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Experience

    • United States
    • Software Development
    • 1 - 100 Employee
    • President
      • Oct 2022 - Present

    • COO
      • May 2016 - Present

      Dallas/Fort Worth Area COO, CFO & General Counsel Responsible for company operations including: creation and implementation of strategic initiatives; hiring and employee on-boarding; financial decision making, fund raising support, budgeting and board reporting; negotiation, drafting and closing of all legal agreements; execution of sales initiatives; and company-wide human resource management. Negotiated and closed major strategic deals with ALD Automotive, Cox Automotive, Meineke, T-Mobile, multiple automotive… Show more COO, CFO & General Counsel Responsible for company operations including: creation and implementation of strategic initiatives; hiring and employee on-boarding; financial decision making, fund raising support, budgeting and board reporting; negotiation, drafting and closing of all legal agreements; execution of sales initiatives; and company-wide human resource management. Negotiated and closed major strategic deals with ALD Automotive, Cox Automotive, Meineke, T-Mobile, multiple automotive OEMs, and Tier One automotive suppliers resulting in substantial financial and operating improvements. Negotiated and closed Series B round of funding with financial and multi-national strategic investors.

    • United States
    • Farming
    • Board Member
      • May 2014 - Jun 2016
    • CFO & General Counsel
      • Aug 2015 - May 2016

      Dallas/Fort Worth Area Responsible for financial board reporting, management of accounting procedures and all legal matters. Performed a 409A valuation and ensured that all company financials complied with GAAP standards. Worked closely with CEO to develop financial and operating KPIs.

    • United States
    • Insurance
    • Managing Partner
      • May 2011 - May 2016

      Founded and ran a venture capital firm backed by two primary LPs for 5 years that focused on investing in early-stage, technology-based businesses that became a leading regional source for capital. Was responsible for sourcing, due-diligence, negotiation and closing all deals. Managed and trained staff members and interns. Served as CFO and General Counsel for two portfolio companies (Yvolver & Phynd) while maintaining managing partner responsibilities.

    • United States
    • Software Development
    • CFO & General Counsel; Co-Founder; Board Member
      • Sep 2013 - Aug 2015

      Developed an idea for a startup, recruited a team, created a company, led a Series A round, and sold the business two years later to a public company (Opera Mediaworks). Created, negotiated and closed all customer contracts – including a revenue share agreement with an international game publisher. Was responsible for financial decision making, board reporting, hiring, and risk management. Managed the company's sale process and negotiated key terms with all parties. Served as an escrow agent… Show more Developed an idea for a startup, recruited a team, created a company, led a Series A round, and sold the business two years later to a public company (Opera Mediaworks). Created, negotiated and closed all customer contracts – including a revenue share agreement with an international game publisher. Was responsible for financial decision making, board reporting, hiring, and risk management. Managed the company's sale process and negotiated key terms with all parties. Served as an escrow agent post sale. Show less

    • United States
    • Venture Capital and Private Equity Principals
    • Programming Chair, 2010-2011 President
      • Jul 2010 - May 2014

      DFW's premier networking organization for technology entrepreneurs and investors. TeXchange's mission is to, "help technology entrepreneurs succeed."

    • Senior Associate
      • Jan 2008 - May 2011
    • United States
    • Farming
    • President/Founder
      • Aug 2004 - Jan 2008

      iTunes meets the stock market.

Education

  • Southern Methodist University - Cox School of Business
    MBA, Finance
    2004 - 2007
  • Southern Methodist University Dedman School of Law
    JD/MBA, Finance/Law
    2003 - 2007
  • Colgate University
    BA, Political Science
    1998 - 2002

Community

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