Mar 2025 – Present · 1 yr

• Cresta turns real-time insights into real-time actions to make contact centers smarter and drive business results
• Advisor to the CRO and the business development team.

Mar 2025 – Jul 2025 · 4 mos · Toronto, Ontario, Canada · Remote

• Blue J provides comprehensive answers to your tax questions in seconds, complete with inline citations and verifiable source lists.
• Advisor.

Jan 2025 – Nov 2025 · 10 mos

• PWC Deals assists with due dilgence, deal strategy, and post acquisition value creation.
• Executive Advisor to the US deals team.

Jul 2023 – Mar 2025 · 1 yr 8 mos · San Mateo, California, United States · Hybrid

• The only digital personal finance company built to help everyday people thrive. We partner with consumers and their creditors to help them get out of debt and get their lives back on track.
• Transforming operations across customer support and settlement operations organizations.

Jan 2023 – Nov 2025 · 2 yrs 10 mos

• Cota Capital specializes in investment in enterprise techology companies.
• Advisor to the FinTech fund.

Nov 2022 – Present · 3 yrs 4 mos

• HungryFriend is the largest Restaurant Giveback Network in the US. Non-profits & supporters generate fundraising from over 20k Restaurants.
• Angel investor and advisor to the CEO.

Sep 2022 – Present · 3 yrs 6 mos

• India based start-up platform that delivers state-of-the-art tools to optimize, manage, and grow small & mid-size ventures in the digital age.
• Angel investor and advisor to the CEO.

May 2022 – Sep 2022 · 4 mos

• Conducted interviews among new customers and provided recommendations to increase NPS and retention among Zola Suite users during their 1st year of enrollment.

Jan 2020 – Sep 2021 · 1 yr 8 mos

• Product-centric executive hired to transform strategy and operations for $450M global customer success organization - 600 employees handling 11 million customer interactions in 7 countries annually. Payroll, Payments, and Accounting business lines across US, Canada, UK, France, Australia, Brazil, and Mexico.

Mar 2017 – Jan 2020 · 2 yrs 10 mos

• Helmed $1.75B ecosystem with full P&L accountability in transition from outright license to annual subscription & SaaS. Approx. 450 staff serving 3 million customers in 4 countries annually for Accounting, Payments, and Payroll business lines. Recognized with CEO Leadership Award.

Apr 2014 – Mar 2017 · 2 yrs 11 mos

• Led $125M organization with full P&L accountability. Approx. 150 staff serving 3.2 million customers. Launched new free and assisted tax preparation offerings. Consolidated operations from several Canadian cities to single Toronto location to drive productivity and growth.

Apr 2014 – Jul 2015 · 1 yr 3 mos

• Championed global expansion by assessing market potential and entry strategy for TurboTax in 15 markets globally.

Jun 2013 – Apr 2014 · 10 mos

• Managed product management for $2B+ TurboTax business serving 20M customers. Fixed broken PM|PD model and was a key contributor to broader TurboTax strategy that increased reachable TAM by 30%. Recognized with CEO Leadership Award.

Nov 2009 – Apr 2014 · 4 yrs 5 mos

• Led combined product management and product development organization. Improved customer experiences & development velocity and lowered defect rates by moving to agile process & 2-week sprints.

Sep 2008 – May 2010 · 1 yr 8 mos

• Directed $200M, 200-staff organization. Managed P&L. Grew Quicken iPhone app from zero to 800K registered users in 1-year by innovating on customer experiences and moving to mobile & SaaS.

May 1996 – Sep 2008 · 12 yrs 4 mos

• Led product management team for TurboTax online and desktop software.