, stepped in to help run the company for a 6 month period when he was unavailable as the result of a serious car accident.

Responsible for all elements of product delivery including development, user experience, quality assurance, documentation, release, and performance for a $60M suite of products• Global Expansion - Successfully established a second India operational center in Pune enabling us to increase our development capacity by 50%. Team now includes over 150 personnel worldwide with operational capacity for over 200.• Product Delivery - Built Saba from a one product company to a multi-product one enabling the company to grow revenue 40%+ in FY2005. Saba’s suite of offerings now includes Learning Management, Performance Management, Content Management, Collaboration, Analytics, and Talent Management. These J2EE, web-based offerings are available in 20 languages, on 3 database platforms, and across 3 application servers. Delivered 2 major releases on time. Over 40 customers are already on the current version. On budget every quarter. • Customer Advocacy & Success – Established successful customer SWAT effort out of R&D. Achieved ten successful global accounts in the first six months. Enabled the organizational transformation internally to the new product suite.• Saba acquisitions of Thinq and Centra – Responsible for technical due diligence. Managed the integration of the Thinq technical team. Retained all key senior personnel.• Executive Leadership – Member of 10 person executive council responsible for the operational success of the company.

Responsible for delivery of Saba’s next generation Human Capital Management architecture• Business Leadership – Took a foundering delivery effort and within one year delivered the first production version of our next generation architecture. Product is now responsible for all new sales globally.• Technology and Product Leadership – Platform recognized by major analysts, including Gartner and Meta, as the leader in its segment. The current architecture is based on industry leading technologies including J2EE, SOA, and open source tools.• Product Delivery – Shipped two major releases on top of the architecture.• Product Portfolio Strategy – Spearheaded the effort to define the product roadmap to transition the company from the leading LMS vendor to a leading strategic HCM vendor.

Responsible for creating an ASP offering and business for the Saba Learning product line • Product Innovation - Created the Saba Learning ASP product line, which generated more than 22% of all Saba license revenue in FY01. This was the company’s first solely web-based offering.• On-Time Product Delivery – Delivered 11 major releases of the product on time and on budget over two years. Upgraded 100% of the customers overnight with each release. • Scalable Solutions – Delivered a multi-tenant solution that had several hundred tenants in a single database instance, including ones doing over 50,000 transactions per week.• Going IPO – Key team member as Saba went from a private entity to a Goldman Sachs led IPO• Rapid Growth – Key team member as Saba grew from 200 to 600 in a span of six months. My personal team more than doubled in size during this period.

Responsible for the design and delivery of the industry’s first enterprise class learning management system, Saba Learning Enterprise• Technology and Business Leadership - Architected, designed, coded, and managed Saba’s original product line, Saba Learning Enterprise, which was responsible for over $50 million in revenue for FY01 and was the primary revenue driver for the company.• Mergers & Acquisitions – Evaluated over ten different acquisition targets, ultimately deciding none were fits.• Sales Support & Involvement – Acted as the “go to” technical resource for all significant sales opportunities. Played significant role in closing key initial customer accounts. • Breadth of Experience and Versatility - Early stage responsibilities included product consulting, customer support, product management, and assistance in securing venture funding (received funding from Crosslink Capital and Sequoia).• Global Operations – Established one of the first true in-house development centers in India, starting core development in 1997 and enabling Saba to support an R&D effort 5 to 10 times the size we could have otherwise afforded.

Responsible for the definition, creation, maintenance, and support of all company information systems • Product Architecture and Scalable Solutions - Architected, designed, and built a complete custom software system running an international retail operation. The software supported point of sale, corporate financials, decision support, international manufacturing, and international delivery. Implemented a ground breaking bi-directional database replication model in Microsoft SQL*Server as a key technology component of the solution.• Global Deployment - Responsible for the rollout of the first five retail locations as well as deployments in ten European factories.• Early Stage Growth - Key contributor in growing The Custom Foot from a ten-person startup to a fully functional corporation with over 50 employees. Built and managed a team of 4 engineers.• Training & Coaching - Trained employees worldwide in system utilization.• Vendor Relationships - Served as the primary interface for the company’s external software vendors. Primarily responsible for managing the relationship with Trilogy Software to obtain necessary enhancements to their configuration software for the retail market

Responsible for project management and technical implementation at strategic accounts• Mentoring - Managed team of 4 consultants and provided primary customer interface on joint projects with Trilogy Software.• User Experience - Responsible for user interface design and implementation as part of a multi-million dollar engagement with Hewlett-Packard’s Test and Measurement division• Pre-Sales - Served as primary Sales Engineer (Product Consultant) on strategic sales opportunities.• Demo Creation - Created proof concept implementations for important prospects.• Product Architecture - Architected, designed, and implemented the initial project at The Custom Foot. This project was key to opening opportunities in the retail space for Metropolis’ partner Trilogy.

Responsible for the design and implementation of the administrative user interface for Oracle Office• Product Development & User Experience - Created front-end software for Oracle Office Administrator, the system administration tools of Oracle’s groupware product. The user interface of this product was awarded “Best-In-Class” by Network Computing Magazine, winning over established players such as Lotus Notes, Novell’s GroupWise and cc:Mail.• Release Engineering - Managed several development release cycles. Work included determination of specifications, management of implementation, testing, and delivery.• Product Innovation - Member of team responsible for delivery of the first “universal inbox”: voice mail, fax, video, and e-mail accessible through one user interface.