Experience

Ephesoft, a Kofax company

• United States
• Software Development
• 1 - 100 Employee

• VP of Corporate Strategy

  • Jan 2021 - 3 years

  Irvine, CA • Create and drive company strategy, collaborating with employees, C-Suite, Board of Directors and investors • Operationalize defined strategy through worldwide alignment, cross-department coordination and detailed tracking • Identify high potential opportunities (assessing customer needs, market trends, macroeconomic environment) and develop framework to build/buy/partner • Lead all capital raise efforts including development of business and financial collateral, management… Show more • Create and drive company strategy, collaborating with employees, C-Suite, Board of Directors and investors • Operationalize defined strategy through worldwide alignment, cross-department coordination and detailed tracking • Identify high potential opportunities (assessing customer needs, market trends, macroeconomic environment) and develop framework to build/buy/partner • Lead all capital raise efforts including development of business and financial collateral, management presentations, due diligence, negotiations, and final closing, managing executives, board of directors, investors, bankers, attorneys, accountants and more • Advise CEO as thought partner on key decisions and obstacles

• GM of Semantik (Incubation Business Unit)

  • Mar 2021 - Mar 2022

• Interim Head of Marketing

  • Apr 2020 - Mar 2021

• Sr. Director of Corporate Strategy

  • Feb 2018 - Apr 2020



Greenwave Systems Inc - Wavely

• United States
• Telecommunications Carriers
• 1 - 100 Employee

• Director of Strategic Projects

  • May 2017 - Jan 2018

  Irvine, California, United States • Supported strategic initiatives related to business strategy, operational efficiency, M&A, capital raise • Provided guidance on new business opportunities including strategic fit, market size, potential growth and financial implications • Helped company double in valuation within one year, reach profitability for the first time, achieve 85%+ gross margins and close a highly publicized acquisition

• Corporate Development Analyst

  • May 2015 - Apr 2017

  • Supported capital raise and M&A processes through research, target identification, financial and commercial due diligence • Developed analytic methodologies, sensitivity analyses and other tools for use in assessment of new business opportunities as well as organizational optimization • Redesigned multiple internal operations for greater efficiency (ex: overhauled revenue forecasting process with improved data collection from reps, automated aggregation of regional data into global… Show more • Supported capital raise and M&A processes through research, target identification, financial and commercial due diligence • Developed analytic methodologies, sensitivity analyses and other tools for use in assessment of new business opportunities as well as organizational optimization • Redesigned multiple internal operations for greater efficiency (ex: overhauled revenue forecasting process with improved data collection from reps, automated aggregation of regional data into global outlook, and use of real-time tools.



Let's Party Traction

• Operations Manager

  • Jun 2013 - Aug 2016

  San Clemente, CA • Explored and developed new products in surf accessories and surf traction technology through collaboration with customers, industry experts, materials engineers and overseas manufacturers • Created quarterly roadmaps, to plan, budget and manage projects for the upcoming year • Restructured operation systems, inventory and manufacturing, and other operations to reduce expenditures by 32%



YPrime

• United States
• Software Development
• 200 - 300 Employee

• Business Analyst (Product Management)

  • Oct 2013 - Jun 2014

  Malvern, PA • Identified and developed functionality for a greater user experience in clinical trials management software • Collaborated with Product, Research and Marketing departments through Agile methods to maximize quality output, minimize roadmap deviations, and ensure timely delivery of objectives • Conducted interviews with clients and subject matter experts to better understand industry needs and improve end-user experience