Experience

Disco

• United States
• Software Development
• 1 - 100 Employee

• VP, Business Operations | Chief of Staff

  • Apr 2023 - Present

  San Francisco, California, United States Disco is building a collaborative commerce platform that enables brands to partner effectively, acquire customers efficiently, and scale faster. We help premium DTC companies like The Honest Company, Dr. Squatch, Laura Geller, True Classic, and Liquid I.V. work together to accelerate growth. Funded by established investors (Felicis Ventures, Bessemer Venture Partners, Shopify, Sugar Capital, RiverPark Ventures, and Indicator Ventures), Disco helps merchants reduce their reliance on big… Show more Disco is building a collaborative commerce platform that enables brands to partner effectively, acquire customers efficiently, and scale faster. We help premium DTC companies like The Honest Company, Dr. Squatch, Laura Geller, True Classic, and Liquid I.V. work together to accelerate growth. Funded by established investors (Felicis Ventures, Bessemer Venture Partners, Shopify, Sugar Capital, RiverPark Ventures, and Indicator Ventures), Disco helps merchants reduce their reliance on big tech for customer acquisition and distribution. Since 2021, we have expanded our network to 1,000+ brands, serving product recommendations to 83M+ shoppers and supporting $30B in e-commerce transactions. Show less



Vori Health

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• VP, Chief of Staff | Head of Enterprise Strategy & Planning

  • Aug 2021 - Apr 2023

  San Francisco, California, United States A musculoskeletal healthcare startup that has all of your clinical services in one convenient place. Vori Health is an all-inclusive health care provider practicing a holistic, integrated approach starting with musculoskeletal care. The organization offers full service physical medicine and rehabilitation medical care, physical therapy, prescriptions, imaging & lab ordering, health coaching, nutritional guidance, community support and premium instructional content. The team consists of… Show more A musculoskeletal healthcare startup that has all of your clinical services in one convenient place. Vori Health is an all-inclusive health care provider practicing a holistic, integrated approach starting with musculoskeletal care. The organization offers full service physical medicine and rehabilitation medical care, physical therapy, prescriptions, imaging & lab ordering, health coaching, nutritional guidance, community support and premium instructional content. The team consists of carefully selected, board-certified/licensed providers, and provides services that are accessible at the click of a button from the comfort and convenience of a patient’s home. We are different from other virtual companies which offer only physical therapy or physician consultations. We believe a fully integrated approach leveraging the skills of many healthcare professions is optimal to help our members on their journey towards wellness. Vori Health was established to deliver a truly elevated, human-centered, patient care experience through cutting-edge technology, premium content, community, and multidisciplinary care teams. Show less



Arctop

• United States
• Software Development
• 1 - 100 Employee

• VP, Chief of Staff

  • Apr 2020 - Aug 2021

  San Francisco, California, United States Arctop, Inc. is a neural interface software company focused on developing high-resolution brain decoding technology. We've built a platform, Neuos, for real-time use that can measure emotions, cognitive events, and be used for individual authentication (similar to a "mental fingerprint" unique to every person on Earth). It has real world applications to Entertainment and Media, Gaming, Training and Learning, Health, and Cybersecurity industries to start, and we're just beginning. We're… Show more Arctop, Inc. is a neural interface software company focused on developing high-resolution brain decoding technology. We've built a platform, Neuos, for real-time use that can measure emotions, cognitive events, and be used for individual authentication (similar to a "mental fingerprint" unique to every person on Earth). It has real world applications to Entertainment and Media, Gaming, Training and Learning, Health, and Cybersecurity industries to start, and we're just beginning. We're blending artificial intelligence with neurobiological measurement to make computing an extension of inner experience. Learn more at https://arctop.com/. Show less



Shogun Emergence

• United States
• Financial Services

• Investor Relations | Venture

  • Nov 2018 - Jun 2021

  San Francisco, California, United States Shogun Capital oversees an investment platform, Shogun Emergence Capital Fund I, LP, that gives investors access to rare technology investments. The fund of funds vehicle provides investors exclusive allocation to top emerging managers in venture capital and co-investment opportunities in difficult-to-access technology start ups.



