Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
- Uo
- Uo
Lists including Sam
Work Experience
Managing Director
2012
TIP is a Family Office I created after leading a technology startup (SaaS) to Private Equity exit. My vision was for it to behave like a Venture Capital (VC) firm - we're a fund-to-fund house, Private Equity (PE) firm - we've engaged in several Mergers & Acquisition (M&A) plays, Investment Bank - we consult with organizations on appropriate venture funding routes (Capital Raise, Debt, and/or Customer Funding models). Here are a few examples of my Subject Matter Expert (SME): SALES | BUSINESS DEVELOPMENT [B2B | B2C | B2G] - Pipeline Generation and Qualification (Identifying Markets, Organizations, Lines of Business, Pain-points and Stakeholders to Target) - Perform Quantitative Analyses / Proposal Development / Statements of Work - Work closely with Senior Leadership to Develop SME (Contract Negotiations, Master Service Agreements and Deal Closure) - Act as Strategic Partner with Clients (Analyze and provide Intelligence on Needs and Relationships) MERGERS & ACQUISITIONS - Pre / Post Mergers & Acquisitions Strategy Development (Identify New Markets / Channels and consolidate/leverage scale in Existing Markets) - Value and Operation Model Creation Architecture - Provide Customized Solutions for Clients’ Industry Landscape and Business Options (In the context of Global, Economic, Technology and Social Trends) - Interact effectively with Internal Business Segments (Legal, Finance, Accounting, Tax, and Other Advisors) - Evaluate and Analyze Prospective Early-Stage or Start-Up Companies for Strategic Ventures TURNAROUNDS - Solve complex Strategic Financial | Operational Problems in the context of Restructuring and Turnaround situations - Communicate Recommendations to Clients / Stakeholders (Recovery Plans, Findings, Alternatives to Financing) - Established Reputation and Relationships with past-Client base and Key Referral Sources (Private Equity, Capital Lenders, Corporate Loan Workout / Restructuring Groups, CPA firms, Law firms and select Investment Banks)
2022
Co-Founder & Chief Marketing Officer (CMO)
2022
Curation Agency is an award-winning boutique design agency that focuses on building better connections between brands and people through purposeful design, experience and technology. Our team of creative, innovative and talented leaders specialize in creating brands, products, art direction and digital marketing campaigns. With expertise and experience in fashion, beauty, health & wellness, food & beverage, and the luxury interior design industry, we are sure to understand and exceed your needs. At Curation we use strategy, innovation, design, and creative content development to do it. We value our craft, have a deep passion for details and innovation, and exist to solve challenges for brands we believe in. Since the beginning, our mission has been to do exceptional work and to have a great time doing it. We believe our mission has guided us well.
2020
Founder & Chief Revenue Officer (CRO)
2020
Business Transformation by Scaling | We help Sales & Marketing leaders annihilate their business goals by focusing on four key elements for successful growth — Strategy, Execution, Cash Generation, & People. Zeroing Agency Focus | We provide the Tech Industry with Business Transformation growth strategy for results with a heavy focus on Marketing & Sales/BizDev in the following areas: - Sales Strategy - Blueprints - Process - Tech Stack - People - Compensation
2012
Interim C-Suite Leader (iCXO)
2012
Specialize in providing leadership and strategic direction to organizations during critical transition periods as an interim C-Suite Executive (iCXO). Extensive experience across industry and executive roles allows for quick adaptation and effective management of the unique challenges and opportunities in each position. Focus on driving growth, stability, transformation, and results (Deliver immediate impact while setting the foundation for long-term success). Approach combines strategic vision with hands-on execution, ensuring every aspect of the organization aligns with its core objectives and values. Key interim leadership roles include: • Interim Chief Executive Officer (iCEO) • Interim Chief Operating Officer (iCOO) • Interim Chief Financial Officer (iCFO) • Interim Chief Marketing Officer (iCMO) • Interim Chief Sales/Revenue Officer (iCSO/iCRO) • Interim Chief Human Resources Officer (iCHRO) • Interim Chief of Staff (iCOS)
2017
Principal Officer
2017
Structured as a 501(c)(3) nonprofit, The Javelin Institute’s Mission is to provide Executive Education targeting Leaders who experience family hardship (Hardship in the form of Death, Disease, Divorce or Drugs). Combining unmatched experience and specialized skills across more than 20 industries, we offer leaders with solutions to better lead themselves and others. We deliver on the promise of leadership development and executive coaching ingenuity every day, serving clients domestically in the United States and around the world. We embrace the power of change to create value and shared success for leaders and their teams, organizations, and communities. Visit us at www.javelininstitute.org. Participate in our seminal course, "BEST Leader in 30 Days!" below...
2022
Member Board of Directors
2022
Cybersecurity Technologist providing Small and Medium-sized Business (SMB) Corporate leadership in developing and streamlining their IT roadmap. The results provide digital transformation for their businesses with next-generation Cybersecurity defense systems and IT multi-cloud environments. Their consulting practices help companies vet out the right technology solutions that are agile, resilient and secure.
Adjunct Professor
2018
Successful leaders are well-rounded, pairing strong financial and sector-specific expertise with the soft skills required to inspire change and flex under chaotic-conditions. Curriculum equips leaders through: • Developing knowledge of a variety of leadership theories and models. • Gain a greater understanding of personal identities (both self and others) and how those identities shape roles within an organization. • Examine intrinsic and extrinsic motivations of individuals and the impacts of those motivations on an organization. Tomorrow’s Leaders will be called upon to fulfill many “real-world” course topics, including: • Strategic Planning • Raising Capital • Financial Planning & Oversight • Staff Management (Hiring | Training | Retaining) • Technology Identification & Integration • Program Development, Execution & Evaluation • Board Facilitation • Marketing & Public Relations • Legal Compliance • Interagency Partnerships
2019 - 2022
Senior Consultant | Strategy & Business Transformation (Change Management)
2019 - 2022
- Helped shape and lead large-scale / high-value business and technology transformation programs - from Strategy to Operations - for some of the world’s most successful retailers and brands. - As a leader within Deloitte Consulting, provided transformational client program and account leadership - Developed and grew World-class Practices / Offerings - Served as a Retail & Consumer Products industry Subject Matter Expert, Innovator and Thought Leader for Deloitte Senior Partners and Program Leadership.
2008 - 2018
Associate Professor, Forbes School of Business
2008 - 2018
Instructed @ The Forbes School of Business. Consistently ranked in the “Top 2%” of Associate Professors. Courses Instructed: Accounting | Change in Organizations | Economics (Micro / Macro) | Finance | Human Resources Management | Leadership in Organizations | Marketing Management | Marketing Research | Organization Development | Strategic Marketing
2011 - 2013
Chief Operations Officer (COO)
2011 - 2013
Connect was a Technology Software as a Service (Saas) Startup established to revolutionize the virtual meeting frontier. - Recruited to help lead new technology startup offering. - Successfully raised $8 Million in funding through successful Board of Directors venture pitch/presentation. - Lead onsite/virtual employee team activities from ideation, creation, and launch through customer traction / revenue generation. - Orchestrated successful exit via Private Equity (PE) acquisition (TowerBrook). - Assisted with post-merger integration with existing PE portfolio holding company prior to exiting.