Experience

Global Wine Partners

• United States
• Financial Services
• 1 - 100 Employee

• Pacific NW Partner

  • Jan 2022 - Present

  Global Wine Partners is a leading provider of Merger and Acquisition and Valuation advisory services to the Wine Industry. We offer unsurpassed resources, world-wide relationships, and decades of wine industry experience to uniquely benefit our clients. We’ve partnered with hundreds of wine businesses in the Pacific NW and California, serving clients large and small. We provide our services with focused expertise, creativity, straight talk, and a commitment to… Show more Global Wine Partners is a leading provider of Merger and Acquisition and Valuation advisory services to the Wine Industry. We offer unsurpassed resources, world-wide relationships, and decades of wine industry experience to uniquely benefit our clients. We’ve partnered with hundreds of wine businesses in the Pacific NW and California, serving clients large and small. We provide our services with focused expertise, creativity, straight talk, and a commitment to confidentiality. Recent Activities include: The purchase of the assets of Falcon Safety Products, Inc. by the Lighthouse for the Blind, a 501 (c)3 organization. The sale of Pfeiffer Winery and Vineyards, a 100+ acre Estate with 70 acres planted, to King Estate Winery. Due Diligence advisory assistance to The Ground in its purchase of the historic Winery building on Irvine St. in McMinnville, Oregon from Elizabeth Chambers Cellar. Assisted The Ground in leasing the winery portion of the building. Consulting assistance to 6 Pacific NW wineries. Previously led 6 successful Oregon M&A transactions in 2021 while affiliated with another M&A firm. Show less Global Wine Partners is a leading provider of Merger and Acquisition and Valuation advisory services to the Wine Industry. We offer unsurpassed resources, world-wide relationships, and decades of wine industry experience to uniquely benefit our clients. We’ve partnered with hundreds of wine businesses in the Pacific NW and California, serving clients large and small. We provide our services with focused expertise, creativity, straight talk, and a commitment to… Show more Global Wine Partners is a leading provider of Merger and Acquisition and Valuation advisory services to the Wine Industry. We offer unsurpassed resources, world-wide relationships, and decades of wine industry experience to uniquely benefit our clients. We’ve partnered with hundreds of wine businesses in the Pacific NW and California, serving clients large and small. We provide our services with focused expertise, creativity, straight talk, and a commitment to confidentiality. Recent Activities include: The purchase of the assets of Falcon Safety Products, Inc. by the Lighthouse for the Blind, a 501 (c)3 organization. The sale of Pfeiffer Winery and Vineyards, a 100+ acre Estate with 70 acres planted, to King Estate Winery. Due Diligence advisory assistance to The Ground in its purchase of the historic Winery building on Irvine St. in McMinnville, Oregon from Elizabeth Chambers Cellar. Assisted The Ground in leasing the winery portion of the building. Consulting assistance to 6 Pacific NW wineries. Previously led 6 successful Oregon M&A transactions in 2021 while affiliated with another M&A firm. Show less



