Jan 2023 – Present · 3 yrs 2 mos · Dallas-Fort Worth Metroplex · Hybrid

• Advising mid-market companies and executive teams on identifying, prioritizing, and implementing high-ROI AI opportunities.
• Focus areas include:
• AI opportunity discovery and prioritization
• AI roadmap design and implementation planning
• Operational automation using AI and machine learning
• Predictive analytics and decision intelligence
• AI-enabled customer experience and engagement systems
• Generative AI knowledge systems and internal productivity tools
• Engagement models include project-based advisory, executive workshops, and fractional CTO / CAIO roles.

Aug 2021 – Dec 2022 · 1 yr 4 mos · Stamford, Connecticut, United States

• The Stamford Startup Studio is a two-semester entrepreneurial working co-op experience for undergraduates.
• Eight of UConn’s most talented and motivated students will comprise the initial cohort (see below) and will be working together to create technologies & products for the real estate and construction industry.
• Throughout the cooperative educational experience, students gain competencies in the entrepreneurial mindset, project management, design, and engineering.

Oct 2020 – Present · 5 yrs 5 mos · Dallas-Fort Worth Metroplex

• Sentiero Ventures invests in early-stage AI-enabled SaaS companies that help organizations increase revenue, improve operational efficiency, or enhance customer experiences.
• As part of this role I evaluate over 1,000 AI startups annually, providing continuous visibility into emerging technologies, market trends, and practical enterprise AI applications.
• This work provides early insight into developments across six major areas of enterprise AI:
• Process automation
• AI-driven analytics and decision intelligence
• AI-powered customer and employee engagement systems
• Data infrastructure and collection technologies
• AI development platforms and tooling
• Generative AI systems
• These insights directly inform my advisory work helping established companies identify and implement high-impact AI opportunities.

Aug 2020 – Dec 2022 · 2 yrs 4 mos · Austin, Texas Metropolitan Area

• Work with the Prowess team to develop a 3 year strategic plan, refine the mission, and develop a technology roadmap to support both in creating the premier community for returners, women returning to the workforce after a break.

May 2020 – May 2022 · 2 yrs · Cambridge, Massachusetts, United States

Apr 2020 – Jul 2022 · 2 yrs 3 mos · Dallas-Fort Worth Metroplex

Apr 2020 – Nov 2021 · 1 yr 7 mos · Austin, Texas Metropolitan Area

• Working with the founding team on product and go-to-market strategy for building the worlds first API for beer by applying the principles of live event ticketing to the sale of craft beers.

Oct 2018 – Dec 2023 · 5 yrs 2 mos · Austin, Texas Metropolitan Area

Sep 2018 – Present · 7 yrs 6 mos · San Francisco Bay Area

• Advise the team on product road map and positioning, go to market strategy, financial models, and fundraising activities.

Sep 2018 – Dec 2019 · 1 yr 3 mos · Dallas-Fort Worth Metroplex

• Simplif.AI leveraged machine learning and customer insights to put the right customer, in the right seat, at the right price.

May 2017 – Jul 2021 · 4 yrs 2 mos · Dallas, Texas, United States

• Advise the management team on financing issues, engineering team construction, product roadmap, and technology operations management.

Mar 2017 – Jul 2019 · 2 yrs 4 mos · Dallas/Fort Worth Area

• Acted as lead mentor for Skratch during their time with the GroundFloor program at United Way of Greater Dallas. Advised on the design and launch of an innovative pilot financial literacy program at the Boys and Girls Clubs of Collin County as well as on strategic, financial, and technology matters after the conclusion of the program.

May 2016 – Dec 2021 · 5 yrs 7 mos · Dallas-Fort Worth Metroplex

• Began as a technology and operations adviser during Xclaim's time in the RevTech Accelerator. In September 2016, was selected as the company's independent director and help guide the company's overall strategy in technology and financing.

Jan 2016 – Dec 2021 · 5 yrs 11 mos · Dallas-Fort Worth Metroplex

• Provide mentorship and guidance to RevTech portfolio companies on creating a pitch, speaking to and engaging investors, strategic planning, product development, financial modelling, and all aspects of building and scaling a high growth company retail and retail technology.
• In 2017, joined the investment committee to help screen, vet and select companies for participation in and investment by the program.

Aug 2015 – Jul 2016 · 11 mos · Indianapolis, IN

• Advised the management team on strategic M&A transactions, including vetting potential deals, evaluating and suggesting target structures, and vetting potential candidates. Provided support through the entire deal process to transaction completion.

Sep 2005 – Oct 2017 · 12 yrs 1 mo · Greater Hartford

• Founded a premium ticket resale company that grew from approximately $5,000 in startup capital to become one of the fastest-growing private companies in the United States.
• Key milestones:
• Ranked #176 on the Inc. 500 list of fastest-growing companies
• Five consecutive years on the Inc. 5000
• Inducted into the Inc. Honor Roll
• Recognized as a Marcum Tech Top 40 company
• Named a Business Champion by the Hartford Business Journal
• Built a proprietary analytics and automation platform that optimized ticket pricing, inventory allocation, and operational processes.
• Negotiated the company’s sale to an industry buyer in 2015.

Jul 2000 – Dec 2021 · 21 yrs 5 mos · Dallas-Fort Worth Metroplex

• Founded and led a technology consulting firm focused on building data-driven software systems that solve operational bottlenecks and improve business performance.
• Over two decades the firm delivered custom technology and analytics platforms across industries including retail, travel, digital media, manufacturing, financial services, and professional services.
• Representative projects included:
• Serving as interim CTO for a major online retailer during migration to AWS
• Leading a data governance transformation for a multi-billion dollar retailer and distributor
• Designing and deploying a 4,000-screen digital out-of-home media network later acquired by CBS Outdoor
• Building analytics and automation systems for multiple ticket resale businesses
• Implementing ERP and platform migrations for collaborative e-commerce organizations
• The company operated for more than twenty years delivering technology strategy and implementation services.

Jan 2000 – Jul 2000 · 6 mos · New York City Metropolitan Area

• Responsible for the design, development, and implementation of an integrated eCommerce and back office platform for the daily operations of the online ticket web site, Soldout.com.
• The company closed in July 2000 after failing to obtain venture funding.

May 1997 – Dec 1999 · 2 yrs 7 mos · Greater Hartford

• Provided software design and development expertise to clients in a wide array of industries including Aerospace Manufacturing, Travel Agency, Light Manufacturing, Professional Services, Retail, and Ticket Brokerage.
• Grew the application development group from a single developer to a full team, during which the total gross revenues produced by this group increased nearly 700% .

Jan 1996 – Dec 1996 · 11 mos · Greater Harrisburg Area

• Independent University Painters franchise owned and operated while a freshman at Johns Hopkins University. The company finished the year in the top 5 franchises in the region.