Experience

Weingarten Associates Pleasanton

• United States
• Financial Services
• 1 - 100 Employee

• Managing Principal

  • Jun 2010 - 13 years 7 months

  Pleasanton, CA Providing due diligence, development advisory & construction management services directly to Clients, and through advisory/ due diligence firms: Hillmann Consulting, AEI, and PACS Inc. Clients are Real Estate Owners & Developers, and Construction Lenders across a wide range of Multi-Family and Commercial project types. • FOR BANKS & LENDERS: Initial Cost Analysis during Loan Review: o Validate Borrower’s Hard & Soft Cost Loan Budgets o Analyze GC Cost Estimate &… Show more Providing due diligence, development advisory & construction management services directly to Clients, and through advisory/ due diligence firms: Hillmann Consulting, AEI, and PACS Inc. Clients are Real Estate Owners & Developers, and Construction Lenders across a wide range of Multi-Family and Commercial project types. • FOR BANKS & LENDERS: Initial Cost Analysis during Loan Review: o Validate Borrower’s Hard & Soft Cost Loan Budgets o Analyze GC Cost Estimate & SOV o Review engineering reports (Geotech, Environmental) o Analyze GC Construction Schedule & Construction Contract o Validate Public Permits, Entitlements, Utility services o Review Consultant qualifications & contracts Monthly Site Visits and Review of Loan Draws and GC Pay Applications: o Attend OAC meetings, Photographs, Meeting Summaries o Verifiy % complete and sufficiency of remaining funding and schedule o Forecast Cost-At-Completion, and Date-Of-Completion • FOR PUBLIC+PRIVATE BUILDING OWNERS: Owner Representative services during Planning, Entitlements, Bidding, Funding, and Close-out: o Same Monthly Services as for Lenders, but for the benefit of Owner, plus o Obtain Public Permits & Entitlements and Utility “Will Serve” commitments o Procure Bids & Proposals from GC's and A+E's and review qualifications o Negotiate & draft Owner contracts with GC and A+E's Owner Rep. services during Construction: o (same services listed above for Lenders, but for the benefit of Owner) plus o Negotiate Change Orders o Coordinate Architect, Engineers o Expedite Public Permits and Utilities o Manage contract close-outs o Prepare Loan Draw Requests WE ALSO PROVIDED PROPTECH SOFTWARE CONSULTING TO • OSIsoft, San Leandro, CA • BuildingIQ, Sydney, Australia • GE Digital, San Ramon, CA • Greensmith Energy Management, Emeryville, CA • Rockwell Automation, Milwaukee, WI • Mitsubishi Electric USA, Cypress, CA Show less



eDiligence

• IT Services and IT Consulting
• 1 - 100 Employee

• CEO, Founder

  • Jun 2019 - 4 years 7 months

  San Francisco Bay Area AI and Machine Learning applied to Construction Finance. Our SaaS solution serves Banks, and Public and Private Owners of building and infrastructure projects. We provide predictions of financial and schedule outcomes before a projects starts during the due diligence phase, and then continuously during the progress of the project. We provide these mission-critical benefits to Banks: - Avoid Defaults & Audits - Avoid Loan Budget Shortfalls - Justify requiring additional… Show more AI and Machine Learning applied to Construction Finance. Our SaaS solution serves Banks, and Public and Private Owners of building and infrastructure projects. We provide predictions of financial and schedule outcomes before a projects starts during the due diligence phase, and then continuously during the progress of the project. We provide these mission-critical benefits to Banks: - Avoid Defaults & Audits - Avoid Loan Budget Shortfalls - Justify requiring additional Borrower Equity during loan underwriting - Comply with Regulators including CECL - Provide advance notice for Borrower Equity Calls during construction - Aggregate loan portfolio forecasts into consolidated Dashboard We provide these mission-critical benefits to Private & Public Project Owners: - Optimize Cost Budgets to ensure timely Funding Approval - Avoid Cost & Schedule Overruns - If Cost & Schedule Overruns are unavoidable, discover them timely for Competitive Bidding - Avoid Project Budget Shortfalls - Aggregate project portfolio forecasts into consolidated Dashboard Show less



