Directed partnership development, marketing, strategy, and innovation for a mortgage banking team ranked in the top 1% of mortgage bankers in the US.• Spearheaded partnership and channel growth, driving revenue stream expansion and fostering robust relationships.• Executed digital marketing strategies to increased lead generation and client engagement.• Integrated new technical systems, improving the organizational sales processes, and increasing customer acquisition.

Provided management consulting services to dramatically improve performance and growth for clients. Showcased diverse leadership abilities by driving the implementation of new strategies and solutions. Functional leadership spanning operations, strategy, project planning, data analytics, process improvement, acquisitions (M&A), finance, and business development.• Designed and delivered a comprehensive measurement framework for tracking program effectiveness and driving data-driven decision-making, helping grow company 127% in 24 months.• Shaped and drove project strategies, goal setting, and measurement for the company, identifying opportunities and gaps for focus.• Managed strategic projects, including go-to-market initiatives and data-driven launch plans, processes, and customer experiences (CX), helping expand the company’s product offering by 3 new product lines.• Led cross-functional teams in the execution of strategic initiatives, including quarterly planning, program management, and communication of business impact, providing insight to maximize customer engagement and acquisition.• Presented solid growth-focused plans aligning early performance results with operational and financial projections, playing a key role in securing $20M in financing.• Led M&A transactions to acquire companies in new verticals through effective collaboration with cross-functional teams including legal and finance to diversify income streams and increase revenues.

Nuvo Metal specializes in a novel metal 3D printing manufacturing technology used with the Laser Powder Bed Fusion (LPBF) process and metal additive manufacturing. Currently printing components for aerospace applications, the company is looking to expand into other industries.

Vhanti is a healthcare company that is revolutionizing skincare for everyone. The company is developing a cutting-edge, handheld hydro-facial solution for deep skin transformation that harnesses the power of water to cleanse, exfoliate, and rejuvenate all skin types.• Executive leader overseeing all operations and corporate finances, with functional leadership spanning strategic planning, product development, marketing, accounting, HR, business development, and other key areas.• Carefully analyze customer behaviors and conduct value-chain assessments to develop insight-driven product and business development strategies, creating exceptional customer experiences; Instrumental in creating and driving the successful go-to-market launches of the company’s three flagship product lines.• Work hand-in-hand with the Chief Marketing Officer (CMO) to evolve marketing strategies to maximize customer engagement and acquisition.• Adeptly negotiate far more favorable prices/terms with global suppliers and manufacturers to maximize bottom-line results for several clients, while ensuring each product met the highest standards.• Successfully gained access for the exciting startup in a competitive venture accelerator program, after developing a high-value business model demonstrating the company’s tremendous growth potential.• Continue to design comprehensive revenue models and budgets, providing key financial insights to influence operation planning.

Headed operations and strategy for a technology and data analytics consulting firm, developing artificial intelligence (AI/ML) solutions for clients spanning diverse industries from SaaS, healthcare, civil infrastructure, and fintech to ad tech, renewable energy, cloud computing, and robotics.• Partnered with a multicultural team of Subject Matter Expertise (SME), data scientist, and engineers, guiding prioritization and execution to ensure alignment with implementing Artificial Intelligence (AI) based technology solutions for clients.• Executed high-priority strategic initiatives through effective collaboration with cross-functional teams including product, sales, and marketing; played key role in securing a partnership with a billion-dollar healthcare organization within San Diego.• Improved organizational processes, introducing new technologies and process automation, that increased product trials by 7X and grew client engagement by 300%.• Served as an intermediary between leadership and supporting teams in financial planning and analysis (FP&A); developed capital project financial forecast models (e.g. DCF, scenario, and sensitivity analysis) for projects, helping raise over $14M in venture capital financing.• Regularly developed and delivered presentations to the board of directors of various companies, providing comprehensive updates on operational performance, business strategy, financial reports, and forecasts.

• Collaborated with a team of subject matter experts, physicists, data scientist, and engineers to build, launch, and operate a multimillion-dollar automated quantitative algorithmic hedge fund, making predictive investments within the financial markets. The fund’s automated trading platform was developed harnessing theories and mathematics used in quantum physics, dynamical systems, and artificial intelligence to make predictive investments within the financial markets.

