Functional Skills
Corporate Finance
Finance Transformation
Financial Management
Financial Modeling
IP Licensing
Operational Transformation
Operations Management
Strategic Planning
Business Analysis
Revenue Growth
Restructuring / Turnarounds
Retail Management
M&A Transaction Readiness
Marketing Operations
Software Skills
Salesforce
Storage Area Network (SAN)
Data visualization
ActiveCampaign
Brevo
Looker
Quickbooks Enterprise
PowerBI
Sector Experience
Business Services
Financial Services
Retail
Technology
Travel & Hospitality
Experience
Urbana
Operations
Chief Operating Officer
1/2016 - Present
Multi-unit cannabis retail brand and private label producer with 100+ employees
• Led $115M in retail revenue, positioning Urbana as a leading lifestyle brand.
• Improved profit margins by 11% via vendor management and strategic inventory controls.
• Led ERP and KPI integration to streamline multi-location, regulated supply chain processes.
• Reduced outside fees by $500K by internalizing compliance and tax ops.
• Structured and executed $15M in complex debt and equity raises.
• Led $115M in retail revenue, positioning Urbana as a leading lifestyle brand.
• Improved profit margins by 11% via vendor management and strategic inventory controls.
• Led ERP and KPI integration to streamline multi-location, regulated supply chain processes.
• Reduced outside fees by $500K by internalizing compliance and tax ops.
• Structured and executed $15M in complex debt and equity raises.
Reverb Partners
Management Consulting
Founder & Managing Partner
1/2014 - 1/2016
Strategy and capital advisory for early and growth-stage ventures.
• Facilitated $40M+ in capital (venture, debt, equity) for startup clients.
• Designed growth and M&A plans for 100+ clients, many in pre-exit or pivot stages.
• Closed 50+ licensing and JV deals worth over $120M in aggregate value.
• Accelerated time-to-market via operations optimization and strategic partnerships.
• Functioned as interim CXO for clients preparing for PE/VC investment.
• Facilitated $40M+ in capital (venture, debt, equity) for startup clients.
• Designed growth and M&A plans for 100+ clients, many in pre-exit or pivot stages.
• Closed 50+ licensing and JV deals worth over $120M in aggregate value.
• Accelerated time-to-market via operations optimization and strategic partnerships.
• Functioned as interim CXO for clients preparing for PE/VC investment.
Advanced Visual Systems
Corporate Strategy & Development
Chief Executive Officer / Senior Vice President
1/2001 - 1/2014
Enterprise data visualization and analytics firm; operated in 5 countries with 150 employees.
• Led NASDAQ-funded acquisition of a competitor and integrated diverse operations.
• Converted debt into strategic equity and strengthened JV relationships.
• Oversaw global restructuring, cutting operating costs by 50%.
• Closed $30M+ in long-term licensing revenue with Fortune 500 clients.
• Boosted strategic account revenue 70% through innovative service offerings.
• Led NASDAQ-funded acquisition of a competitor and integrated diverse operations.
• Converted debt into strategic equity and strengthened JV relationships.
• Oversaw global restructuring, cutting operating costs by 50%.
• Closed $30M+ in long-term licensing revenue with Fortune 500 clients.
• Boosted strategic account revenue 70% through innovative service offerings.