Fracta

• United States
• Software Development
• 1 - 100 Employee

• Senior VP of Product & Engineering (contract)

  • Jun 2018 - May 2019

  Redwood City, CA Fracta is market leader in Infrastructure Investment Optimization software. Replacing critical infrastructure in America's water supply alone is a $1 trillion problem. Fracta brings AI and ML to Infrastructure. We take a Risk-Based Approach that identifies High-Risk Assets, Consequences of Inaction, and builds strong quantified cases for Action, guided by Optimization of Capital Expenditures. Joel's achievements: - Redefined Product Strategy, Messaging & Positioning, and… Show more Fracta is market leader in Infrastructure Investment Optimization software. Replacing critical infrastructure in America's water supply alone is a $1 trillion problem. Fracta brings AI and ML to Infrastructure. We take a Risk-Based Approach that identifies High-Risk Assets, Consequences of Inaction, and builds strong quantified cases for Action, guided by Optimization of Capital Expenditures. Joel's achievements: - Redefined Product Strategy, Messaging & Positioning, and Value Proposition. - Envisioned & defined products for a Solution Suite, reinventing how utility companies work. - included were 2 new applications created from scratch: Consequence of Failure, and Job Planner. - Manage a team of 15 employees and consultants. - Introduced Agile Scrum software delivery method. - Overhauled Product Roadmap, balancing enhancement of existing products vs. building new ones. - Implemented method for estimating Level of Effort/ Resource Allocation for Engineering. - Evaluated and reassigned team members to highest and best use of their talents. - Conceived and defined three new solutions for water and electric utilities industries. - Recruited new product managers, data scientists, software engineers, UX designers, UI developers. - Managed UX/ UI facelift. - Oversaw filing of US and International Patents. - Oversaw the integration with the world leader GIS solution provider (Esri Inc) - Procured and managed SOC2 and ISO-27001 compliance. - Directly helped close many new deals. Show less



Wärtsilä Energy

• Finland
• Mechanical Or Industrial Engineering
• 400 - 500 Employee

• VP of Product Management (contract)

  • Dec 2015 - Sep 2016

  Emeryville, CA. and Herndon, VA. Greensmith provides industry-leading predictive optimization and control software for energy storage systems, ranging from medium size for commercial buildings, to grid scale. This was an interim role within Greensmith. Was retained to achieve - and accomplished - these objectives: - Author Product Business Plan/ Design/ Launch the new Greensmith Omni4 system. This is the packaged pre-engineered pre-integrated energy storage solution for Commercial, Industrial and… Show more Greensmith provides industry-leading predictive optimization and control software for energy storage systems, ranging from medium size for commercial buildings, to grid scale. This was an interim role within Greensmith. Was retained to achieve - and accomplished - these objectives: - Author Product Business Plan/ Design/ Launch the new Greensmith Omni4 system. This is the packaged pre-engineered pre-integrated energy storage solution for Commercial, Industrial and Institutional facilities that includes embedded software for predictive optimization and control. - Manage a complete overhaul of the software User Experience (UX) and User Interface (UI). Includes sourcing, vetting and contracting a world-class UX consulting firm. - Co-define algorithm, UI, and reporting for new Demand Charge Management software app. - Redefine Product Positioning & Messaging. Included revising and publishing internal product knowledge base consisting of: Product Roadmap, Application Specs, Competitive Intelligence, Product Demo, Installed Customer Base, and Enhancement Requests. Show less



GE Grid Solutions

• France
• Electric Power Transmission, Control, and Distribution
• 700 & Above Employee