• Partnered with a multicultural team of experts, data scientists, and engineers to implement Artificial Intelligence (AI) based technology solutions for clients spanning diverse industries from healthcare and fintech to renewable energy and cloud computing.• Worked with multiple cross-functional teams for project planning; played key role in securing a partnership with a billion-dollar healthcare organization within San Diego.• Supported CFOs in financial planning and analysis (FP&A), developing budgets and capital project financial forecast models (e.g. DCF, scenario, and sensitivity analysis) for project planning and management; investment decisions; and to raise over $14 million in venture capital financing.• Collaborated closely with the accounting team to track and review day-to-day company expenses to closely monitor capital spending and reduce company costs.• Worked as the Chief of Staff to several Managing Partners and Chief Executive Officers to build out and drive all operational aspects of the venture capital studio and several tech startups from inception.• Managed internal and external documentation, leveraging cloud-based technologies to ensure consistency, accuracy, and accessibility for improved efficiencies.• Collaborated with engineering to establish Atlassian’s Jira for ticketing and employee information management.• Supported several organizations across various functions including project management, human resources, hiring, benefits, legal, budgeting, accounting, finance, investor relations, and strategic planning.

• Performed business analysis on new venture concepts to determine viability and go/no-go decision to start and fund the company.• Regularly delivered business analysis findings and strategy plans to managing partners, subject matter experts, co-founders, investors, and other stakeholders, providing a detailed overview and resulting in founding and funding of new ventures.• Conducted comprehensive strategy planning, encompassing customer needs and value chain analysis, validation of problem-solution fit hypothesis, solutions testing, business model development and testing, market sizing, competitive analysis and strategy, risk assessment, financial planning, exit strategy, and returns analysis that resulted in a deep understanding of the customer experience and leading to the development of a disruptive product and service offering.

Analytics Ventures is a private equity firm designed to start and operate a portfolio of technology companies. The firm houses an R&D laboratory for technology development that brought together individuals across neuroscience, physics, mathematics, and machine learning with the focus of driving innovation. • Acted as the guiding force behind all operation and strategy for a private equity firm and R&D laboratory and with the focus of incubating, launching, and driving the growth of an evolving portfolio of technology companies spanning diverse industries from SaaS, healthcare, and fintech to ad tech, energy, and cloud computing. • Headed operations and strategy for multiple tech companies spanning diverse industries and a seed-stage venture capital fund that was awarded “Venture Capital Firm of the Year” in Artificial Intelligence (AI) by the Global Annual Achievement Awards.• Worked as the Chief of Staff to the Managing Partners and several Chief Executive Officers to build out and drive all operational aspects of the venture capital studio and several technology startups from inception with minimal staff, limited resources, and a shoestring budget.• Led cross-functional teams for strategy planning and financial modeling efforts, securing a venture partnership with a billion-dollar healthcare organization.• Collaborated with subject matter experts, data scientists, and software engineers to establish and build multiple technology companies spanning diverse industry sectors such as healthcare, fintech, ad tech, energy, and cloud computing.• Team provided investor relations support that resulted in raising over $6M in capital.• Elevated from a student intern out of graduate school to a senior leader of the firm within a year.• Juggled numerous roles and multiple projects among rapidly shifting priorities for several different high-tech startup ventures.

Kazuhm is a next generation workload processing platform that gives companies worldwide the ability to maximize all of their existing compute resources from desktop to server to cloud.• Supported the organization across various functions including project management, human resources, hiring, benefits, legal, budgeting, accounting, finance, investor relations, and strategic planning.• Worked with the Chief Financial Officer (CFO) to conduct financial planning and analysis (FP&A), developing budgets and forecasts for operational planning and capital raising.• Collaborated closely with the accounting team to track and review day-to-day company expenses to closely monitor capital spending and reduce company costs.

University Growth Fund is a Venture Capital/Private Equity firm.• Conducted detailed strategic, market, and financial analysis on private companies to include Snapchat (SNAP), Lyft (LYFT), Coursera (COUR), Postmates (POSTM), and Quantenna (QTNA), leading to an in-depth evaluation of their suitability for equity investment.• Facilitated deal flow through networks with company founders.• Met directly with entrepreneurs and conducted the due diligence to drill down on a company’s investment attractiveness.• Played a key role in determining whether or not to invest in new ventures from the funds multi-million dollar pool.