Walter Scott Wines

• Salem, Oregon

• Partner/Investor/CFO

  • Sep 2012 - Present

  Provide financial, strategy and marketing advice and expansion capital to fuel growth of family winery producing Pinot Noir, Chardonnay, Aligote and Gamay Noir in the Eola/Amity Hills AVA of Oregon's Willamette Valley. 8 times named among the Top 100 Wineries by Wine & Spirits Magazine, Walter Scott has grown from 900 cases produced in 2011 to 6,500 today and continues to gain recognition for it's distinctive wines. Walter Scott wines have consistently achieved strong positive… Show more Provide financial, strategy and marketing advice and expansion capital to fuel growth of family winery producing Pinot Noir, Chardonnay, Aligote and Gamay Noir in the Eola/Amity Hills AVA of Oregon's Willamette Valley. 8 times named among the Top 100 Wineries by Wine & Spirits Magazine, Walter Scott has grown from 900 cases produced in 2011 to 6,500 today and continues to gain recognition for it's distinctive wines. Walter Scott wines have consistently achieved strong positive reviews and 90+ point scores in publications including The Wine Advocate, Wine Spectator, Vinous, Decanter, the Burghound, the Wall Street Journal, the New York Times, Jancis Robinson.com, the Prince of Pinot, View from the Cellar and Wine & Spirits and are available directly from the Winery and through fine wine retailers and selected restaurants in the states where we are distributed. Walter Scott Wines are currently distributed in Alabama, Arizona, California, Colorado, Illinois, Maryland, New Jersey, New York, North Carolina, Oregon, South Carolina, Virginia, Washington, the District of Columbia; Ontario and Alberta, Canada as well as the UK, Sweden, Norway and Denmark. Elected to the Board of Directors of the Oregon Winegrower's Association 2020. Served as Treasurer in 2022. Selected to serve as Vice President in 2023. Elected to the Board of Directors of the Eola-Amity Hills Winegrowers Association 2018; elected Vice President March 2019 and President March 2020. Show less Provide financial, strategy and marketing advice and expansion capital to fuel growth of family winery producing Pinot Noir, Chardonnay, Aligote and Gamay Noir in the Eola/Amity Hills AVA of Oregon's Willamette Valley. 8 times named among the Top 100 Wineries by Wine & Spirits Magazine, Walter Scott has grown from 900 cases produced in 2011 to 6,500 today and continues to gain recognition for it's distinctive wines. Walter Scott wines have consistently achieved strong positive… Show more Provide financial, strategy and marketing advice and expansion capital to fuel growth of family winery producing Pinot Noir, Chardonnay, Aligote and Gamay Noir in the Eola/Amity Hills AVA of Oregon's Willamette Valley. 8 times named among the Top 100 Wineries by Wine & Spirits Magazine, Walter Scott has grown from 900 cases produced in 2011 to 6,500 today and continues to gain recognition for it's distinctive wines. Walter Scott wines have consistently achieved strong positive reviews and 90+ point scores in publications including The Wine Advocate, Wine Spectator, Vinous, Decanter, the Burghound, the Wall Street Journal, the New York Times, Jancis Robinson.com, the Prince of Pinot, View from the Cellar and Wine & Spirits and are available directly from the Winery and through fine wine retailers and selected restaurants in the states where we are distributed. Walter Scott Wines are currently distributed in Alabama, Arizona, California, Colorado, Illinois, Maryland, New Jersey, New York, North Carolina, Oregon, South Carolina, Virginia, Washington, the District of Columbia; Ontario and Alberta, Canada as well as the UK, Sweden, Norway and Denmark. Elected to the Board of Directors of the Oregon Winegrower's Association 2020. Served as Treasurer in 2022. Selected to serve as Vice President in 2023. Elected to the Board of Directors of the Eola-Amity Hills Winegrowers Association 2018; elected Vice President March 2019 and President March 2020. Show less



Le Pigeon, Canard and Canard Oregon CIty

• Portland, Oregon Area

• Partner/Investor

  • Dec 2010 - Present

  Partner/Investor in 2-time James Beard Award Winning Chef Gabriel Rucker's Portland, Oregon area restaurants. Partner in Le Pigeon which opened in 2006. Le Pigeon was recently described by Bon Appette as “the Restaurant that put Portland on the National Culinary Map" and has been featured in the New York Times, Wall Street Journal, Food & Wine and various other Food oriented publications. Provided all launch capital for Canard, a Bistro/Wine Bar, which debuted in April 2018… Show more Partner/Investor in 2-time James Beard Award Winning Chef Gabriel Rucker's Portland, Oregon area restaurants. Partner in Le Pigeon which opened in 2006. Le Pigeon was recently described by Bon Appette as “the Restaurant that put Portland on the National Culinary Map" and has been featured in the New York Times, Wall Street Journal, Food & Wine and various other Food oriented publications. Provided all launch capital for Canard, a Bistro/Wine Bar, which debuted in April 2018. Canard was named one the "18 Best New Restaurants in America" by Eater and was named "2018 Restaurant of the Year" by both Portland Monthly and the Oregonian. Canard was a semi-finalist for the James Beard Foundation's Best New Restaurant Award in 2019, a Finalist for the James Beard Foundation's Outstanding Wine Program Award in 2020 and was named the Oregonian's 2019 Best Restaurant. Partner in Canard Oregon City, opening July 10, 2022. Also provided launch capital for Little Bird Bistro, a downtown Portland French Bistro which opened in December 2010 and closed in October 2019. During it's 9 years, Little Bird was featured in the Zagat America's Top Restaurants guide, named Restaurant of the Year by the Oregonian and one of Portland's Best New Restaurants of 2010 by Portland Monthly. Show less Partner/Investor in 2-time James Beard Award Winning Chef Gabriel Rucker's Portland, Oregon area restaurants. Partner in Le Pigeon which opened in 2006. Le Pigeon was recently described by Bon Appette as “the Restaurant that put Portland on the National Culinary Map" and has been featured in the New York Times, Wall Street Journal, Food & Wine and various other Food oriented publications. Provided all launch capital for Canard, a Bistro/Wine Bar, which debuted in April 2018… Show more Partner/Investor in 2-time James Beard Award Winning Chef Gabriel Rucker's Portland, Oregon area restaurants. Partner in Le Pigeon which opened in 2006. Le Pigeon was recently described by Bon Appette as “the Restaurant that put Portland on the National Culinary Map" and has been featured in the New York Times, Wall Street Journal, Food & Wine and various other Food oriented publications. Provided all launch capital for Canard, a Bistro/Wine Bar, which debuted in April 2018. Canard was named one the "18 Best New Restaurants in America" by Eater and was named "2018 Restaurant of the Year" by both Portland Monthly and the Oregonian. Canard was a semi-finalist for the James Beard Foundation's Best New Restaurant Award in 2019, a Finalist for the James Beard Foundation's Outstanding Wine Program Award in 2020 and was named the Oregonian's 2019 Best Restaurant. Partner in Canard Oregon City, opening July 10, 2022. Also provided launch capital for Little Bird Bistro, a downtown Portland French Bistro which opened in December 2010 and closed in October 2019. During it's 9 years, Little Bird was featured in the Zagat America's Top Restaurants guide, named Restaurant of the Year by the Oregonian and one of Portland's Best New Restaurants of 2010 by Portland Monthly. Show less