• Product Line Leader, Grid IQ Insight

  • Nov 2013 - May 2015

  San Ramon, CA General Manager of the Grid IQ Insight product line which provides predictive data-science based intelligence for utility companies globally. The smart grid solution leverages the GE Predix big data IoT platform, and embeds data science and math algorithms to provide actionable predictive analytics. Job function includes directing software product management/ marketing; and guiding engineering, business development, and sales. Engagement ended as a result of the GE-Alstom Grid… Show more General Manager of the Grid IQ Insight product line which provides predictive data-science based intelligence for utility companies globally. The smart grid solution leverages the GE Predix big data IoT platform, and embeds data science and math algorithms to provide actionable predictive analytics. Job function includes directing software product management/ marketing; and guiding engineering, business development, and sales. Engagement ended as a result of the GE-Alstom Grid merger. Accomplishments: - Delivered in 18 months the first production-ready system with minimal cost after 4 years of previous unfulfilled effort prior to my arrival. - Arranged for and executed major pilots at major US electric utility. - Reworked existing Product Strategy and Product Roadmap - Justified capital R&D budget, and sourced the needed resources for Engineering/ QA/ UX, Data Science, Product Management, Subject Matter Experts, and Business Analysts. - Instrumental in creation of $50 million sales pipeline. - Assisted GE Ventures with due diligence in their strategic funding of related and complimentary independent software vendors (ISV's). Show less



BuildingIQ, Inc.

• United States
• Software Development
• 1 - 100 Employee

• VP of Products (under contract)

  • Oct 2010 - Sep 2013

  San Mateo, CA BuildingIQ is a leader in predictive optimization software for data science-driven energy efficiency for commercial and institutional fleets of buildings. Managed all software product management, product marketing, and product strategy for the company. In 2012 was also VP of Engineering as well, bringing in and implementing Agile in a previously non-Agile shop. Accomplishments: - Expanded adoption of BuildingIQ's solution into healthcare and university markets. - Instrumental… Show more BuildingIQ is a leader in predictive optimization software for data science-driven energy efficiency for commercial and institutional fleets of buildings. Managed all software product management, product marketing, and product strategy for the company. In 2012 was also VP of Engineering as well, bringing in and implementing Agile in a previously non-Agile shop. Accomplishments: - Expanded adoption of BuildingIQ's solution into healthcare and university markets. - Instrumental in closing $9m VC funding that included Siemens and Schneider Electric. - Initiated deals with Calif State University system and Kaiser Permanente healthcare. - Definition and release of fully configurable BuildingIQ flagship solution. - Creation of (and initiator of) data-science based Measurement+Verification (M+V) module; Tariff Rate engine; and embedded best-of-breed Business Intelligence (BI) module. - Definition of Automated Fault Detection solution. Show less



EnerNOC

• United States
• IT Services and IT Consulting
• 100 - 200 Employee

• Director of Product Management

  • Mar 2009 - Jun 2010

  San Francisco, CA Led software product management for EfficiencySMART, a SaaS solution suite with analytic/ BI capabilities that combine data mining with trend analysis on big data sets. UI consisted of data presentment via executive and operational dashboards (extranets). Accomplishments: - Instrumental in winning the $10 million energy software contract with State of Massachusetts DOER. 'Product Owner' in the Agile scrum method of product development. - Led product management of modules that… Show more Led software product management for EfficiencySMART, a SaaS solution suite with analytic/ BI capabilities that combine data mining with trend analysis on big data sets. UI consisted of data presentment via executive and operational dashboards (extranets). Accomplishments: - Instrumental in winning the $10 million energy software contract with State of Massachusetts DOER. 'Product Owner' in the Agile scrum method of product development. - Led product management of modules that transformed what was a labor-intensive process by the EnerNOC Energy Efficiency analytic team (managed service group) into an automated one. - Creation of (and initiator) of campus-wide/ portfolio-wide view of energy usage and demand, including key metrics measured by dollars, kilowatts, and kilowatt hours; by building use type. Show less



NextHorizon Development; Europa Group

• Partner (NextHorizon); CEO (Europa)

