Experience

ScaleWith

• United States
• Software Development
• 1 - 100 Employee

• Chief Financial Officer

  • Jul 2021 - Present

  ScaleWith is a market-making SaaS technology company that embeds social impact funding into B2B and B2G transactions. By using ScaleWith, customers can increase win rates, secure customer renewals, preserve pricing, and improve win-backs by providing differentiated business and societal value. ScaleWith customers redeploy underperforming and unused corporate customer acquisition and retention budgets (e.g. sales incentives, discounts, rebates, training, sponsorships, events, and advertising) into social impact incentives that can be embedded into B2B and B2G transactions. Show less



Coventina Foundation

• Capital Markets

• Council CFO

  • Jan 2020 - Present

  Building Unbreakable and Resilient Economic Infrastructure for a Regenerative World. Our natural world is a complex, adaptive system, a resilient system whose design principles have been tested by billions of years of evolution and change. Our mission is to re-align our social and economic structures with the principles of nature, to ensure a thriving planet. Building Unbreakable and Resilient Economic Infrastructure for a Regenerative World. Our natural world is a complex, adaptive system, a resilient system whose design principles have been tested by billions of years of evolution and change. Our mission is to re-align our social and economic structures with the principles of nature, to ensure a thriving planet.



GET HELP®

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Chief Financial Officer

  • Aug 2018 - May 2022

  GET HELP is a human and data-driven central solution that helps the helpers do their jobs more effectively and efficiently, improving access to services to those in need, and raising the standard for accountability. GET HELP is a human and data-driven central solution that helps the helpers do their jobs more effectively and efficiently, improving access to services to those in need, and raising the standard for accountability.



Integrated Management Consulting

• United States
• Business Consulting and Services

• Founder and CEO

  • 2007 - Jan 2022

  Strategic and financial consulting to a broad range of industries: - Technology (SaaS, PaaS, ERP, MMOG) - Impact / Sustainability (accelerators, incubators, innovation) - Film and media (distribution, production) - Manufacturing and production (airframe, food, textile) - E-commerce and retail (entertainment, grocery, wellness) Strategic and financial consulting to a broad range of industries: - Technology (SaaS, PaaS, ERP, MMOG) - Impact / Sustainability (accelerators, incubators, innovation) - Film and media (distribution, production) - Manufacturing and production (airframe, food, textile) - E-commerce and retail (entertainment, grocery, wellness)



Rezonant1, Inc.

• Greater Los Angeles Area

• Fractional CFO

  • Jan 2015 - Jul 2021

  Rezonant1, Inc. are the creators of Relationship A.I., a powerful relationship navigation toolset and LOVE TV, a subscription-based digital media brand targeting millennials seeking day-to-day help with relationships. The freemium model provides rich and relevant content leading to premium subscription services that provide access to expert advice, instructional content, private community, and live events. Rezonant1, Inc. are the creators of Relationship A.I., a powerful relationship navigation toolset and LOVE TV, a subscription-based digital media brand targeting millennials seeking day-to-day help with relationships. The freemium model provides rich and relevant content leading to premium subscription services that provide access to expert advice, instructional content, private community, and live events.



ALIST Solutions

• United States
• Advertising Services
• 1 - 100 Employee

• Fractional CFO

  • Jan 2016 - Aug 2018

  Supported the evolution of the ALIST Calendar technology to move toward the founder's vision of an ALISTHUB that allows for collaborative influence across influencer's existing networks in the promotion of events. Supported the evolution of the ALIST Calendar technology to move toward the founder's vision of an ALISTHUB that allows for collaborative influence across influencer's existing networks in the promotion of events.



E L E V A T E studios

• Media Production
• 1 - 100 Employee

• Fractional CFO

  • Aug 2009 - Nov 2012

  Boutique film studio aimed at producing filmed works of art that make us feel good about being human. Portfolio includes feature films, network TV specials, commercials, and music videos for multi-platinum artists. www.elevate.us Boutique film studio aimed at producing filmed works of art that make us feel good about being human. Portfolio includes feature films, network TV specials, commercials, and music videos for multi-platinum artists. www.elevate.us



CBS

• United States
• Entertainment Providers
• 700 & Above Employee

• Co-Founder and Chief Financial Officer

  • 2001 - 2006

  As the founding COO and CFO for EcoMedia was instrumental in securing early stage and growth capital for this cutting-edge national environmental media company. Created the business model, structured the capital, and scaled the business to 40 employees. Awarded US Conference of Mayors Award for Excellence in Public Private Partnerships. Acquired by CBS Corporation in 2010. As the founding COO and CFO for EcoMedia was instrumental in securing early stage and growth capital for this cutting-edge national environmental media company. Created the business model, structured the capital, and scaled the business to 40 employees. Awarded US Conference of Mayors Award for Excellence in Public Private Partnerships. Acquired by CBS Corporation in 2010.



Morgan Adams / Adams O'Connell

• Los Angeles, CA

• Managing Director

  • 1999 - 2001

  Maximized the assets of several high net worth families in Southern California. Honed finance expertise in several areas, including entity structuring, policy formulation, capital structuring, and financial reporting. Maximized the assets of several high net worth families in Southern California. Honed finance expertise in several areas, including entity structuring, policy formulation, capital structuring, and financial reporting.



International Video Production Services

• Torrance, CA

• Director of Finance

  • 1997 - 1999

  Provided financial management and budget development for corporate film production and large-scale event production. Provided financial management and budget development for corporate film production and large-scale event production.



Craig Tools

• El Segundo, CA

• Director of Finance

  • 1995 - 1997

  Implemented JobBoss ERP (acquired by Sage PLC) for this multinational rotary cutting tool manufacturer. Completed ISO 9001 Certification. Structured UK manufacturing presence to accompany long-standing sales office. Implemented JobBoss ERP (acquired by Sage PLC) for this multinational rotary cutting tool manufacturer. Completed ISO 9001 Certification. Structured UK manufacturing presence to accompany long-standing sales office.



Blockbuster

• United States
• Retail
• 700 & Above Employee

• Regional Trainer/Analyst

  • 1990 - 1995

  Awarded Executive of the Year for designing and rolling out a corporate-wide cost reduction program resulting in over $100MM in savings in the first year of rollout. Awarded Executive of the Year for designing and rolling out a corporate-wide cost reduction program resulting in over $100MM in savings in the first year of rollout.