Hearth

• United States
• Software Development
• 100 - 200 Employee

• VP of Operations | Chief of Staff

  • Nov 2018 - Mar 2020

  San Francisco Bay Area Shogun dba “Hearth” is a rapidly ascending fintech company specializing in the home improvement loan sector, supported by 8VC, Founders Fund, and other prominent leaders in Silicon Valley. Our SaaS platform--Hearth (www.gethearth.com)--is pioneering how home improvement contractors across the country offer financing to their customers. ***** - Series A fintech start-up with the daring mission to build the world's largest distribution channel for financial services. - Joined the… Show more Shogun dba “Hearth” is a rapidly ascending fintech company specializing in the home improvement loan sector, supported by 8VC, Founders Fund, and other prominent leaders in Silicon Valley. Our SaaS platform--Hearth (www.gethearth.com)--is pioneering how home improvement contractors across the country offer financing to their customers. ***** - Series A fintech start-up with the daring mission to build the world's largest distribution channel for financial services. - Joined the company at 30-40 people. Helped it grow to 100+. Focused my first year on corporate strategy, organizational design, talent acquisition, and company building. - Defined the company's first customer retention and renewal strategy by creating the Salesforce infrastructure to track renewals as opportunities, focusing the customer success team on proactive outreach, aligning internal commission and compensation strategies, and implementing marketing drips around the customer lifecycle. Hired the company's first VP of Customer Success. - Launched a number of firsts for the company within People Ops: Helped hire our first HR manager. Created the company's first employee onboarding and offboarding process. Created the company's quarterly employee evaluation process. Launched our first monthly company town halls. Owned the company's OKR process. - Led the opening of our Austin-based headquarters from procuring and building the space to hiring key leadership talent. The office is now the largest office for the company by headcount and has allowed us to economically scale our sales, revenue ops, and customer success strategies. - Reported up to and supported the company's Founder/CEO. Show less



Womply

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Chief of Staff

  • Feb 2017 - Nov 2018

  San Francisco, CA Womply helps small businesses thrive in a digital world. Their software makes it easy for small businesses to boost their online reputations, engage their customers, and monitor the health of their businesses with data and technology they can’t get anywhere else. They’re one of the fastest growing software companies in the country, serving more than 100,000 small businesses across 400+ business verticals in every corner of America. ***** - Defined and owned company-wide… Show more Womply helps small businesses thrive in a digital world. Their software makes it easy for small businesses to boost their online reputations, engage their customers, and monitor the health of their businesses with data and technology they can’t get anywhere else. They’re one of the fastest growing software companies in the country, serving more than 100,000 small businesses across 400+ business verticals in every corner of America. ***** - Defined and owned company-wide key performance metrics. - Led the company's Business Intelligence and Data Analytics function. Owned organizational data insights across most areas of our business including Partnerships, Sales, Customer Success, Product, Engineering, Marketing, and People Operations. - Led strategic and business operational activities. Managed cross-functional teams, go-to-market strategies, and key product launches. - Oversaw quarterly OKR planning. Developed and communicated our top company goals and objectives. - Owned company meetings across three corporate offices including monthly all-hands, functional business reviews, and quarterly board of director meetings. - Reported up to and supported the company's Founder/CEO. Show less



Celerity Consulting Group

• United States
• Information Services
• 1 - 100 Employee

• Vice President | Operations, Strategy & Planning

  • 2013 - 2016

  San Francisco, CA National business advisory and IT consulting company specializing in information governance, data analytics, and corporate risk management. Led multiple cross-functional teams including those in project management, business development, client management, and business operations while having specific ownership over: - Consulting / Engagement Management - IP / Knowledge Development - Talent Development - Practice Development - New Business Development - Strategic… Show more National business advisory and IT consulting company specializing in information governance, data analytics, and corporate risk management. Led multiple cross-functional teams including those in project management, business development, client management, and business operations while having specific ownership over: - Consulting / Engagement Management - IP / Knowledge Development - Talent Development - Practice Development - New Business Development - Strategic Planning The overall goal: Help the company meet its strategic ambitions and profitability targets, keep our existing clients thrilled and our prospective ones interested, and ensure our people are happy, productive, and engaged. ***** - Defined SMART (Specific, Measurable, Achievable, Relevant, and Time Bound) goals for practice and individual team members. Aligned goals with the overall firm goal to increase profitability by 4x. - Molded the firm’s value proposition to Fortune 500 executive audiences. Negotiated master service agreements and contract work authorizations. Ensured customer success and renewals through relationship building, proactive service delivery, and team leadership. - Led strategy sessions with executive-level audiences. Owned project charters, statements of work, and ROI justifications. - Hired, developed, and retained a high-impact team of Project Managers, Consultants, System Analysts, Programmers/Developers, and part-time, project-based staff. Partnered with onshore and offshore service providers to drive value propositions. - Oversaw critical client accounts and leads. Owned revenue forecasts, and managed P&L and employee utilization.

• Director (Operations)

  • 2008 - 2013

  San Francisco, CA Owned client success and firm growth. Led strategy to improve firm revenue through growth tactics across multiple verticals, including advisory services, technology products, and in-house support. ***** - Led client proposal and business development campaigns (via Salesforce). - Built high-impact teams by recruiting, onboarding, and retaining talent. - Monitored P&L statements and project/program profitability. - Built cross-functional relationships and processes with… Show more Owned client success and firm growth. Led strategy to improve firm revenue through growth tactics across multiple verticals, including advisory services, technology products, and in-house support. ***** - Led client proposal and business development campaigns (via Salesforce). - Built high-impact teams by recruiting, onboarding, and retaining talent. - Monitored P&L statements and project/program profitability. - Built cross-functional relationships and processes with professional services, product, engineering, analytics, and marketing to drive both internal and client outcomes. - Managed multiple functional and project teams in a highly-matrixed environment including day-to-day strategy meetings, resource planning, target setting, and coaching/development. - Supervised digital forensic and information governance engagements with Fortune 500 companies and 15 of AmLaw’s top 25 law firms. - Oversaw 3 TB of forensic collections, data processing, search strategy, review optimization, and data production for a leading global LCD panel manufacturer. - Led a 6-month product development initiative for a Fortune 500 client and brought to market a mobile data application to manage construction field inspections. - Led a 100+ person, $12MM contract to collect and analyze millions of engineering records to ensure the safety of a utility client’s gas distribution system.

