Experience

Incantio

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

• Chief Operating Officer

  • Oct 2023 - Present

  United States



Cure Clinical

• United States
• Market Research

• Chief Operating Officer

  • Aug 2023 - Present

  Philadelphia, Pennsylvania, United States Working to bring together the team and creating the conditions for a successful company launch. Our Site Search database and analytics services help our clients make informed decisions in the research landscape.



Stake

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

• Chief Operating Officer

  • Mar 2020 - Oct 2022

  • Led the operations and scaled a fintech startup company. Responsibilities included: strategy, roadmaps, P&L, business development modeling, regulatory compliance, SOC 2, financial management, data analytics, risk management, policies, processes, HR, hiring, organizational development, relationship building, and supervised team of 20. • Headed the closing of the series seed and series A funding. • Drove the SOC 2 process to meet compliance and financial standards involving internal… Show more • Led the operations and scaled a fintech startup company. Responsibilities included: strategy, roadmaps, P&L, business development modeling, regulatory compliance, SOC 2, financial management, data analytics, risk management, policies, processes, HR, hiring, organizational development, relationship building, and supervised team of 20. • Headed the closing of the series seed and series A funding. • Drove the SOC 2 process to meet compliance and financial standards involving internal controls, cybersecurity, infrastructure, physical security, financial and access control, and employee vetting. Results had the company awarded the SOC 2 Type 2 certification. • Established and executed the business strategy, roadmaps, operations, and infrastructure that scaled the company with B2B and B2C customers. • Built influential relationships as a trusted advisor. • Led the HR and finance functions including recruiting, hiring, onboarding, talent management, benefits, payroll, employee relations, accounting, and oversaw the outside CPA firm. Show less



Emerald City Attorney Network, PLLC

• United States
• Legal Services

• Managing Director

  • Jun 2018 - Dec 2019

  Seattle, Washington • Developed the business infrastructure and operations for a niche firm that provided customers with temporary experts and attorneys to perform the needed work. • Provided financial leadership establishing backend accounting and financial systems to quickly collect accounts receivables.



Littler Mendelson

• United States
• Investment Management

• Program Director

  • Oct 2013 - Jan 2015

  Established a trusted advisor relationship with clients promoting the company’s legal data analytics software product that resulted in risk mitigation and lower expenses.



Linea Photosharing

• United States

• Managing Director

  • Sep 2011 - Oct 2013

  Greater Seattle Area • Built out the business model, strategy, and roadmap, launching and scaling new startup. • Sourced and vetted prospective Fortune 500 companies to establish a partnership. • Managed accounting systems, payroll, multi-state sales tax compliance, plus filed federal, state, local tax, and financial reporting.