Experience

NavMD

• United States
• Software Development
• 1 - 100 Employee

• Managing Partner

  • 2020 - Present

  Overland Park, Kansas, United States Purpose Driven Health Intelligence -- Empowering self-funded businesses with insights to make smarter, more informed decisions.



Benefits Revolution

• Author

  • Jun 2023 - Present

  United States



Klaims.ai

• Managing Partner

  • 2020 - Present

  United States Compliance tools that empowers self-funded employers to meet fiduciary duties, mitigate risk and drive lower costs.



Thrivv Ventures

• Founder & Managing Member

  • 2004 - Present

  Kansas City Metropolitan Area Connecting family offices and investors with high-yield investment opportunities.



UGA Finance

• United States
• Financial Services
• 1 - 100 Employee

• Corporate Advisor

  • 2019 - Present

  Kansas City, Missouri Area UGA Finance’s proprietary technology platform addresses a large and growing opportunity in mobile, online and in-store point of sale finance, driving significant value for our constituents: merchants, banks and consumers. Our efficient go-to-market strategy leverages a B2B2C customer acquisition model resulting in strong recurring revenues, low customer acquisition costs and high merchant retention rates delivering both growth and profitability to our shareholders and investment partners.



Serenus Alternative Fund LP

• Board Member

  • 2020 - Present

  Short-term, high yield, insurance commission advance strategy. Serenus Alternative Fund LP has contracted with multiple specialty lenders within the health insurance space to provide funding to advance future commissions for Producers.



Accelerate - Service Automation App Platform SaaS

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

• Corporate Advisor

  • 2018 - 2020

  Kansas City, Missouri Area The Problem: Too many people across your organization are using disparate systems to do redundant tasks across multiple user interfaces. Every change requires one more request to your development department, and leadership struggles to find visibility into business process metrics. The Solution: Concentrate both the creation and use of workflows in one place where you have the ability to make changes as your business evolves in minutes rather than weeks. The Results: More… Show more The Problem: Too many people across your organization are using disparate systems to do redundant tasks across multiple user interfaces. Every change requires one more request to your development department, and leadership struggles to find visibility into business process metrics. The Solution: Concentrate both the creation and use of workflows in one place where you have the ability to make changes as your business evolves in minutes rather than weeks. The Results: More efficient people, visibility into measuring productivity and lower labor costs. Better Customer Experience Just Got Easier! Show less



Strategic Capital

• United States
• Financial Services
• 1 - 100 Employee

• Chief Revenue & Strategy Officer

  • 2018 - 2020

  Overland Park, Kansas The Trusted Source for Business Capital We’re committed to providing the best experience possible and exploring our vast network of lenders to identify the best funding solutions available to meet your business’ needs. We believe obtaining business capital should be a fast, simple, and secure process; everything we do aligns to strengthen one of those pillars.



Dynamic Logistix

• United States
• Transportation, Logistics, Supply Chain and Storage
• 1 - 100 Employee

• Chief of Corporate Strategy & Innovation

  • 2017 - 2019

  $100 million technology driven 3PL that provides managed TMS solutions for the nation’s leading supply chains. Challenged to develop & execute innovative strategies and technology to drive growth, provide a solid corporate infrastructure and foundation in the core functionality of the business: finance, operations and sales. • Overhauled the finance group to build financial stability and strength for the organization. -Built Credit Policy & Process, negotiated 24%… Show more $100 million technology driven 3PL that provides managed TMS solutions for the nation’s leading supply chains. Challenged to develop & execute innovative strategies and technology to drive growth, provide a solid corporate infrastructure and foundation in the core functionality of the business: finance, operations and sales. • Overhauled the finance group to build financial stability and strength for the organization. -Built Credit Policy & Process, negotiated 24% lower credit insurance rates. -Integrated AP platform to increase the number of invoices processed by the team 400%. -Created Billing & Collections Policy to accelerate the timing of customer invoicing & improve cash flow. -Reduced the claims processing time to 48 hours, improved success rate and customer communication. -Landed federal and state tax incentives & rebates to reduce tax burden for shareholders. • Rebuilt operational processes so teams can be more productive, grow and improve customer experience. -Launched solution for operations team to streamline pricing process; to access the market, review historical data and book shipment with the customer. -Launched User Interface to build carrier relationships, capture truck & lane capacity, share available shipments then digitally match shipments with truck capacity eliminating the use of public load-boards. -Cut LTL costs by 25%, renegotiating blanket pricing with carriers. • Business has grown 300% year-over-year generating almost $100 million in annualized revenues. -Created a marketing engine to generate quality leads, maximize conversion rate and minimize the cost of acquisition. -Fine-tuned the sales process through content automation to increase sales team efficiency and build customer loyalty. -Built a network of lead referral partners with customers in manufacturing, industrial and distribution industries. Show less



