Experience

Jewish Federation of Greater Houston

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Chief Financial and Operating Officer

  • Mar 2021 - Present

  Overseeing revamp of operating processes across the board, bringing an 80-year old staple of the philanthropic community, into modern workflow practices. Initiatives include: • partnering with CEO to revamp departmentally siloed culture, in favor of matrixed collaboration • revising entirety of financial data operations, including complete transition of accounting software to expanded reporting capabilities in SAGE Intacct accounting • oversight of two years of audited financials, with unqualified audit opinions on consolidated assets worth approximately $325M • deploying project management methodologies, empowering all staff with appropriate decision-making trust...and accountability • enabling stakeholder-centric workflow, by revisiting all supporting systems, most importantly including replacement of 10-year old CRM system, with an MVP scoped to launch within 9 months of project initiation • during first 11 months, as client-side liaison oversaw all aspects of construction contractor's work to erect new commercial building, shifting from 40-years of history in prior building into open-planned new space Show less



Omnivore Holdings

• United States

• Founder & President

  • 2012 - Present

  Providing executive leadership and strategic business counsel to start-up and emerging companies across multiple sectors and geographies. Select recent and prior engagements include: US Workforce Talent Development – Financial advisory role to founder of K-12 focused middle-skills development organization at inflection point of expanding focus into early adult and dislocated workers, utilizing Success Share Agreements to incentivize a win-win between trainee and funding source. Healthcare SaaS – Assessed healthcare ecosystem to clarify need/positioning of blockchain-enabled identity verification company; readied Beta launch client, which represents 50% of initial focus market (Texas). Online Gaming SaaS – From prototyping to securing provisional IP protection, sought to create unique digital experience for select profile of targeted gamers, with intentional selection and inclusion of female executive and advisory talent. LegalTech SaaS – From initial Proof of Concept to organizational formation and recruitment of fractional CTO for MVP technical development, aimed at creating smarter AI-assisted workflow for corporate and professional service contract lawyers. Senior Advisor | Green Tech Independent Oil & Gas Start-up – retained by entity President to establish operations, business development foundation and platform improvement for this well-funded green tech start-up, launching into domestic US oil and gas sector in 2017. Show less



Protein Matrix, LLC

• United States
• Research Services
• 1 - 100 Employee

• President / COO

  • 2015 - 2017

  Brought in as President/COO, leading the company from initial R&D through commercialization with full accountability for establishing initial operations, production, business development and financing. This company is utilizing a revolutionary plant-based technology to alter the molecular structure of specific substances, with direct applications to energy, wastewater, and environmental sectors. • Oversaw development and supply of specific variant formulations through testing, manufacturing and supply chain for Wastewater/Alternative Energy, Natural Resources and Environmental Restoration verticals • Defined sales and marketing strategies, negotiated strategic partnerships and oversaw select domestic pilots • Led process with internal team and outside counsel for expansion of company’s initial IP claims • Prior to exit, successfully secured lead source for Series A financing Show less



Lighthouse Funds

• India

• Partner / COO / CFO

  • 2004 - 2015

  Helped establish and grow this PE firm into a leading lower-middle market equity funding source. • Concurrently oversaw U.S.-based portfolio while building out India ground team and investment portfolio • Raised two funds over $100M each – India 2020 Fund I & II – each performed at the top of their respective vintages. • Investigated 300+ early stage and growth capital opportunities within first 12 months • Held Board oversight, interim CEO, and other interim operating roles with portfolio companies as required. • Accountable for portfolio growth, operations, fund management, global investor relations, reporting and compliance • Set up HQ in Mauritius and helped manage relations with some of most prominent investors in US, Europe, Middle East and Asia Show less