Metis NW

• Portland, Oregon Area

• Managing Director

  • Dec 2017 - Sep 2021

  Served as Oregon-focused Managing Director for Mergers & Acquisitions firm specializing in Adult Beverage and Hospitality businesses in the Pacific NW. 2021 Oregon transactions included the sales of: - Johan Vineyards to Cowhorn Winery - The Carlton Winemakers Studio to Hampton Lumber (owners of Fennwood and Tall Tree Vineyards) - Kalita Vineyard to Sokol Blosser Winery - Craft Wine Company building to Dusky Goose Winery - Koosah Farm to Resonance (Jadot) - ROCO… Show more Served as Oregon-focused Managing Director for Mergers & Acquisitions firm specializing in Adult Beverage and Hospitality businesses in the Pacific NW. 2021 Oregon transactions included the sales of: - Johan Vineyards to Cowhorn Winery - The Carlton Winemakers Studio to Hampton Lumber (owners of Fennwood and Tall Tree Vineyards) - Kalita Vineyard to Sokol Blosser Winery - Craft Wine Company building to Dusky Goose Winery - Koosah Farm to Resonance (Jadot) - ROCO Winery to Santa Margherita USA Individually advised: - Buyers of SamSara Winery (2017) - Investors in Lieu Dit Winery (2017). Show less Served as Oregon-focused Managing Director for Mergers & Acquisitions firm specializing in Adult Beverage and Hospitality businesses in the Pacific NW. 2021 Oregon transactions included the sales of: - Johan Vineyards to Cowhorn Winery - The Carlton Winemakers Studio to Hampton Lumber (owners of Fennwood and Tall Tree Vineyards) - Kalita Vineyard to Sokol Blosser Winery - Craft Wine Company building to Dusky Goose Winery - Koosah Farm to Resonance (Jadot) - ROCO… Show more Served as Oregon-focused Managing Director for Mergers & Acquisitions firm specializing in Adult Beverage and Hospitality businesses in the Pacific NW. 2021 Oregon transactions included the sales of: - Johan Vineyards to Cowhorn Winery - The Carlton Winemakers Studio to Hampton Lumber (owners of Fennwood and Tall Tree Vineyards) - Kalita Vineyard to Sokol Blosser Winery - Craft Wine Company building to Dusky Goose Winery - Koosah Farm to Resonance (Jadot) - ROCO Winery to Santa Margherita USA Individually advised: - Buyers of SamSara Winery (2017) - Investors in Lieu Dit Winery (2017). Show less