Acquired of LPL Financial. Led business development, account management, consulting, project planning and execution for client engagements. Played a pivotal role in spearheading sales initiatives, driving revenue growth, and fostering robust client relationships.• Identified new business opportunities and delivered value-added solutions to meet clients' needs, helping acquire over $5M in assets for the company.

Continued to be promoted throughout tenure with the United States Marine Corps, culminating in becoming Assistant Operations Officer of the 20,000-member 3rd Marine Division in Okinawa, Japan.• Coordinated the operations for a 500-man chemical, biological, and nuclear contingency unit designed to assist the Japanese with the containment of radioactive materials released from the Fukushima reactor after the 9.0 earthquake and tsunami struck Japan.• Formulated multipart plan as the infantry expert for a 3000-man unit designed for the seizure of a small country as part of a joint training exercise in coordination with the Australian Army that resulted in receiving an achievement medal from the Commanding General.

• Guided a 25-person special operations unit through a four-month training package and subsequent deployment to conduct multi-country training events to teach foreign militaries and build international relations in Southeast Asia.• Planned and directed training missions under tight timelines and in a wide range of high-risk, complex, and dynamic environments to include conducting parachute operations, covertly collecting data on enemy positions, training 50 foreign military personnel in advanced weapons techniques, conducting commando raids with foreign forces, and executing complex raids on merchant ships to capture several high value targets that resulted in the certification of the 31st Marine Expeditionary Unit Special Operations Capable.• Evaluated by supervisor to be promoted with the top 25% of 5300 same ranked personnel in the Marine Corps.• Obtained a Department of Defense Top Secret security clearance.

• Fire Support Team Leader; Led team of liaisons from different fire support departments including rotary and fixed wing pilots, artillery forward observers, and mortar personnel to conduct close air support, artillery, and mortar fire in support of a 200-person infantry unit seizing an objective.• Selected by superior officer to develop and lead an underperforming 48-man unit through a deployment to Iraq that resulted in increased performance and 100% safe return of all personnel.• Led a 52-man, 16-vehicle security and logistics mission 400 miles throughout Iraq to safely deliver over 50 tractor-trailers containing supplies to various US military bases.• Executed two security missions in support of General Brown and the State Department’s Provincial Reconstruction Team for strategically important political engagements with Iraqi leadership that facilitated economic and infrastructure development within Baghdad and Mosul.

• Chief operating officer of a 200-person military unit with $5 million worth of property and equipment.• Oversaw the operations, logistics, intelligence, and administrative functions of the unit and organized the planning, supervision, and execution of the unit’s training to include two 5-day training sessions, four live-fire ranges, and a complex 10-day live-fire and demolitions exercise that resulted in 200 personnel safely trained in advanced combat techniques in preparation for a deployment to Iraq.

• Supervised 39-man unit to conduct over 500 missions, capture 5 high value targets, discover and dispose of 3 bombs, 15 weapons cashes, and a vehicle bomb making facility, resulting in significant quality of life improvements for the Iraqi people and the 100% safe return of all personnel.• Collaborated with a group of 50 Iraqi militia members, previously openly hostile to US forces, to secure and stabilize a significant rural urban area in Iraq.• Oversaw unit, 50 Iraqi security personnel, and a large urban area of Karmah in order to provide protection to the local population, rebuild 2 schools, construct 4 security checkpoints, and renovate numerous businesses during a deployment to Iraq that resulted in considerable economic and political development within the area.• Evaluated by supervisor as one of the top junior military officers of an 800-man unit.

• Completed Officer Candidate School (OCS), The Basic School (TBS), and Infantry Officer Course (IOC).

• Conducted analytical chemistry and microbiological gel techniques for quality assurance and control (QA/QC), resulting in clarifying production yields in preparation for product sales.

• Supervised seven employees and the entire operation of the store during a 12-hour night shift.• Responsible for physically handling and accounting for over $2000 of cash a night.

• Tutored general calculus and non-calculus based physics and chemistry to undergraduate college students.

• Resident advisor and teaching assistant for over 300 high school students at an all Native American high school summer program.

• Preformed column chromatography on the world’s supply of radioactive Erbium isotope that resulted in chemically separating and isolating the Erbium from a molecular dye complex.• Conducted research to grow Lithium Niobate crystals on sapphire substrates to be used in gamma ray lasers experiments.• Supported particle physics experiments at LANSCE (Los Alamos Neutron Science Center), an 800-MeV proton linear accelerator used for neutron production.