Experience

Charlie's Produce

• United States
• Wholesale
• 1 - 100 Employee

• Category Management

  • May 2022 - Present

  Leading creation of new program development and management capabilities across $1B+ Western US produce wholesaler.Building new strategic management structures, processes, and analytics to scale portfolio of high-volume fruit & vegetable categories and enhance procurement and retail / food service sales performance.

• Compliance Officer

  • Dec 2020 - Jun 2022

  Led development of new food safety and organic regulatory compliance team, technology, and program management.• Drove compliance adoption across multiple business units and complex value chain of thousands of growers, packhouses, cooling/storage facilities, importers, brokers, distributors, and customers.• Scaled cloud-based document management solution across company while preparing foundation for new regulatory requirements and food traceability technology platforms.



The Elevate Group

• United States
• Non-profit Organizations

• Principal Partner

  • Jul 2015 - Apr 2020

  Led client engagements focused on Strategic transformation, Financial analysis, Market expansion, Early-stage fundraising, and Non-profit management. Formerly independent - suspended in pandemic. Examples include: • For a Renewable Energy SaaS platform, created dynamic financial and market expansion models to frame funding, technology, and operating investment planning. • For a premier African Safari operator, developed plan to enter high growth Chinese outbound travel markets, including industry analysis, product, customer acquisition and supplier alliance strategy.



WISErg

• United States
• Farming
• 1 - 100 Employee

• CFO

  • 2014 - 2015

  Named “Most Innovative Companies in Food,” WISErg converts food waste into fertilizer. • Built dynamic financial models and strategic framework to drive shift to higher-margin fertilizer business, improve capital allocation and scale more efficiently. • Led $multi-million Series B equity raise process, sourced 20+ Angel and Venture Capital investors, and strengthened capital structure for potential debt financing. • Researched SaaS and hybrid ERP platforms to optimize dual manufacturing methods, enhance production cost accounting, and improve business operations. • Led Board reporting, GAAP upgrades, working capital controls, asset valuation, and manufacturing tax policy opportunities.



Lenati LLC

• United States
• Financial Services

• Management Consultant

  • 2010 - 2013

  • Advocated technology and business case for a Fortune 100 firm to privatize its $2 Billion corporate travel business, which occurred as anticipated in a $900 Million joint venture (created case independently). • For Microsoft, American Express, and Expedia, developed future corporate travel technology and product visions to transform user experience and business models. • For Microsoft, led successful projects to streamline company-wide digital marketing procurement and position a dynamic new social media intelligence product.



TRAVELER.com

• Travel Arrangements

• CEO

  • 2008 - 2009

  • Led Experiential Travel-focused start-up centered on "TravelerDNA” intelligence and technology. • Sourced $multi-million worth of travel content and media network partners to integrate 1000+ destinations and leverage network of 17 Million+ unique visitors to prepare site launch. • Led successful process to dissolve LLC for rightful shareholders when 2009 crash led to financial investor default. • Led Experiential Travel-focused start-up centered on "TravelerDNA” intelligence and technology. • Sourced $multi-million worth of travel content and media network partners to integrate 1000+ destinations and leverage network of 17 Million+ unique visitors to prepare site launch. • Led successful process to dissolve LLC for rightful shareholders when 2009 crash led to financial investor default.



CHINA TRAVEL ACQUISITIONS CORP

• Senior M&A Investment Advisor - Executive team (Airline & Investment Bank CEOs)

  • 2007 - 2008

  • Team planned one of China’s largest travel firms via multiple technology and operator acquisitions. • Engineered multi-acquisition financial transaction, economic, and due diligence analyses to drive investment, strategy, and risk management decisions for $120 Million private equity and debt placement. • To drive potential IPO valuation and capital investment policy, created regression intelligence models to correlate industry stock pricing multiple behavior with 40+ operating, financial, economic and external metrics.



EXPEDIA

• Singapore
• Internet Publishing
• 100 - 200 Employee

• Strategic Partnership Senior Manager

  • 2006 - 2006

  • Led turnaround of venture with Expedia’s largest 3rd-party partner after bookings dropped 30% from projected $400M when partner relaunched its website. • Led turnaround of venture with Expedia’s largest 3rd-party partner after bookings dropped 30% from projected $400M when partner relaunched its website.



Linens N Things

• Strategy and Corporate Development Group Manager

  • 2004 - 2005

  • Revived Furniture category business as a lifestyle category; generating $75 Million incremental revenue. • Revived Furniture category business as a lifestyle category; generating $75 Million incremental revenue.



INTERNATIONAL OLYMPIC COMMITTEE (IOC)

• Switzerland
• Spectator Sports
• 700 & Above Employee

• Olympic Transportation & Logistics Consultant - IOC Games Study Commission

  • 2003 - 2003

  • Selected as expert contributor on Transportation for landmark Games Study Commission • Defined innovations to drive critical cost savings for Olympic host cities. • Selected as expert contributor on Transportation for landmark Games Study Commission • Defined innovations to drive critical cost savings for Olympic host cities.



Salt Lake Organizing Committee 2002

• United States
• Spectator Sports

• 2002 Olympic Games Director – Executive Operations Planning and Management

  • 2001 - 2002

  • Personally awarded an Olympic Order of Excellence, helping lead 2002 Games to be regarded as best-managed in history. • Operations Leadership - Led Main Operations Center and strategic initiatives across 42 operating units and complex base of global stakeholders. • Strategic Restructuring - Rescued failing Media Transportation service ($130 M annualized cost) in just 6 months for 12,000 global rightsholders by restructuring operations and building customer-centric, dynamic demand and capacity management technology.