5G Capital, LLC

• Financial Services
• 1 - 100 Employee

• Managing Partner

  • 2014 - 2017

  Seeing an emerging market in alternative business funding -- created a business to seize an opportunity, in an exploding segment, to provide much needed capital to help America’s small businesses grow and thrive. A short-term, high-yield fund that generated a 45% IRR investing in small business, commercial real estate and angel investments. • Invested in portfolios with a strong management team, with a platform for full visibility into transactions, technology automation to drive… Show more Seeing an emerging market in alternative business funding -- created a business to seize an opportunity, in an exploding segment, to provide much needed capital to help America’s small businesses grow and thrive. A short-term, high-yield fund that generated a 45% IRR investing in small business, commercial real estate and angel investments. • Invested in portfolios with a strong management team, with a platform for full visibility into transactions, technology automation to drive speed and convenience and documented processes and financial controls. • Provided syndication capital which funded over $150 million in growth capital to small businesses. • Automated underwriting process to deliver a conditional approval in less than 5-seconds. • Targeted small to medium-balance, real estate bridge financing opportunities in large metropolitan areas. • Angel investments in businesses with solid leadership – early stage, equity investments included: EyeVerify, ThinkBig and LightBridge Show less



Miami Nation Enterprises

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

• Group Managing Director

  • 2004 - 2014

  $2 billion/revenue BPO providing services to the nation’s leading financial service brands. For a decade, helped build one of the largest service platforms -- 1,300 smart, dedicated and empowered people, with proven processes, strict compliance and innovative technology to deliver world-class support. • Led executive team managing the strategic priorities for all areas of the business including; talent, training & development, finance, technology, data analytics, QA and… Show more $2 billion/revenue BPO providing services to the nation’s leading financial service brands. For a decade, helped build one of the largest service platforms -- 1,300 smart, dedicated and empowered people, with proven processes, strict compliance and innovative technology to deliver world-class support. • Led executive team managing the strategic priorities for all areas of the business including; talent, training & development, finance, technology, data analytics, QA and compliance. • Revamped recruitment process to find and hire quality contact center talent and created training and development process improving annual turnover rate by 50%. • Built high-volume payment processing platform to handle a transaction every 3/10 of a second. • Pioneered “virtual” collections platform; increased liquidation rate by 3% and lowered cost of recovery by 95%. • Implemented Noble Systems, contact center software platform that handled over 1 million phone calls daily and improved agent productivity by 300%. • Headed compliance & quality assurance team to minimize risk and improve customer loyalty -- 80% of customers renewed their loan and only 1 in 10,000 customers filed a complaint. • Developed business intelligence platform, connected to live data, to display corporate KPI’s. Show less



Sifted

• United States
• Transportation, Logistics, Supply Chain and Storage
• 100 - 200 Employee

• iCEO

  • 2012 - 2013

  Provided the best solutions for the world's leading shippers... changing bottom lines one shipment at a time.



ShareAware

• Founder & CEO

  • 2011 - 2012

  Invested $300k to develop SaaS application that sent alerts to parents with children on social media. Application made peace of mind easy, cost effective and assured for parents with teenagers on social media. Many parents were concerned about online bullying and sexual predators. -- delivered a product to market, were revenue positive before our team discovered that parents, outside affluent areas, were not willing to pay the monthly subscription fee. This was an expensive learning… Show more Invested $300k to develop SaaS application that sent alerts to parents with children on social media. Application made peace of mind easy, cost effective and assured for parents with teenagers on social media. Many parents were concerned about online bullying and sexual predators. -- delivered a product to market, were revenue positive before our team discovered that parents, outside affluent areas, were not willing to pay the monthly subscription fee. This was an expensive learning lesson -- we will hire focus groups to determine market interest before investing time and money into a solution that the masses won’t buy. Show less



Shred-it

• Canada
• Information Services
• 700 & Above Employee

• Partner

  • 2000 - 2004

  Built the largest franchise group in the network servicing Kansas City, Salt Lake City and Boise. We had a strong focus on educating businesses and working with law enforcement and elected officials to better understand the increasing threats of identity theft. One key strategy that sparked explosive growth was targeting "Independent Sales Organizations" that sold products and services into hospitals, banks, law firms and other organizations that handled sensitive data.… Show more Built the largest franchise group in the network servicing Kansas City, Salt Lake City and Boise. We had a strong focus on educating businesses and working with law enforcement and elected officials to better understand the increasing threats of identity theft. One key strategy that sparked explosive growth was targeting "Independent Sales Organizations" that sold products and services into hospitals, banks, law firms and other organizations that handled sensitive data. Because we were an industry leader in identity theft protection were secured multiple national agreements that helped us quickly add profitable revenue. Show less



WM

• United States
• Environmental Services
• 700 & Above Employee

• President

  • 1998 - 2000

  Led major business “turn-around” that increased earnings, to an all-time high, over 22% EBITDA. Built team that accomplished successful tuck-in acquisitions, aggressively cutting costs and improving route and maintenance efficiencies. Negotiated new collective bargaining agreement with the Teamsters that put millions back to the companies bottom-line. Divested company assets to BFI Waste.



DECO Waste Systems

• CEO

  • 1992 - 1998

  Kansas City, Missouri Area Created the business to solve a problem in construction; quickly scaled, sold to Waste Management at a high multiple. Completed against the “big green giant” in Kansas City. Our business charged double the price but saved companies 30-40%. We did it with quick response, recycling rebates and heavy-duty equipment. Our response time lowered labor costs, the equipment we provided reduced pickups and we paid rebates on scrap that had recycling value.



Marine Corps Recruiting

• Armed Forces
• 700 & Above Employee

• Marine Corps Fighter Attack Squadron

  • 1984 - 1990

  Fast. Motivated. Hard-hitting. That's what every business wants to be. And that's why my service in the U.S. Marine Corps has provided me the foundation to excel in every mission, no matter how tough the odds.