Member of the board, providing advisory and guidance to AI technology services provider focused on applied logistics and modeling solutions.

Managing Director, lower mid-market PE focal verticals:- Telecommunications- Energy, Electric Utilities- Financial Services, FinTech- Technology ServicesLed firm to 226% top-line average growth (24 month), senior minority interest in FractionalTalent.io, eclipsing $1M in revenue growth, non-voting interest in 3 portcos. Serve as primary bridge between capital owners and portfolio company leadership. Infusing portcos with AI, nearshoring capability, and EBITDA recovery as valuation multipliers.

Accountable for financial and business performance of telecommunications/utility segment's North American operations. In just under 40 months, achieved: Business turnaround - Successfully led a declining telecommunications software business to acquisition by Battery Ventures, achieving profitability in 2020.- Achieved top-line and EBITDA growth in 2021.- Turned around EBITDA performance from -6.7% in 2019 to portfolio-leading EBITDA.- Led the North America geography in subscription sales and growth amongst all portcos.- Retained over 100% of revenue (on a dollar basis).New product development and go-to-market excellence:- Led new market entry on 2 continents (South America, Africa) - Developed and launched the product “Pinpoint811,” achieving 22% uptake from current telco customer base in 14 months.Cultural and Technical Leadership- Fostered innovation by transforming corporate and product development culture.- Transformed product architecture from monolithic to SaaS offerings to support a shift from maintenance to subscription revenue.

Lead the 5 product management organizations accountable for 245 developers and engineers, 13 product lines. Direct roadmap and development execution for product lines and $250mm in ARR. Org consists of: Product Strategy and M&A, User Experience, LMS platform, eComm, and Analytic platforms. Market verticals covered include Acute Healthcare, Behavioral Health, Post Acute Health. Solutions touch 25% of US Healthcare market. Report to CEO, member of ELT. A former Vista Equity Partners company, Relias has 850 employees and is backed by the $20b, 125,000 employee Bertelsmann group.Mergers and Acquisitions experience- Led M&A due diligence on 8 acquisitions, and integration on 3, totaling over $500m- Led full lifecycle acquisition of OnCourse Learning, consolidating 17 SaaS learning brands into B2B and B2C platforms. Scaled B2C platform revenue 8x, and B2B business 38%. - Led full lifecycle acquisition of WhiteCloud Analytics, a market entry acquisition. - Led acquisition integration of Advanced Practice Strategies (APS), a 100+ employee SaaS personalized learning assessment company focused on the US healthcare market. Product strategy, development, and launch experience- Led market analysis, product development, and product launch for personalized learning product line with Chief Medical Officer.- Launched Magento platform consolidating 15 B2C product lines into 8, for $33mm B2C segment- Implemented stage-gate process to prioritize enterprise initiatives and streamline workflow - Executed streamlining effort that trimmed workforce and eliminated middle management positions - Product pricing: Revised Relias acute product pricing to become more competitive, optimize revenue in new market segment - Major release management: integrated an LMS platform with multiple product lines acquired through 3 strategic acquisitions.

A leading contributor in 2016 White House roundtable: "Rural Means Business - TechHire and technology sourcing". Hosted by Secretary of Labor Tom Perez and Secretary of Agriculture Tom Vilsack, the forum was focused on how to accelerate technology partnerships between the public and private sector to foster U.S. economic growth. My guidance and work with the councils led to a USDA grant and the establishment of the South Central Appalachia TechHire community on June 27, 2016. For the next year, I advised the council on fostering job growth in the tech sector, and in rural communities through the TechHire program, now led by Opportunity@Work

Responsible for M&A deal evaluation and due diligence, integration planning, integration execution and KSFs. Key member, operational excellence team. Tasked with creating economies of scale for a firm growing from $1b - $3b, and then $3-5b to prepare for strategic acquisition by IBM.Key accomplishments include:- One of 5 members of Red Hat's operational excellence team, transforming organization across Sales Operations, Accounting, Finance, Facilities, and IT reporting into the CFO and Executive Vice President of Operations. Chartered with driving initiatives to enable Red Hat to scale to a $5B company.- Built Red Hat's first domestic talent sourcing program to lower costs of delivery while maintaining brand quality. Scaled program from $500K - $4.1M over 30 months. - Successfully outsourced all of firm's contingent labor management to MSP over 24 months, representing $50-83M in annual spend - Successfully led due diligence and global integration activities for 6 strategic acquisitions totaling nearly $700m (eNovance, Inktank, Feedhenry, CohortFS, Ansible, 3Scale) - Benchmarking and supplier management programs generated $11m in cost savings

Led global team of 40+ Java developers, QA engineers, outsourced technology partners, BA’s, and software engineers who supported Red Hat’s flagship web property, the customer portal. Key accomplishments:- Developed and executed $4m dollar domestic sourcing strategy for outsourced QA and development, enhancing web portal quality while reducing baseline cost. Site quality resulted in Association of Support Professionals “Best Websites” award 4 consecutive years- Managed network of 8 technology providers on SOW and managed service agreements- Transitioned from quarterly releases to DevOps-driven continuous integration, improved global site performance and security by leveraging Akamai content delivery network My success in this role led to an opportunity to join Red Hat's M&A team as a senior manager, representing Engineering/Product and Information Technology.

Led the development of key IP for world's largest open source company. - Featured in CIO Magazinefor early AI/machine learning efforts to enhance the customer support experience by directly integrating product with support portal.- Led go-to-market efforts for Red Hat customer portal

Vice President - Helped firm scale as P&I fastest 100 growing asset managers. - Helped develop of one of the industry's first co-branded CDOs with Deutsche Bank and go-to-market- Led enterprise technology and data response to leading sovereign wealth funds during 2008 financial crisisAnalyst - Long/Short hedge L.Ps., feeder funds, portable alpha - Mortgage and credit fixed-income derivative investments; energy/utilities sector fixed-income analyst- External communications and compliance. Helped lead firm to "no-findings" report from SEC, awarded to only 2% of firms in 2007.