Functional Skills
Investor Relations
Market Penetration
Organizational Strategy
Revenue Growth
Operational Efficiency
Leadership Development
Financial Management
Business Intelligence
IT Asset Management
Content Strategy
E-commerce Implementation
Operations Management
Venture Capital Investing
Sales and Operations Planning (S&OP)
Marketing Analytics
Sector Experience
Automotive
Business Services
Financial Services
Real Estate
Technology
Experience
Vehiko, Inc
Operations
CHIEF EXECUTIVE OFFICER | CHIEF OPERATING OFFICER | CO-FOUNDER
6/2021 - 12/2024
I founded the company, developed the initial software product, and, as CEO and majority shareholder, successfully sold it in 2024 through a primarily cash transaction.
ClickPay
Operations
CHIEF OPERATING OFFICER | CHIEF FINANCIAL OFFICER
1/2016 - 5/2018
• Directed an innovative startup's strategic vision and growth trajectory, navigating challenging market conditions to establish a disruptive business model in the automotive sales sector.
• Led fundraising efforts, securing capital to fuel product validation and market penetration, and building a high-performance leadership team.
• Oversaw operational scaling, ensuring product development, sales, and marketing alignment to drive measurable business outcomes.
• Led fundraising efforts, securing capital to fuel product validation and market penetration, and building a high-performance leadership team.
• Oversaw operational scaling, ensuring product development, sales, and marketing alignment to drive measurable business outcomes.
Full Circle Capital
Finance
CHIEF FINANCIAL & ADMINISTRATIVE OFFICER
1/2015 - 1/2016
• Unified financial reporting and control platforms post-merger, optimizing data accuracy and operational cohesion across entities.
• Designed and executed seamless integration processes for new ownership, improving business efficiency and strategic alignment.
• Provided decision-making support to the board and executive team, offering critical insights to ensure a smooth merger process with Great Elm Capital.
• Designed and executed seamless integration processes for new ownership, improving business efficiency and strategic alignment.
• Provided decision-making support to the board and executive team, offering critical insights to ensure a smooth merger process with Great Elm Capital.
TransAmerican Asset Servicing Group
Operations
CHIEF EXECUTIVE OFFICER | CHIEF FINANCIAL OFFICER
8/2012 - 9/2015
• Spearheaded comprehensive restructuring initiatives, streamlining operations and eliminating inefficiencies to restore profitability.
• Reinforced client relationships, re-establishing trust with major clients post-bankruptcy, ensuring the business retained a stable client base.
• Directed financial reorganization and operational realignment, positioning the company for acquisition by a larger entity.
• Reinforced client relationships, re-establishing trust with major clients post-bankruptcy, ensuring the business retained a stable client base.
• Directed financial reorganization and operational realignment, positioning the company for acquisition by a larger entity.
Full Circle Funding LP
Finance
CHIEF OPERATING OFFICER | CHIEF FINANCIAL OFFICER
1/2007 - 8/2011
• Developed and implemented best-in-class financial systems for asset management, driving operational excellence and ensuring regulatory compliance.
• Facilitated the company's virtual migration to cloud technologies, enhancing flexibility and scalability of financial and operational systems.
• Facilitated the company's virtual migration to cloud technologies, enhancing flexibility and scalability of financial and operational systems.