Experience

Customer Marketing Group, Inc.

• United States
• Consumer Goods
• 1 - 100 Employee

• President & COO

  • Jun 2019 - Present

  Quant based rigor & modeling expertise combined with executional application to co-own superior client results. • For more than 25 years, Customer Marketing Group (CMG) has helped leading and emerging consumer packaged goods brands maximize the efficiency and effectiveness of their retail customer trade marketing investments. • Our team of data scientists and CPG executives combine exceptional analytical rigor with real world industry experience to deliver on the complex task of optimizing all retailer related activity and spending for CPG brands. • Software, data, reports and dashboards do not solve problems and create value. Experts who know how to use them do. Contact us to learn how. CustomerMarketingGroup.com



Forward Foods LLC

• San Francisco Bay Area

• President & CEO

  • Sep 2006 - Mar 2019

  Emigrant Capital Private Equity acquisition. Forward Foods manufactures and markets high-protein, nutrition, energy, meal replacement bars and drinks including the Detour brand. www.detourbar.com • Led 100%+ turnaround in sales after correcting a flawed acquisition. Secured a significant settlement from seller, due to misrepresentations of sales and profit during buyout. • Best-in-class: Named #1 by Men’s Health Magazine in 2007, 2016 and 2017 for the best tasting, highest quality protein bar. • Supply chain strategy resulted in gross margin improvement, from 13% to 29%; “Best-in-Class” supply chain operational delivery of 97%+ for on-time & complete delivery; increased retail door count from ~26,000 to ~56,000, including blue chip accounts Costco International, Sam’s Club, BJ’s, Kroger, Walmart, Wegmans, 7-Eleven, Circle K and Amazon.com.



Healthy Food Holdings, Inc

• Boulder, Colorado, United States

• Senior Vice President Marketing and Strategic Planning

  • Sep 2005 - Sep 2006

  L. Catterton Partners Private Equity-operated holding company of branded, "better-for-you" foods. Healthy Food Holdings, Inc. made strategic investments in high-quality food companies focused on healthy, natural products. Recruited as founding executive team member. Accountable for strategic planning, marketing and go-to-market execution. Parted with company due to opportunity at Forward Foods LLC. - Developed retail expansion and new product pipeline for business growth from $60M to $100M by 2012, paving way for acquisition by Danone S.A. - Led sales and marketing due diligence for the acquisition of YoFarm Yogurt Inc. (www.yocrunch.com).



Zola Beverage

• San Francisco, California, United States

• CEO and then Chairman

  • Apr 2003 - Aug 2006

  Start-up team member, developed strategy, raised capital and launched product. Expanded from 10 to 3,000 retail doors. Laid foundation for sales that reached $16M in 2016. Guided founder to be President. www.livezola.com Start-up team member, developed strategy, raised capital and launched product. Expanded from 10 to 3,000 retail doors. Laid foundation for sales that reached $16M in 2016. Guided founder to be President. www.livezola.com



Customer Marketing Group, Inc.

• United States
• Consumer Goods
• 1 - 100 Employee

• Principal Consultant

  • Aug 2002 - Jul 2005

  • Quant based rigor combined with executional application to co-own client results • Built client base of CPG companies Nestle / Dreyer’s Grand Ice Cream, Clif Bar, Zola Beverage, Thai Kitchen, Weston Presidio Private Equity, L. Catterton Private Equity, Oryx Capital PE and Perfetti Van Melle Global Confectioner. • Quant based rigor combined with executional application to co-own client results • Built client base of CPG companies Nestle / Dreyer’s Grand Ice Cream, Clif Bar, Zola Beverage, Thai Kitchen, Weston Presidio Private Equity, L. Catterton Private Equity, Oryx Capital PE and Perfetti Van Melle Global Confectioner.



Certive Corporation

• IT Services and IT Consulting

• Vice President Marketing

  • Jan 2000 - Jul 2002

  A venture capital backed information technology start-up. Founding team member. Entrepreneurial career pivot as an Executive in Residence with Crosspoint Venture Partners. A venture capital backed information technology start-up. Founding team member. Entrepreneurial career pivot as an Executive in Residence with Crosspoint Venture Partners.



RR Donnelley

• United States
• Advertising Services
• 700 & Above Employee

• Senior Vice President Marketing, Strategy and Business Development

  • Jul 1998 - Jan 2000

  Led turnaround of the $700M, 6,000-employee Book Publishing Services business unit (NYSE: DNY). Owned strategy formulation, operational plans and performance deliverables of the business unit. • Formulated new performance metrics approach that led to growth of $38M (+4%) and EBIT of +$66M or 201%. Led turnaround of the $700M, 6,000-employee Book Publishing Services business unit (NYSE: DNY). Owned strategy formulation, operational plans and performance deliverables of the business unit. • Formulated new performance metrics approach that led to growth of $38M (+4%) and EBIT of +$66M or 201%.



HUHTAMAKI AMERICAS, INC.

• United States
• Packaging and Containers Manufacturing
• 1 - 100 Employee

• Vice President Marketing, Strategy and R&D

  • Jan 1995 - Jul 1998

  Member of executive turnaround team of this (NASDAQ) $275M food packaging systems manufacturer. Originally the Sealright Packaging Co. A Nasdaq company. Sold to Huhtamaki, Finland, in 1998. • Led portfolio strategy recommendation that prioritized efforts from participating in 15 markets to winning in 4. • Built strategic partnerships, securing two sole source global supply agreements with Coca-Cola and McDonalds Inc. • Increased commercialized offerings 200% from implementation of Stage Gate R&D process.



PepsiCo

• United States
• Food and Beverage Services
• 700 & Above Employee

• Director of Marketing

  • Jul 1989 - Jan 1995