  • Oct 2004 - Dec 2008

  Pleasanton, CA Co-founded and managed these companies as part of an extended sabbatical from software, during which time I also designed and managed the construction of our family home in Pleasanton. - NextHorizon Development LLC invested in mixed-use projects in downtown areas across the west. By their use, location, target market, and design, these projects have vastly reduced carbon footprints and are showcases for renewable energy & green building. - Europa Group provided development strategy &… Show more Co-founded and managed these companies as part of an extended sabbatical from software, during which time I also designed and managed the construction of our family home in Pleasanton. - NextHorizon Development LLC invested in mixed-use projects in downtown areas across the west. By their use, location, target market, and design, these projects have vastly reduced carbon footprints and are showcases for renewable energy & green building. - Europa Group provided development strategy & infrastructure planning for large projects. Show less



IBM

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• SVP of Products

  • Feb 2003 - Oct 2004

  San Carlos, CA Worked here for DemandTec which was acquired by IBM. Managed the Products Group, which consolidated inbound product management, outbound product marketing, and data science. For a time also ran Corporate Marketing. This group created the roadmap for the products that would eventually take the company public. Accomplishments: - Expanded product capabilities of the Pricing Optimization application so that it could be effectively used by Safeway, Best Buy, Radio Shack, and other large… Show more Worked here for DemandTec which was acquired by IBM. Managed the Products Group, which consolidated inbound product management, outbound product marketing, and data science. For a time also ran Corporate Marketing. This group created the roadmap for the products that would eventually take the company public. Accomplishments: - Expanded product capabilities of the Pricing Optimization application so that it could be effectively used by Safeway, Best Buy, Radio Shack, and other large retailers. - Expanded the product suite to provide an Marketing & Promotions application usable by consumer manufacturers such as Procter&Gamble. Show less



SAP BusinessObjects

• United States
• Software Development
• 700 & Above Employee

• VP & General Manager, Extranet Business Unit

  • Feb 2001 - Feb 2003

  San Jose, CA Worked here for Business Objects which merged with/ was acquired by SAP. The Business Objects Extranet Global Business Unit was a multi-functional global team that consisted of product marketing, professional services, software development, product management, sales, presales. Due to the unit's overperformance, the Business Objects experienced prolonged accelerated revenue and share price growth. Accomplishments: - Owned P&L. Grew top line revenue from $59 million to $100… Show more Worked here for Business Objects which merged with/ was acquired by SAP. The Business Objects Extranet Global Business Unit was a multi-functional global team that consisted of product marketing, professional services, software development, product management, sales, presales. Due to the unit's overperformance, the Business Objects experienced prolonged accelerated revenue and share price growth. Accomplishments: - Owned P&L. Grew top line revenue from $59 million to $100 million. - Expanded the mainstream global customer base into telecom, financial services, and healthcare. - Created roadmap and strategy for packaged analytic applications. - Trained sales forces in North America and Europe to be self-sufficient in selling these solutions. Show less



IBM

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• VP Applications + Product Marketing

  • Nov 1999 - Feb 2001

  Mt. View, CA Worked here for AlphaBlox which was acquired by IBM. Ran product marketing, and was strategist for packaged analytic apps for B2B exchanges.



Oracle

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Sr. Director, Product Management

  • Dec 1996 - Nov 1999

  Redwood Shores, CA Part of a global business unit which built and sold vertical and mainstream applications, database, and infrastructure into telecom and utility companies worldwide. Helped build unit's products team from zero and co-directed product management of new vertical apps. In late 1999, as did a half-million other tech employees, I resigned to join a B2B exchange/ dot-com startup.



PeopleSoft, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Product Strategy Manager

  • 1993 - 1996

  Pleasanton, CA Was the original visionary for Peoplesoft Projects, a financial software system for project-oriented companies and business units, which became an instant best seller. Instrumental in the product's license revenue stream growth from zero to $100 million. Pioneered the integration with Primavera P3 and Microsoft Project. Pilot customers included McDonnell-Douglas and Detroit Edison. I resigned in order to join the first-ever industry product development division at Oracle.