17
years

Years of Experience

6/16

Member Since


Experience

 
N/A Other
Advisor & Entrepreneur
01/2016 - Present
• Built, tested and brought to market a fintech MVP that analyzes your entire portfolio (equities, fixed income, 401k, 529, savings/checking account) and helps you reach your financials goals.
• Advising two startups (one pre-rev and one rev-generating) in product and customer acquisition strategies.
• Consulting with small to mid-sized startups in growth, operations and product.
• Mentoring a VR startup through the University of Texas at Dallas Institute for Innovation and Entrepreneurship

1/2 year sabbatical Other
N/A
06/2015 - 12/2015
Took a 6 month sabbatical to travel with my family in the US, Europe and Middle East.

Medallia Start-Up
Senior Manager, Customer Success & Client Services
03/2014 - 03/2015
• Accountable for 9 B2B clients; Built and maintained relationships across customer organizations; Negotiated multi-year renewal and expansion agreements; Worked with Product/Marketing to generate new case studies.
• Grew client portfolio revenue 20% in one year to $3M; Drove program adoption and 100% client renewal.
• Developed client roadmaps and managed technical analysts to execute them.

Parcelio Start-Up
Co-Founder, CEO & Head of Products
09/2011 - 12/2013
• Founded an international logistics company that provides cost-effective shipping with tracking functionality.
• Built product roadmap and led expansion of marketplace in Northern California for shipping to/from Asia; Conducted lean tests to prove assumptions and improve experience; Scaled company to 1500+ users.
• Hired and led 5-person team of analysts to create marketing materials and expand user base through unique in-person and Facebook/Google/Renren campaigns in English & Chinese.

Cisco Management Consulting
Strategy Consultant
07/2007 - 08/2011
• Consulted with 15+ Fortune 500 companies in the financial, oil & gas and manufacturing industries to deliver innovative strategies leveraging IT to tackle business challenges.
• $10M+ increase in products and services revenue as a direct result of consulting services provided; Promoted to lead engagements & manage global teams of business analysts, engineers, PMs after 6 months on the role.
• Developed sales pipeline and led engagement proposal activities for 25+ prospective clients.