Experience

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  EBT Inc.

  • Marin County, California

  • CEO

    • Oct 2014 - Present
    • Marin County, California

    Work with Founder, Laurel Mellin, PhD, who developed emotional brain training (EBT), a neuroscience-based program that addresses stress-related health problems. This health care early stage company has built a cost effective technology solution to provide support to individuals for common emotional problems, such as obesity, stress, depression, anxiety and behavioral health. The company offers subscription based programs for self guided or group services featuring live group connections with certified providers and a live group Zoom sessions with Dr. Mellin.

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  Venture Consulting Corp

  • San Francisco Bay Area

  • Founding Partner | Corporate Consultant

    • Jan 1980 - Present
    • San Francisco Bay Area

    Established firm to provide consulting services to small businesses, venture capital and financial services companies. From 1982 to 1985, the firm was associated with First Interstate Bancorp to provide consulting and investment banking services to bank customers. In 1985, VCC became one of the general partners in the formation of McBain, Rose Partners (see below). Other past investments and consulting projects include:• Wilmington Trust – Work with Wealth Advisory Services Group to formulate a market plan for Southern California and support the implementation of business development initiatives.• Get Ahead Learning, LLC – Formed company to develop and market an educational software product that provides assessment and tutorial programs in Math for Grades 3-8. Currently 10,000 students in 100 schools are improving their math skills using Get Ahead Math.• Claremont Graduate University – Assisted in the formation of the new School of Community and Global Health by overseeing the implementation of the program and developing fund raising strategies to support the work of the School. Currently serve on the School’s Board of Advisors.

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  Children's Hospital Los Angeles

  • Greater Los Angeles Area

  • Board of Trustees-1988-Present | Honorary Board Chair 2006-Present | Co-Chairman 1999–2006

    • 1988 - Present
    • Greater Los Angeles Area

    Served as Co-Chairman of the Board of Trustees consisting of 60 members with fiduciary responsibilities for governance and fund raising. Also chaired the $500 Million “Living Proof” Capital Campaign. CHLA, an academic medical center affiliated with Keck School of Medicine – University of Southern California. CHLA has an annual budget of $400 million, employs 3,000 full-time employees and has 300,000 patient visits per year. The hospital has an endowment of nearly $500 mm and total assets of over $1 billion. As a Board Member for 18 years, held the following positions: Chair (Co-Chair) 1999–2006; Vice Chair 1996–1999; Chair, Strategic Planning Committee 1991–1996; Co-Chair - $500 million “Living Proof” Capital Campaign 2000–2006. Honorary Board Member 2006-Present.Key accomplishments:• Restructured Board of Trustees by combining Board of Directors (Governance) with Board of Regents (Fund Raising) to form unified Board.• Recruited new members of Board of Trustees and initiated a comprehensive Trustee performance evaluation with clearly articulated expectations to Trustees.• Spearheaded the planning of successful capital campaign and setting an aggressive goal of $500 million. Actively participated in solicitation and acquisition of several major gifts (over $25 million) and initiated the First Families Program. Campaign has raised over $1 billion since inception in 2000.• Played significant role in recruiting key individuals for physician leadership (Chief of Pediatrics, Chief of Surgery) and executive management positions (CEO, VP Development, VP Communications).• Oversaw the planning and building of three major facilities (Surgery Center, Research Institute, and New Hospital Building) and the implementation of a state of the art Information Technology System.• Negotiated a Cooperative Agreement with academic partner, University of Southern California.

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  New York Life (McMorgan) Family of Funds

  • San Francisco Bay Area

  • Independent Trustee

    • 1993 - 2007
    • San Francisco Bay Area

    (Actual Dates: 1993-2007)McMorgan Funds was a San Francisco-based mutual fund complex that primarily serves the small accounts of the money management firm of McMorgan and Company (total assets under management: $18 billion). The funds included Principle Preservation Fund (Money Market), Fixed Income Fund (2), High Yield Fund, Balanced Fund (60% equity, 40% fixed), Equity Fund. Total assets: approximately $800 million.As an independent Trustee since the Funds’ inception in 1994, served on the Audit Committee and as Chair the Governance and Compensation Committee. The Trustees met in person quarterly and conducted telephonic meetings at least six times per year as needed.In 2007, the Funds were merged into the New York Life Family of Funds.

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  McBain Rose Partners

  • Greater Los Angeles Area

  • Founding Partner | PRIVATE EQUITY | INVESTMENT MANAGEMENT

    • Jan 1984 - Dec 1998
    • Greater Los Angeles Area

    Founding partner of private equity investment firm specializing in the acquisition of middle market companies ($20-$100 million in sales).• Acquired 6 manufacturing firms• Invested $12 mm in equity partnerships• Returned $101 mm to investors• Total value of transactions (bought and sold): $350 mm• Reviewed over 100 acquisition opportunities in detail• Served as Board Chairman or Vice Chairman of all companies• Invested in partnership with operating management• Controlled majority of equity in all businesses• All assets were sold as of January 1, 1998Partnership dissolved in 1998 after last asset sold.

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  McKinsey & Company

  • Corporate Consultant

    • 1977 - 1980

    Worked with Fortune 100 clients of this international management consulting firm. Projects were designed to evaluate and implement key elements of strategic planning and operations. Clients included: Rockwell International, Union Oil, Avery Products.

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  Medtronic

  • Minneapolis/Los Angeles

  • Sales & Marketing Executive

    • 1971 - 1975
    • Minneapolis/Los Angeles

    Held positions in international marketing and sales management for this high growth medical device manufacturer. Final position - operations manager for $20 mm Western Region. Left to enroll in Stanford MBA Program.