Chief Executive Officer

• Mar 2023 - Present

Managing Member

• Jan 2021 - Present

Vehicle to make a wide range of passive investments in private real estate, early-stage venture, angel investing including via the Stetson Hatter Angel Network (HAN), debt financing, and private equity funds. Vehicle to make a wide range of passive investments in private real estate, early-stage venture, angel investing including via the Stetson Hatter Angel Network (HAN), debt financing, and private equity funds.

Co-Founder & President

• Mar 2019 - Dec 2022

Chief Operating Officer

• Jan 2018 - Feb 2019

Manager Business Operations - National Security

• Jun 2016 - Dec 2017

• Manage team responsible for the financial health of the C2S program to include invoice management, contract funding monitoring, and financial issue resolution with US Government customers • Implementing automated processes and reporting solutions using AWS-native technology to manage the rapid growth of the National Security business; utilize Tableau to provide analytical and dashbording capabilities • Provide short and long term (one month to ten year) revenue forecasts; oversee… Show more • Manage team responsible for the financial health of the C2S program to include invoice management, contract funding monitoring, and financial issue resolution with US Government customers • Implementing automated processes and reporting solutions using AWS-native technology to manage the rapid growth of the National Security business; utilize Tableau to provide analytical and dashbording capabilities • Provide short and long term (one month to ten year) revenue forecasts; oversee service pricing exercises and participate in pricing strategy discussions for new region launches • Interface with product management and service teams to remediate technical issues within the C2S region • Oversee sales operations to include pipeline management and reporting, sales quota setting, and long-term business planning to include head count and revenue projections Show less • Manage team responsible for the financial health of the C2S program to include invoice management, contract funding monitoring, and financial issue resolution with US Government customers • Implementing automated processes and reporting solutions using AWS-native technology to manage the rapid growth of the National Security business; utilize Tableau to provide analytical and dashbording capabilities • Provide short and long term (one month to ten year) revenue forecasts; oversee… Show more • Manage team responsible for the financial health of the C2S program to include invoice management, contract funding monitoring, and financial issue resolution with US Government customers • Implementing automated processes and reporting solutions using AWS-native technology to manage the rapid growth of the National Security business; utilize Tableau to provide analytical and dashbording capabilities • Provide short and long term (one month to ten year) revenue forecasts; oversee service pricing exercises and participate in pricing strategy discussions for new region launches • Interface with product management and service teams to remediate technical issues within the C2S region • Oversee sales operations to include pipeline management and reporting, sales quota setting, and long-term business planning to include head count and revenue projections Show less

Manager

• Jul 2015 - Jun 2016

Provided process improvement, financial management, communications, strategic planning, and data analytics capabilities to a large IT resource acquisition and applications development organization; led a team that managed the financial health of a portfolio of over 250 IT programs

Senior Associate

• Jan 2011 - Jul 2015

• Conducted a large-scale financial transformation project to restructure the budget of a U.S. Government agency; enhanced ability to defend agency’s Congressional Appropriations Requests • Managed a team that developed a market study and go-to-market strategy for a Fortune 50 telecommunications client; results were used to help facilitate a successful multi-million dollar divesture • Served as an operational effectiveness and financial transformation consultant on a multi-billion dollar… Show more • Conducted a large-scale financial transformation project to restructure the budget of a U.S. Government agency; enhanced ability to defend agency’s Congressional Appropriations Requests • Managed a team that developed a market study and go-to-market strategy for a Fortune 50 telecommunications client; results were used to help facilitate a successful multi-million dollar divesture • Served as an operational effectiveness and financial transformation consultant on a multi-billion dollar IT service management program • Implemented projects to streamline organization’s service delivery model resulting in a 70% decrease in project delivery times, a 32% increase in performance, and a 10% reduction in cost • Established a performance management program within a network operations center to analyze human and system performance; led to 13% improvement in SLA compliance, from 87% to 98% • Led multiple financial process improvement efforts to increase profitability and cash collection

Staff Consultant

• Dec 2008 - Jan 2011

• Served as Deputy Program Manager and Consulting Lead on a large financial transformation engagement to generate $340M in cash and reduce the company’s days sales outstanding (DSO) financial metric by 20 days • Conducted intensive quantitative and qualitative analysis to determine financial and operational drivers that negatively impacted invoicing and cash collection processes • Led enterprise-wide analytics program, deployed a rapid response team, and facilitated executive-level… Show more • Served as Deputy Program Manager and Consulting Lead on a large financial transformation engagement to generate $340M in cash and reduce the company’s days sales outstanding (DSO) financial metric by 20 days • Conducted intensive quantitative and qualitative analysis to determine financial and operational drivers that negatively impacted invoicing and cash collection processes • Led enterprise-wide analytics program, deployed a rapid response team, and facilitated executive-level meetings to resolve financial issues; supervised two team members • Exceeded cash flow and DSO reduction targets; enabled company to initiate quarterly dividend

Associate Consultant

• Jun 2007 - Dec 2008

• Created decision-support cost model that analyzed 254 data elements, 7 major cost drivers, and 15 facility configurations to simulate various production scenarios for a $500M U.S. Army procurement • Led 6 information sharing improvement initiatives to mitigate national security risks and developed methodology that was leveraged on 17 similar workstreams; project funding increased from $2.1M to $2.7M • Developed and authored business solutions and built complex pricing models for the… Show more • Created decision-support cost model that analyzed 254 data elements, 7 major cost drivers, and 15 facility configurations to simulate various production scenarios for a $500M U.S. Army procurement • Led 6 information sharing improvement initiatives to mitigate national security risks and developed methodology that was leveraged on 17 similar workstreams; project funding increased from $2.1M to $2.7M • Developed and authored business solutions and built complex pricing models for the technical and cost volumes of a U.S. Citizenship & Immigration Services (USCIS) solicitation valued at over $1B • Earned North American Public Sector President’s Award in 2010 for Excellence in Process Improvement and in 2008 for Excellence in Client Satisfaction; promoted and progressed twice