Autism Speaks

• Non-profit Organizations
• 200 - 300 Employee

• SVP Operations / Senior Advisor

  • Mar 2013 - Dec 2014

  Brought in as a strategic advisor and quickly retained to head this national organization’s entire 80-person field operations group, the primary interface for national giving and local engagement, and responsible for raising over 50% of the organization’s $70M annual budget. • Restructured operations to optimize efficiencies – improved framework, stabilized declining core revenues and helped increase funds raised by 10% within the first year • Introduced operating refinements that significantly improved board relations Show less



PetCareRx Inc

• United States
• Retail
• 1 - 100 Employee

• Board Member

  • 2008 - 2013

  At invitation of Goldman Sachs, joined as Board member and oversaw strategic pivot from reliance on low-margin products toward current “nose-to-tail” approach, including membership program that has significantly increased sales and gross margins. At invitation of Goldman Sachs, joined as Board member and oversaw strategic pivot from reliance on low-margin products toward current “nose-to-tail” approach, including membership program that has significantly increased sales and gross margins.



Linneman Associates

• United States
• Leasing Non-residential Real Estate
• 1 - 100 Employee

• Advisor, Client Lead, and Contributing Editor

  • 2005 - 2012

  A macro-economic and real estate advisory firm headed by its eponymous founder, Peter Linneman, founding chairman of Wharton's Real Estate Department, and NAI Global's Chief Economist. Role consisted of select advisory projects for clients. Served as contributing editor of quarterly publication, with subscriptions from the most well-known investment and real estate development firms globally. Co-led researching and writing "Responsibility For and Performance of Corporate Real Estate Functions", paper published in The Journal of Corporate Real Estate, receiving an "Outstanding Paper" award from the Emerald Literati Network in 2011. Show less



Zero Water Technologies, LLC

• Philadelphia, Pennsylvania, United States

• Board Member

  • 2005 - 2009

  Assisted in early efforts to bring company out of bankruptcy, hire replacement CEO, refocus product development and secure 3rd party manufacturing. Turnaround resulted in highly successful rollout within Target, beating out Britta and other top market competitors. Company acquired for significant multiple above original investment valuation. Assisted in early efforts to bring company out of bankruptcy, hire replacement CEO, refocus product development and secure 3rd party manufacturing. Turnaround resulted in highly successful rollout within Target, beating out Britta and other top market competitors. Company acquired for significant multiple above original investment valuation.



Day Software (acquired by Adobe)

• Basel, Switzerland / Newport Beach, CA

• Director, Operations

  • 2001 - 2002

  Held dual leadership role optimizing and synthesizing multi-country operations for this established enterprise content management software company. Reported directly into the Global CEO and CFO. • Successfully aligned US-European operations, better integrating marketing, communications and sales • Refined an underperforming client delivery model, significantly improving CS scores and bottom line revenues • Directed a full-scale operational analysis and efficiency metric improvement across the enterprise Show less



EncrypTix

• Los Angeles, California

• Lead, Business Development

  • 2000 - 2001

  One of the first recruited into start-up (spinoff of Stamps.com) that pioneered delivery of value-bearing instruments through the internet, secured – using no hardware – with the highest level of government encryption. • As a member of the business development group, focused on building out the financial services vertical • Within first year of operations, secured agreements with some of industry’s then-leading vendors One of the first recruited into start-up (spinoff of Stamps.com) that pioneered delivery of value-bearing instruments through the internet, secured – using no hardware – with the highest level of government encryption. • As a member of the business development group, focused on building out the financial services vertical • Within first year of operations, secured agreements with some of industry’s then-leading vendors



Electronic Data Systems

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Global Markets Task Force / Investment Fund

  • 1996 - 2000

  Selected as Team Lead on a series of exclusive global initiatives designed to expand EDS’ footprint and accelerate top-line growth. Group reported directly to Vice Chairman. Significant initiatives included: • Russian JV: co-led all aspects of new joint venture in Russia, doubling expected EBITDA within first 6 months – negotiated the transaction and worked with partner firm of 800+ staff on all growth opportunities • Investment Fund: recruited to an internal investment group to run the firm’s $1B technology venture fund Show less