DigitalPour

• United States
• Software Development
• 1 - 100 Employee

• Partner/former Chief Operating Officer

  • May 2014 - Dec 2015

  Non-Operating Shareholder/Partner. Earned Partnership/Shareholding by serving as Chief Operating Officer from May 2014 through December 2015, stepping away from day to day role as growth generated sufficient cash flow to support addition of a FTE. Customer count grew from 38 to 268 while COO and has now reached nearly 600 locations in 40 U.S. States and 23 other nations. DigitalPour helps Brew Pubs, Wine Bars, Restaurants, Tap Houses, and Growler Stations, provide customers… Show more Non-Operating Shareholder/Partner. Earned Partnership/Shareholding by serving as Chief Operating Officer from May 2014 through December 2015, stepping away from day to day role as growth generated sufficient cash flow to support addition of a FTE. Customer count grew from 38 to 268 while COO and has now reached nearly 600 locations in 40 U.S. States and 23 other nations. DigitalPour helps Brew Pubs, Wine Bars, Restaurants, Tap Houses, and Growler Stations, provide customers timely information about draft beverage offerings and promote customer engagement via social media. Automatically updates Beverage Menus on Websites and Facebook while offering robust analytical tools to maximize profitability without any specialized hardware. DigitalPour's Mobile Application provides consumers added utility. DigitalPour’s Dashboard displays available beverages with realtime keg levels, glassware and pricing; promotes on-premise customer engagement via Untappd, Twitter, Instagram and Foursquare. Back end tools allow customers to manage offerings, margin and inventory and integrate with POS systems to offer detailed analytics to improve decision-making and maximize profitability. Order management is a recent addition to DigitalPour's management capabilities. A Mobile App allows consumers to see in real-time what's on tap at their favorite Pub. Show less Non-Operating Shareholder/Partner. Earned Partnership/Shareholding by serving as Chief Operating Officer from May 2014 through December 2015, stepping away from day to day role as growth generated sufficient cash flow to support addition of a FTE. Customer count grew from 38 to 268 while COO and has now reached nearly 600 locations in 40 U.S. States and 23 other nations. DigitalPour helps Brew Pubs, Wine Bars, Restaurants, Tap Houses, and Growler Stations, provide customers… Show more Non-Operating Shareholder/Partner. Earned Partnership/Shareholding by serving as Chief Operating Officer from May 2014 through December 2015, stepping away from day to day role as growth generated sufficient cash flow to support addition of a FTE. Customer count grew from 38 to 268 while COO and has now reached nearly 600 locations in 40 U.S. States and 23 other nations. DigitalPour helps Brew Pubs, Wine Bars, Restaurants, Tap Houses, and Growler Stations, provide customers timely information about draft beverage offerings and promote customer engagement via social media. Automatically updates Beverage Menus on Websites and Facebook while offering robust analytical tools to maximize profitability without any specialized hardware. DigitalPour's Mobile Application provides consumers added utility. DigitalPour’s Dashboard displays available beverages with realtime keg levels, glassware and pricing; promotes on-premise customer engagement via Untappd, Twitter, Instagram and Foursquare. Back end tools allow customers to manage offerings, margin and inventory and integrate with POS systems to offer detailed analytics to improve decision-making and maximize profitability. Order management is a recent addition to DigitalPour's management capabilities. A Mobile App allows consumers to see in real-time what's on tap at their favorite Pub. Show less



