Experience

Woodward Angels
• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee
• Member

  • Jul 2019 - Present

Michigan Angel Fund
• Financial Services
• Member

  • Jun 2019 - Present

Circadian Risk Inc.
• United States
• Security and Investigations
• 1 - 100 Employee
• Board Observer

  • Oct 2021 - Aug 2023


Baron Consulting

• United States
• Financial Services
• 1 - 100 Employee

• Consultant/Advisor

  • Feb 2019 - Nov 2022

  Perform Management Consulting Services in Cybersecurity, Technology Development, Sales and Marketing, Strategy Development, and General Management. Perform Management Consulting Services in Cybersecurity, Technology Development, Sales and Marketing, Strategy Development, and General Management.



connectTMA

• United States
• Legal Services
• 1 - 100 Employee

• Co-Founder and Head of Strategy

  • Apr 2020 - Sep 2022

  As head of strategy, use extensive knowledge of marketplace trends and technological disruptions and toolsets, to provide critical perspective on the launch and future direction and evolution of Make the Connection, Inc. and its product portfolio, including the Connect to My Attorney (CTMA www.connectTMA.com) product, working with our functional teams, customers, prospects and partners. Drive thought leadership, strategic direction, and innovation into our products and services and across the Legal Marketplace. Provide all functional areas with direction on the product roadmaps with a wide range of validated external data to ensure the product feature set meets the company’s future vision. As head of strategy, ensure that direction is continually reality tested – not beyond the scope Make the Connection Inc.’s financial means or ability to develop from a technology perspective, and is valued by the Legal market. Also, ensure that Make the Connection’s intellectual property value is maximized in the marketplace. Show less



Thomson Reuters

• Canada
• Software Development
• 700 & Above Employee

• Managing Director, Professional Segment, Tax & Accounting

  • Aug 1998 - Dec 2018

  As Managing Director of the Professional Segment in Thomson Reuters Tax & Accounting, was responsible for all aspects of a business that developed, serviced, and supported professional accounting, tax compliance, practice management, and payroll software, as well as technology infrastructure serving the professional accounting market - primarily CPAs and Chartered Accountants, internationally. The segment also developed and marketed a suite of products and services for the Small Business Market (SMBs). In this role participated as a member of the Thomson Reuters Tax & Accounting Operating Committee, served as the representative of the Tax & Accounting business with the Internal Revenue Service (IRS), and was the Tax & Accounting Security and Privacy executive leader and in addition was President of CSCC, a service bureau payroll business (DBA myPay Solutions), that was formed in 2004 as a separate unit within the Thomson Reuters Corporation. While managing Director as the leader driving Professional Segment business, grew the Segment from approximately $45MM in revenue to over $450MM, and with both exceptional revenue and profitability every single year. Also accomplished over 20 acquisitions that allowed for rapid regional U.S. and international expansion. As the technology visionary, also drove the development of several products that were industry "firsts", establishing the segment as the clear technology leader: (e.g., Document management systems specific for the accounting profession, personal client portals, and Online (SaaS) full suite offerings for accounting firms, offered starting in 1999.) Show less



Creative Solutions Software Corporation

• Vice President , Technology Development

  • Jan 1993 - Aug 1998

• Senior Manager, Technology Development

  • Aug 1992 - Jan 1993


CCH Tax & Accounting
• Vice President, R&D and Western Regional Training & Support

  • 1985 - 1992