Certifications

Series 65

Sector Experience

Healthcare
Media & Entertainment
Financial Services
Business Services
Consumer Goods
27
years

Years of Experience

4/20

Member Since

Experience

 
1World Online Corporate Strategy & Development
CFO / Corp Dev
01/2012 - Present
I was the first angel investor, a Board member for five years, and off and on have taken on interim roles for this successful online marketing product and services companies. I've served as CFO, COO, and currently acting in a Corporate Development role, working on strategic projects and top publisher accounts (Newsweek, etc.) and brand for advertising; low time commitment, up to 10 hours per week.
Studio Ventures & Capital Advisors Finance
Managing Director
02/2011 - Present
Founder of Angel Capital and Strategic Advisory firm registered with FINRA (Series 65) offering 1) investments into start-up firms (2011 until 2016), 2) Mergers & Acquisition program management, and 3) strategic consulting to CEOs and boards, primarily as a fractional CFO. Short term CFO roles I do under this co., such as Unittus, Thompson-SCI, Kairos Transmedia, and Power Insight, among others.
ZOME Energy Networks Start-Up
Board member
12/2010 - Present
I co-founded this company, an energy management software company for buildings, especially apartment buildings. I have served as CEO, CFO, and COO over the years; current in a Board member capacity. I have handled all the financials and books for the company since inception, HR, marketing, and raised most of the capital. Low time commitment, varies, and I have control of my time here as the founder and top individual shareholder. 11 of my 13 issued patents to my name are from ZOME.
Ecellix Start-Up
CFO and Board Advisor/Secretary
09/2018 - 02/2020
I was the remote CFO for this Seattle-based battery technology company. I did all financial forecasting, financial management, payroll, registrations with the state and SEC, administrative items, and assisted in fundraising for the company.
Edumetrics Start-Up
CFO and Board Advisor
04/2015 - 08/2017
− Managed finances and accounting, modeled the business, and advised founders on strategy and exit options; did all Board level work including Secretary pro-temp
− Played lead negotiator in the 2017 merger with larger company, Tripod Education
2Wire Marketing
VP of Marketing
08/1998 - 08/2011
Co-founded market-leading residential gateway and home networking company which was acquired (M&A) for $475M (over $600M in total exit value) in 2010. Defined product specification, developed product roadmap, led product management, and successfully created new product category—the Residential Gateway. Products in over 40M broadband homes worldwide (peaked at $700M in annual sales); company won many awards.
VGo Communications Start-Up
CEO
02/2009 - 02/2011
− Recruited by a venture capital firm to run innovative robotics-video conferencing + cloud product firm (robotic telepresence)
− Credited with successful overhaul of product, channel, pricing, and messaging strategies
− P&L responsibilities; started partnership with Verizon; managed multi-million operating budget
− Led a stellar company launch effort Spring 2010, including national coverage on CNN; selected as a “Top 100” company and numerous other awards and honors
4HOME Marketing
CMO
05/2005 - 02/2009
− Co-founded and led business operations for market-leading “control services” B2B software firm, successfully acquired (M&A) by Motorola in 2010; Verizon led Series B
− Developed and launched “4Home Energy” energy management product, won #1 overall Best of Innovations at CES 2009; landed multi-million deal with smart metering market-leader Sensus
Paros Software --> PRISMIQ Start-Up
CEO --> SVP Marketing
08/2001 - 04/2005
My company was acquired , and I became head of marketing and operations.
– Co-founded and defined market positioning of start-up venture that was first to market with new consumer product category: Digital Media Player (aka, Digital Media Adapter)
– Product garnered over 25 product awards/Editor Choice wins, including “Product of the Year” honors from PC Magazine, the Consumer Electronics Association, CNET, TechTV, Computer Shopper, and Electronic House magazine; I was behind all these wins.
Polycom Marketing
Director, Product Management
07/1997 - 08/1998
– Defined, managed, launched, and marketed industry leading ViewStation enterprise video conferencing and enterprise-wide software product line that became industry’s top seller after only five months on the market
– Product line generated over $3B in sales and was market share leader for 10 years