Mobelisk

• Portland, Oregon and Phoenix, Arizona

• Co-Founder, Partner, and Chief Operating Officer

  • Feb 2012 - Mar 2014

  Co-founder of start-up creating hardware solutions to augment Tablet Computers for specific Enterprise use cases. Oversaw Marketing, Sales and Operations. Gained Seed Funding in March 2013 to supplement initial grant funding from a Tier 1 Wireless Carrier. Introduced Mobelisk Chimera, garnering Laptop Magazine's Best in Show Award at the May 2013 CTIA Show. Chimera is a SmartCase system allowing Enterprises to augment their Tablets to add durability, supplemental battery power… Show more Co-founder of start-up creating hardware solutions to augment Tablet Computers for specific Enterprise use cases. Oversaw Marketing, Sales and Operations. Gained Seed Funding in March 2013 to supplement initial grant funding from a Tier 1 Wireless Carrier. Introduced Mobelisk Chimera, garnering Laptop Magazine's Best in Show Award at the May 2013 CTIA Show. Chimera is a SmartCase system allowing Enterprises to augment their Tablets to add durability, supplemental battery power and their choice of integrated peripherals like a Magnetic Stripe Reader, Chip & Pin, Laser Barcode Scanner, Biometric Identification and more. Concluded involvement following Venture Capital investment round in March 2014. Show less Co-founder of start-up creating hardware solutions to augment Tablet Computers for specific Enterprise use cases. Oversaw Marketing, Sales and Operations. Gained Seed Funding in March 2013 to supplement initial grant funding from a Tier 1 Wireless Carrier. Introduced Mobelisk Chimera, garnering Laptop Magazine's Best in Show Award at the May 2013 CTIA Show. Chimera is a SmartCase system allowing Enterprises to augment their Tablets to add durability, supplemental battery power… Show more Co-founder of start-up creating hardware solutions to augment Tablet Computers for specific Enterprise use cases. Oversaw Marketing, Sales and Operations. Gained Seed Funding in March 2013 to supplement initial grant funding from a Tier 1 Wireless Carrier. Introduced Mobelisk Chimera, garnering Laptop Magazine's Best in Show Award at the May 2013 CTIA Show. Chimera is a SmartCase system allowing Enterprises to augment their Tablets to add durability, supplemental battery power and their choice of integrated peripherals like a Magnetic Stripe Reader, Chip & Pin, Laser Barcode Scanner, Biometric Identification and more. Concluded involvement following Venture Capital investment round in March 2014. Show less



Falcon Safety Products

• United States
• Manufacturing
• 1 - 100 Employee

• Executive VP, Marketing and Sales

  • Sep 1990 - Dec 2011

  Led all Sales and Marketing activities of consistently profitable $60 Million marketer/manufacturer of Consumer Electronics, Imaging, Sports and Industrial Safety accessory products. Grew business from 400K to 20MM+ units annually achieving dominant market share via new accounts, broadened sku distribution in existing accounts, new products, and line extensions. Built broad customer base including Mass Merchants, Warehouse Clubs, Specialty Retailers, Grocers and… Show more Led all Sales and Marketing activities of consistently profitable $60 Million marketer/manufacturer of Consumer Electronics, Imaging, Sports and Industrial Safety accessory products. Grew business from 400K to 20MM+ units annually achieving dominant market share via new accounts, broadened sku distribution in existing accounts, new products, and line extensions. Built broad customer base including Mass Merchants, Warehouse Clubs, Specialty Retailers, Grocers and Distributors. Established European logistics and supply chain infrastructure. Managed eight direct employees and over 80 Sales Agents. Show less Led all Sales and Marketing activities of consistently profitable $60 Million marketer/manufacturer of Consumer Electronics, Imaging, Sports and Industrial Safety accessory products. Grew business from 400K to 20MM+ units annually achieving dominant market share via new accounts, broadened sku distribution in existing accounts, new products, and line extensions. Built broad customer base including Mass Merchants, Warehouse Clubs, Specialty Retailers, Grocers and… Show more Led all Sales and Marketing activities of consistently profitable $60 Million marketer/manufacturer of Consumer Electronics, Imaging, Sports and Industrial Safety accessory products. Grew business from 400K to 20MM+ units annually achieving dominant market share via new accounts, broadened sku distribution in existing accounts, new products, and line extensions. Built broad customer base including Mass Merchants, Warehouse Clubs, Specialty Retailers, Grocers and Distributors. Established European logistics and supply chain infrastructure. Managed eight direct employees and over 80 Sales Agents. Show less



Reckitt

• United Kingdom
• Manufacturing
• 700 & Above Employee

• Senior Product Manager

  • Jul 1984 - Jun 1990

  Company then known as L&F Products and a subsidiary of Eastman Kodak. Brand Management of New Products and Established Brands including parts of core Lysol brand franchise. Progressed from Assistant Product Manager to Senior Product Manager during 6 year tenure. Company then known as L&F Products and a subsidiary of Eastman Kodak. Brand Management of New Products and Established Brands including parts of core Lysol brand franchise. Progressed from Assistant Product Manager to Senior Product Manager during 6 year tenure.



Westinghouse Electric Company

• Nuclear Electric Power Generation
• 700 & Above Employee

• Manufacturing Project Engineer

  • Jun 1980 - Aug 1982

  Managed factory automation projects in Puerto Rico, Iceland, and three domestic facilities. Managed factory automation projects in Puerto Rico, Iceland, and three domestic facilities.