• Manager (Project Management, PMO)

  • 2004 - 2008

  San Francisco, CA Balanced business development, employee development, and other company needs with the oversight of multiple client engagements. Consistently charged with managing the company's most critical projects. - Owned the day-to-day client problem. Advised clients on solutions and best practice frameworks. - Developed statements of work, work plans/WBS, project schedules, and metric reporting. - Led cross-functional teams of up to 70 people. Managed employee development, chargeability, and… Show more Balanced business development, employee development, and other company needs with the oversight of multiple client engagements. Consistently charged with managing the company's most critical projects. - Owned the day-to-day client problem. Advised clients on solutions and best practice frameworks. - Developed statements of work, work plans/WBS, project schedules, and metric reporting. - Led cross-functional teams of up to 70 people. Managed employee development, chargeability, and utilization from hiring to promotion. - Owned quality assurance. Served as the internal process and subject matter expert/SME. - Ensured delivery of relevant and value-driven results and deliverables. - Developed best practices and core competencies to train employees and enable customer success. ***** - Served as the principal engagement manager for projects related to information audits, data analysis, project controls and quality assurance, risk and damage analysis, and Chapter 11 reorganization support. - Centralized and audited hundreds of thousands of cost invoices and accounting records in support of a $300 million damage analysis and breach of contract dispute. - Resolved a multi-million dollar labor dispute for a corporate client by auditing time records across 79 field offices and developing a web-based system to calculate liability assessments and manage inquiries and disputes. - Reduced risk for a Fortune 500 client by reconciling hundreds of thousands of inactive customer accounts in SAP and eliminating millions in duplicative debt.

• Senior Consultant (Client Engagement Lead)

  • 2001 - 2004

  San Francisco, CA One of twenty original "charter" employees to join this consulting start-up in 2001. Supported the client delivery teams by identifying business and legal requirements, defining and executing to project plans, and overseeing distributed field teams. - Owned the day-to-day client relationship. - Managed multiple projects and changing priorities. Developed processes, schedules, and work flows. - Designed dashboard reports to provide real time metrics, business intelligence, and… Show more One of twenty original "charter" employees to join this consulting start-up in 2001. Supported the client delivery teams by identifying business and legal requirements, defining and executing to project plans, and overseeing distributed field teams. - Owned the day-to-day client relationship. - Managed multiple projects and changing priorities. Developed processes, schedules, and work flows. - Designed dashboard reports to provide real time metrics, business intelligence, and analytics. - Owned quality assurance and ensured delivery of relevant results and deliverables. - Supervised teams of up to 30 analysts and consultants. Tracked scheduled milestones and managed team productivity and results. - Applied industry-leading forensic tools to analyze data in support of incidence response, risk management, information security, and legal due diligence. - Assisted with forensic collections (EnCase, Robocopy) and performed advanced data analysis (NUIX, dtSearch, SQL, Access, Excel) to analyze and understand client data.



ERS Group

• Legal Services
• 1 - 100 Employee

• Consultant (Business Analyst)

  • 1999 - 2001

  San Francisco, CA A national leader in statistical and economic consulting. The company provides data analysis, economic research and statistical analysis for litigation, business analysis, and risk assessment. - Recruited to design and lead client projects focused on data analytics, intellectual property, economic damages, service quality and performance measurement. - Analyzed, normalized, and validated customer business data. Scripted complex query routines, developed Excel macros, and refined VBA… Show more A national leader in statistical and economic consulting. The company provides data analysis, economic research and statistical analysis for litigation, business analysis, and risk assessment. - Recruited to design and lead client projects focused on data analytics, intellectual property, economic damages, service quality and performance measurement. - Analyzed, normalized, and validated customer business data. Scripted complex query routines, developed Excel macros, and refined VBA codes to generate reports and automate data/statistical analyses. - Developed relational databases, forms, reports, queries, validation routines, and procedures to support legal and compliance reviews (FoxPro, MS Access, Concordance). - Performed advanced data analysis, scrubbing, interpretation and reporting. - Assisted with product development, requirements gathering, documentation, and the testing of in-house applications. Show less



United States Senate

• Legislative Offices
• 700 & Above Employee

• Intern - Office of U.S. Senator Barbara Boxer

  • 1998 - 1999

  The Brian L. Ohleyer Internship Program. Selected from among hundreds of applicants. Drafted correspondence to respond to agency and constituent inquiries. Assisted staff with legislative research, screened requests, and summarized policy support.